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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3201
AmeriFlex Group
Nevada
$107K +$112K +630 New
HNB
3202
Hilltop National Bank
Wyoming
$103K – – –
RWS
3203
Retirement Wealth Solutions
Wisconsin
$101K +$117K +656 New
CIAS
3204
CBIZ Investment Advisory Services
Ohio
$100K +$3.55K +20 +3%
ETS
3205
ESL Trust Services
New York
$100K – – –
RFA
3206
Reyes Financial Architecture
California
$100K +$107K +600 New
VWA
3207
VSM Wealth Advisory
Maryland
$99.2K +$106K +595 New
FWA
3208
Flagship Wealth Advisors
Massachusetts
$98.7K +$105K +592 New
FCT
3209
First Community Trust
Iowa
$97.2K – – –
Q1WB
3210
Quest 10 Wealth Builders
Virginia
$92.8K +$98.9K +557 New
STB
3211
S&T Bank
Pennsylvania
$91.2K +$97.2K +547 New
MCM
3212
Mainstream Capital Management
California
$88.5K +$94.3K +531 New
LB
3213
Legacy Bridge
Iowa
$87.2K – – –
RPA
3214
Redwood Park Advisors
California
$86.5K +$92.2K +519 New
LIS
3215
Legacy Investment Solutions
Idaho
$86.2K +$87.8K +494 New
LWMI
3216
Legacy Wealth Management (Idaho)
Idaho
$86.2K +$87.8K +494 New
OAJ
3217
Ogorek Anthony Joseph
New York
$86K +$178 +1 +0.2%
BC
3218
Broadwater Capital
Massachusetts
$85.9K +$178 +1 +0.2%
RWM
3219
Ruedi Wealth Management
Illinois
$84.9K +$178 +1 +0.2%
MSFP
3220
Mark Sheptoff Financial Planning
Connecticut
$83.3K – – –
CTWM
3221
Cherry Tree Wealth Management
Minnesota
$83K – – –
WCM
3222
Westend Capital Management
California
$82.3K +$51.9K +292 +145%
PWMG
3223
Private Wealth Management Group
New Jersey
$80.7K -$888 -5 -1%
SMAM
3224
Sugar Maple Asset Management
Wisconsin
$80.3K +$85.6K +482 New
FWA
3225
FSC Wealth Advisors
New York
$79.5K – – –
127 128
129
130 131