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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
2701
High Net Worth Advisory Group
Florida
$298K – – –
CPSC
2702
Carl P. Sherr & Co
Massachusetts
$298K -$8.95K -55 -3%
FNC
2703
First National Corp
Massachusetts
$297K – – –
PW
2704
Pandora Wealth
Illinois
$297K +$346K +2,124 New
NC
2705
North Capital
Utah
$297K +$345K +2,122 New
BF
2706
bLong Financial
Tennessee
$296K +$65.1K +400 +23%
TCOTS
2707
Trust Company of the South
North Carolina
$296K -$101K -622 -23%
LIG
2708
Lokken Investment Group
Delaware
$295K -$20.2K -124 -6%
GHA
2709
Granite Harbor Advisors
Texas
$295K +$74.6K +458 +28%
LSIA
2710
LaSalle St. Investment Advisors
Illinois
$295K +$20.2K +124 +6%
BPW
2711
Bingham Private Wealth
California
$294K -$158K -973 -32%
OKSA
2712
O'Keefe Stevens Advisory
New York
$294K – – –
VFG
2713
V2 Financial group
Illinois
$294K – – –
CCI
2714
Credit Capital Investments
New Jersey
$294K +$342K +2,100 New
MKC
2715
M. Kraus & Co
Vermont
$293K – – –
TFGT
2716
TS Financial Group (TSFG)
Illinois
$293K +$66.3K +407 +24%
NA
2717
Nautilus Advisors
California
$292K +$340K +2,086 New
FCCM
2718
First City Capital Management
Georgia
$291K -$16.3K -100 -5%
TWM
2719
Tumwater Wealth Management
Idaho
$290K – – –
PFM
2720
Potomac Fund Management
Florida
$290K +$101K +622 +36%
WLPWM
2721
Walled Lake Planning & Wealth Management
Illinois
$290K -$2.44K -15 -0.7%
BWMG
2722
Barnes Wealth Management Group
California
$289K +$14.7K +90 +5%
MPM
2723
MBB Public Markets
Illinois
$289K +$337K +2,068 New
NFC
2724
Northstar Financial Companies
Pennsylvania
$289K +$488 +3 +0.1%
MA
2725
MJP Associates
Connecticut
$289K -$1.3K -8 -0.4%
107 108
109
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