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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
3326
Boyd Watterson Asset Management
Ohio
$105K – – –
OAJ
3327
Ogorek Anthony Joseph
New York
$105K -$8.34K -46 -6%
CIAS
3328
CBIZ Investment Advisory Services
Ohio
$105K – – –
EF
3329
Entrust Financial
Pennsylvania
$104K – – –
LB
3330
Legacy Bridge
Iowa
$103K +$544 +3 +0.4%
PFG
3331
Premier Financial Group
California
$101K +$125K +690 New
WAU
3332
Wellington-Altus USA
Manitoba, Canada
$101K -$17K -94 -12%
VERPA
3333
Virginia Estate & Retirement Planning Advisors
Virginia
$101K – – –
AWA
3334
Acumen Wealth Advisors
Tennessee
$101K -$40.2K -222 -24%
DF
3335
DecisionPoint Financial
Arizona
$100K +$2.54K +14 +2%
RWS
3336
Retirement Wealth Solutions
Wisconsin
$99.3K -$1.99K -11 -2%
CRI
3337
Commonwealth Retirement Investments
Virginia
$97.9K +$121K +668 New
CPG
3338
Cornerstone Planning Group
New Jersey
$97.1K -$21.2K -117 -13%
MWM
3339
Mascoma Wealth Management
New Hampshire
$95.8K -$13.8K -76 -10%
HHCP
3340
Hilton Head Capital Partners
South Carolina
$95.6K -$3.63K -20 -3%
FFO
3341
Fortitude Family Office
Arizona
$90.7K +$24.6K +136 +28%
FPF
3342
First Pacific Financial
Washington
$89.6K -$5.62K -31 -5%
SIM
3343
Synergy Investment Management
Florida
$88.7K +$82.8K +457 +185%
CGA
3344
Compound Global Advisors
Washington
$87.9K -$54.4K -300 -33%
ETS
3345
ESL Trust Services
New York
$87.9K – – –
GJIA
3346
Glass Jacobson Investment Advisors
Maryland
$87.9K – – –
TCM
3347
Timbuktu Capital Management
Massachusetts
$87.9K +$109K +600 New
VWA
3348
VSM Wealth Advisory
Maryland
$87.3K – – –
FCT
3349
First Community Trust
Iowa
$85.4K – – –
Q1WB
3350
Quest 10 Wealth Builders
Virginia
$84.5K +$725 +4 +0.7%
132 133
134
135 136