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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PRI
2551
Prepared Retirement Institute
Pennsylvania
$254K +$12.4K +100 +6%
BDFN
2552
Bond & Devick Financial Network
Minnesota
$254K – – –
SLG
2553
Stanley-Laman Group
Pennsylvania
$254K +$223K +1,799 New
EBSAM
2554
Eubel Brady & Suttman Asset Management
Ohio
$254K – – –
SFG
2555
Sunburst Financial Group
Alabama
$254K +$1.49K +12 +0.7%
BBW
2556
Blue Barn Wealth
Utah
$254K +$7.2K +58 +3%
HI
2557
Human Investing
Oregon
$254K – – –
MCC
2558
Money Concepts Capital
Florida
$253K +$124 +1 +0.1%
KCM
2559
Kendall Capital Management
Maryland
$252K – – –
GSIAS
2560
Garden State Investment Advisory Services
New Jersey
$252K -$17.1K -138 -7%
ETC
2561
Exchange Traded Concepts
Oklahoma
$252K -$324K -2,612 -59%
AIP
2562
Almanack Investment Partners
Pennsylvania
$252K +$4.97K +40 +2%
CFGA
2563
Cambridge Financial Group (Arizona)
Arizona
$252K – – –
PIA
2564
Petredis Investment Advisors
Pennsylvania
$251K – – –
IWP
2565
Insight Wealth Partners
Texas
$251K +$16.8K +135 +8%
DIP
2566
DT Investment Partners
Pennsylvania
$250K +$74.6K +601 +51%
BL
2567
Balentine LLC
Georgia
$250K -$3.77M -30,349 -94%
CSWM
2568
Cassady Schiller Wealth Management
Ohio
$249K -$30.9K -249 -12%
SFB
2569
STAR Financial Bank
Indiana
$249K +$219K +1,760 New
BB
2570
Berkshire Bank
Massachusetts
$248K -$49.7K -400 -19%
CTI
2571
Community Trust & Investment
Kentucky
$247K – – –
OPOWM
2572
One Plus One Wealth Management
Florida
$247K – – –
MSG
2573
Main Street Group
Virginia
$247K -$1.74K -14 -0.8%
WCFA
2574
Walkner Condon Financial Advisors
Wisconsin
$247K +$3.6K +29 +2%
CCP
2575
Clarity Capital Partners
California
$247K +$217K +1,746 New