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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2401
Brendel Financial Advisors
New Hampshire
$435K – – –
BWA
2402
Burt Wealth Advisors
Maryland
$434K – – –
JMFC
2403
J.M. Forbes & Co
Massachusetts
$434K – – –
SWP
2404
Summit Wealth Partners
Florida
$434K -$103K -635 -17%
PNAA
2405
Pictet North America Advisors
Switzerland
$433K -$14.8K -91 -3%
WA
2406
WP Advisors
California
$432K +$977 +6 +0.2%
CFA
2407
Cahill Financial Advisors
Minnesota
$431K +$8.79K +54 +2%
AW
2408
Atlas Wealth
Ohio
$431K +$10.4K +64 +2%
SAA
2409
Southeast Asset Advisors
Georgia
$430K – – –
IWP
2410
IAG Wealth Partners
Wisconsin
$430K +$9.28K +57 +2%
IIA
2411
ICW Investment Advisors
Arizona
$429K +$8.3K +51 +2%
THCM
2412
Taylor Hoffman Capital Management
Virginia
$429K +$99.3K +610 +25%
AV
2413
Aspiring Ventures
Ohio
$429K +$180K +1,107 +63%
FFG
2414
Floyd Financial Group
Missouri
$428K +$19K +117 +4%
MWA
2415
Medallion Wealth Advisors
Connecticut
$428K +$76.8K +472 +19%
AIA
2416
Arbor Investment Advisors
North Carolina
$428K – – –
CIM
2417
Contravisory Investment Management
Massachusetts
$425K +$9.77K +60 +2%
TWA
2418
Talisman Wealth Advisors
New Jersey
$423K +$326 +2 +0.1%
CGFA
2419
Colton Groome Financial Advisors
North Carolina
$423K – – –
UB
2420
Umpqua Bank
Oregon
$422K -$14.8K -91 -3%
SLG
2421
Stanley-Laman Group
Pennsylvania
$421K +$22.1K +136 +5%
ECM
2422
Elgethun Capital Management
South Dakota
$421K +$317K +1,950 +184%
CP
2423
Creekside Partners
California
$421K – – –
WFA
2424
Wade Financial Advisory
California
$420K -$38.3K -235 -7%
PCM
2425
Perritt Capital Management
Illinois
$420K – – –
95 96
97
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