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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
2751
Brandywine Oak Private Wealth
Pennsylvania
$326K +$4.62K +26 +1%
CFS
2752
CRA Financial Services
New Jersey
$326K -$1.24K -7 -0.4%
BB
2753
Berkshire Bank
Massachusetts
$326K – – –
AFP
2754
Alpha Financial Partners
Kentucky
$326K +$347K +1,955 New
BIP
2755
Blue Investment Partners
California
$325K – – –
WF
2756
Wayfinding Financial
Washington
$325K +$347K +1,952 New
PRI
2757
Prepared Retirement Institute
Pennsylvania
$325K +$26.6K +150 +8%
BRA
2758
Bender Robert & Associates
California
$325K – – –
PWA
2759
Physician Wealth Advisors
Utah
$324K +$50.3K +283 +17%
RW
2760
REDW Wealth
New Mexico
$324K -$245K -1,380 -42%
AP
2761
Adero Partners
California
$323K +$56.7K +319 +20%
DDC
2762
DF Dent & Co
Maryland
$321K -$3.55K -20 -1%
TC
2763
TFR Capital
Texas
$321K +$342K +1,925 New
BAS
2764
Breakthru Advisory Services
Wisconsin
$320K +$341K +1,920 New
PPW
2765
Presilium Private Wealth
Pennsylvania
$319K – – –
SWM
2766
SilverOak Wealth Management
Minnesota
$319K +$2.13K +12 +0.6%
FFL
2767
Financial Freedom LLC
Ohio
$318K +$355 +2 +0.1%
RCWM
2768
Royal Capital Wealth Management
Indiana
$318K – – –
WA
2769
Wealthstream Advisors
New York
$318K +$3.73K +21 +1%
CFS
2770
Coordinated Financial Services
Colorado
$317K +$338K +1,905 New
HP
2771
Holistic Planning
Texas
$317K +$8.7K +49 +3%
DWG
2772
Darden Wealth Group
Michigan
$317K – – –
PJSIMP
2773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K – – –
USWIA
2774
UP Strategic Wealth Investment Advisors
Pennsylvania
$316K +$97.7K +550 +41%
AA
2775
AlphaMark Advisors
Kentucky
$316K – – –
109 110
111
112 113