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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2751
Berkshire Bank
Massachusetts
$326K – – –
AFP
2752
Alpha Financial Partners
Kentucky
$326K +$347K +1,955 New
BIP
2753
Blue Investment Partners
California
$325K – – –
WF
2754
Wayfinding Financial
Washington
$325K +$347K +1,952 New
PRI
2755
Prepared Retirement Institute
Pennsylvania
$325K +$26.6K +150 +8%
BRA
2756
Bender Robert & Associates
California
$325K – – –
PWA
2757
Physician Wealth Advisors
Utah
$324K +$50.3K +283 +17%
RW
2758
REDW Wealth
New Mexico
$324K -$245K -1,380 -42%
AP
2759
Adero Partners
California
$323K +$56.7K +319 +20%
DDC
2760
DF Dent & Co
Maryland
$321K -$3.55K -20 -1%
TC
2761
TFR Capital
Texas
$321K +$342K +1,925 New
BAS
2762
Breakthru Advisory Services
Wisconsin
$320K +$341K +1,920 New
PPW
2763
Presilium Private Wealth
Pennsylvania
$319K – – –
SWM
2764
SilverOak Wealth Management
Minnesota
$319K +$2.13K +12 +0.6%
FFL
2765
Financial Freedom LLC
Ohio
$318K +$355 +2 +0.1%
RCWM
2766
Royal Capital Wealth Management
Indiana
$318K – – –
WA
2767
Wealthstream Advisors
New York
$318K +$3.73K +21 +1%
CFS
2768
Coordinated Financial Services
Colorado
$317K +$338K +1,905 New
HP
2769
Holistic Planning
Texas
$317K +$8.7K +49 +3%
DWG
2770
Darden Wealth Group
Michigan
$317K – – –
PJSIMP
2771
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K – – –
USWIA
2772
UP Strategic Wealth Investment Advisors
Pennsylvania
$316K +$97.7K +550 +41%
AA
2773
AlphaMark Advisors
Kentucky
$316K – – –
PHWM
2774
Pine Harbor Wealth Management
Maryland
$316K – – –
CWM
2775
Compass Wealth Management
Connecticut
$316K – – –
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