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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
3301
Boyd Watterson Asset Management
Ohio
$105K – – –
OAJ
3302
Ogorek Anthony Joseph
New York
$105K -$8.34K -46 -6%
CIAS
3303
CBIZ Investment Advisory Services
Ohio
$105K – – –
EF
3304
Entrust Financial
Pennsylvania
$104K – – –
LB
3305
Legacy Bridge
Iowa
$103K +$544 +3 +0.4%
VERPA
3306
Virginia Estate & Retirement Planning Advisors
Virginia
$101K – – –
AWA
3307
Acumen Wealth Advisors
Tennessee
$101K -$40.2K -222 -24%
DF
3308
DecisionPoint Financial
Arizona
$100K +$2.54K +14 +2%
RWS
3309
Retirement Wealth Solutions
Wisconsin
$99.3K -$1.99K -11 -2%
CRI
3310
Commonwealth Retirement Investments
Virginia
$97.9K +$121K +668 New
CPG
3311
Cornerstone Planning Group
New Jersey
$97.1K -$21.2K -117 -13%
MWM
3312
Mascoma Wealth Management
New Hampshire
$95.8K -$13.8K -76 -10%
HHCP
3313
Hilton Head Capital Partners
South Carolina
$95.6K -$3.63K -20 -3%
FFO
3314
Fortitude Family Office
Arizona
$90.7K +$24.6K +136 +28%
FPF
3315
First Pacific Financial
Washington
$89.6K -$5.62K -31 -5%
SIM
3316
Synergy Investment Management
Florida
$88.7K +$82.8K +457 +185%
CGA
3317
Compound Global Advisors
Washington
$87.9K -$54.4K -300 -33%
ETS
3318
ESL Trust Services
New York
$87.9K – – –
GJIA
3319
Glass Jacobson Investment Advisors
Maryland
$87.9K – – –
TCM
3320
Timbuktu Capital Management
Massachusetts
$87.9K +$109K +600 New
VWA
3321
VSM Wealth Advisory
Maryland
$87.3K – – –
FCT
3322
First Community Trust
Iowa
$85.4K – – –
Q1WB
3323
Quest 10 Wealth Builders
Virginia
$84.5K +$725 +4 +0.7%
RWM
3324
Rialto Wealth Management
New York
$83.4K +$15.9K +88 +18%
DF
3325
Dunhill Financial
United Kingdom
$82.9K +$10.5K +58 +11%
131 132
133
134 135