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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
NF
2801
NavPoint Financial
Minnesota
$329K – – –
PBF
2802
Petix & Botte Financial
California
$329K +$204K +1,124 +100%
EWA
2803
Evolution Wealth Advisors
Florida
$329K +$407K +2,243 New
CTI
2804
Community Trust & Investment
Kentucky
$328K +$30.3K +167 +8%
CWA
2805
Centennial Wealth Advisory
Michigan
$328K -$8.34K -46 -2%
RWA
2806
Redhawk Wealth Advisors
Minnesota
$328K +$17.9K +99 +5%
OBWG
2807
Onyx Bridge Wealth Group
New York
$328K -$58.9K -325 -13%
SWM
2808
Shelton Wealth Management
Texas
$328K +$1.09K +6 +0.3%
CG
2809
Clifford Group
Massachusetts
$328K +$2.17K +12 +0.5%
WLPWM
2810
Walled Lake Planning & Wealth Management
Illinois
$327K +$2.54K +14 +0.6%
CSB
2811
City State Bank
Iowa
$325K +$1.99K +11 +0.5%
AMM
2812
American Money Management
California
$325K +$362 +2 +0.1%
PCM
2813
Pincus Capital Management
New York
$325K – – –
BSB
2814
Bangor Savings Bank
Maine
$324K -$4.89K -27 -1%
TFGT
2815
TS Financial Group (TSFG)
Illinois
$324K +$181 +1 +0%
SAM
2816
Seelaus Asset Management
New Jersey
$324K -$9.06K -50 -2%
AF
2817
Abound Financial
California
$323K -$8.52K -47 -2%
MLFP
2818
MPS Loria Financial Planners
Illinois
$323K +$725 +4 +0.2%
LAS
2819
LWM Advisory Services
Florida
$323K +$95.7K +528 +31%
DI
2820
DDFG Inc
California
$323K -$906 -5 -0.2%
WEG
2821
World Equity Group
Illinois
$323K +$399K +2,203 New
MHIC
2822
Marble Harbor Investment Counsel
Massachusetts
$322K -$18.1K -100 -4%
WIC
2823
Wilkins Investment Counsel
Massachusetts
$322K – – –
SWG
2824
Summit Wealth Group
Vermont
$322K +$4.71K +26 +1%
CVA
2825
Central Valley Advisors
California
$322K -$20.1K -111 -5%