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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2326
Power Wealth Management
Georgia
$768K +$3.1K +13 +0.3%
PCG
2327
PFC Capital Group
California
$768K +$197K +828 +27%
AIM
2328
Aigen Investment Management
New York
$767K +$937K +3,934 New
IIC
2329
Integrated Investment Consultants
Michigan
$765K +$70.5K +296 +8%
CNBOF
2330
City National Bank of Florida
Florida
$765K +$340K +1,426 +57%
MAM
2331
Mystic Asset Management
Rhode Island
$765K -$96.2K -404 -9%
ATFA
2332
All Terrain Financial Advisors
Minnesota
$760K +$440K +1,848 +90%
BWG
2333
Beta Wealth Group
California
$760K +$929K +3,900 New
PFA
2334
Peak Financial Advisors
Colorado
$760K -$1.89M -7,923 -67%
WE
2335
Wealth Effects
Massachusetts
$759K -$444K -1,864 -32%
RAM
2336
Ramirez Asset Management
New York
$757K – – –
WDA
2337
Wendell David Associates
New Hampshire
$757K -$125K -526 -12%
ZCP
2338
Z3 Capital Partners
Virginia
$757K +$925K +3,883 New
FWA
2339
Fulcrum Wealth Advisors
Washington
$755K +$923K +3,876 New
CD
2340
Chapin Davis
Maryland
$753K -$541K -2,272 -37%
JCFM
2341
JBR Co Financial Management
Oklahoma
$751K +$708K +2,975 +338%
HFRG
2342
Houlihan Financial Resource Group
Virginia
$751K +$464K +1,950 +87%
GRWP
2343
Green Ridge Wealth Planning
New Jersey
$750K +$917K +3,850 New
GI
2344
GS Investments
Minnesota
$749K +$903K +3,791 +7,582%
SPF
2345
South Plains Financial
Texas
$748K -$28.6K -120 -3%
JHP
2346
James Hambro & Partners
United Kingdom
$747K -$108M -455,006 -99%
WSC
2347
Wellington Shields & Co
New York
$747K +$51.9K +218 +6%
UWPG
2348
Ullmann Wealth Partners Group
Florida
$746K +$3.1K +13 +0.5%
LK
2349
Lumbard & Kellner
New Hampshire
$746K -$2.86K -12 -0.3%
GHA
2350
GW Henssler & Associates
Georgia
$746K – – –
92 93
94
95 96