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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2676
Clarus Group
Texas
$307K +$358K +2,197 New
ODFS
2677
O'Donnell Financial Services
California
$307K – – –
PBF
2678
Petix & Botte Financial
California
$307K – – –
LPT
2679
Legacy Private Trust
Wisconsin
$307K +$85.5K +525 +31%
GPI
2680
General Partner Inc
Pennsylvania
$306K – – –
DI
2681
DDFG Inc
California
$306K +$163 +1 +0%
CG
2682
Clifford Group
Massachusetts
$306K -$326 -2 -0.1%
SF
2683
Safeguard Financial
Wisconsin
$306K -$51K -313 -13%
AFA
2684
American Financial Advisors
Georgia
$305K -$16.1K -99 -4%
PAS
2685
PKS Advisory Services
New York
$305K +$3.91K +24 +1%
AWS
2686
Arkfeld Wealth Strategies
Nebraska
$305K – – –
TW
2687
Traveka Wealth
California
$303K +$20.2K +124 +6%
FL
2688
FreeGulliver LLC
Louisiana
$303K -$2.6K -16 -0.7%
IAG
2689
Investment Advisory Group
Massachusetts
$303K – – –
TCOK
2690
Trust Company of Kansas
Kansas
$303K -$81.4K -500 -19%
HFP
2691
Holistic Financial Partners
Indiana
$302K -$45.3K -278 -11%
GFA
2692
Gallagher Fiduciary Advisors
Illinois
$302K -$10.7K -66 -3%
AGC
2693
Aspen Grove Capital
Colorado
$302K -$12.5K -77 -3%
JWS
2694
Juncture Wealth Strategies
Arizona
$302K – – –
VP
2695
Verum Partners
North Carolina
$301K +$4.4K +27 +1%
WFAG
2696
Worth Financial Advisory Group
North Carolina
$301K -$636K -3,907 -64%
GPWM
2697
Grant Private Wealth Management
California
$300K +$72.8K +447 +26%
SI
2698
Saxon Interests
Texas
$299K +$8.14K +50 +2%
BI
2699
Berkeley Inc
Idaho
$298K – – –
EA
2700
Emerald Advisers
Pennsylvania
$298K -$83.5K -513 -19%
106 107
108
109 110