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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2851
Summit Wealth Group
Vermont
$565K – – –
EW
2852
Element Wealth
Mississippi
$565K – – –
DI
2853
Diligent Investors
California
$564K +$180K +707 +54%
TA
2854
TruWealth Advisors
Louisiana
$564K +$26.5K +104 +5%
PVM
2855
Palogic Value Management
Texas
$562K – – –
IA
2856
Investor AB
Sweden
$562K +$509K +2,000 New
BSB
2857
Bangor Savings Bank
Maine
$562K – – –
VCM
2858
Vision Capital Management
Oregon
$562K +$1.78K +7 +0.4%
BAS
2859
Breakthru Advisory Services
Wisconsin
$560K +$507K +1,992 New
WWM
2860
Waterway Wealth Management
Texas
$560K – – –
RCP
2861
Rothschild Capital Partners
New York
$560K +$94.2K +370 +23%
BFA
2862
Brown Financial Advisors
Ohio
$559K -$204K -800 -29%
NFC
2863
Northstar Financial Companies
Pennsylvania
$559K +$3.56K +14 +0.7%
HBS
2864
Howard Bailey Securities
Indiana
$559K -$54.2K -213 -10%
TFGT
2865
TS Financial Group (TSFG)
Illinois
$557K -$30.3K -119 -6%
AG
2866
AmeriFlex Group
Nevada
$557K +$270K +1,060 +115%
SIM
2867
SSI Investment Management
California
$556K – – –
FF
2868
Foronjy Financial
California
$556K -$131K -515 -21%
BSAM
2869
Blue Square Asset Management
New York
$555K – – –
WWC
2870
Waypoint Wealth Counsel
Georgia
$555K +$213K +838 +74%
MWA
2871
MN Wealth Advisors
Kansas
$555K +$5.6K +22 +1%
PJSIMP
2872
P.J. Schmidt Investment Management (PJS)
Wisconsin
$551K – – –
MWM
2873
Manske Wealth Management
Texas
$551K – – –
CWA
2874
Centerline Wealth Advisors
Kentucky
$551K +$58.6K +230 +13%
EC
2875
EdgeRock Capital
Colorado
$551K +$21.6K +85 +5%
113 114
115
116 117