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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
1951
First National Bank & Trust Co of Newtown
Pennsylvania
$797K – – –
SIA
1952
SkyView Investment Advisors
New Jersey
$796K +$73.4K +451 +9%
SFG
1953
Shum Financial Group
California
$796K – – –
RWP
1954
Revolve Wealth Partners
New Jersey
$794K +$42.5K +261 +5%
LFG
1955
Larson Financial Group
Missouri
$793K +$108K +665 +13%
GIP
1956
Greatmark Investment Partners
Georgia
$791K +$20.4K +125 +2%
MA
1957
MCF Advisors
Kentucky
$787K -$28K -172 -3%
T
1958
TOBAM
France
$787K -$2.97M -18,262 -76%
GFG
1959
Goldstone Financial Group
Illinois
$786K +$24.6K +151 +3%
TCM
1960
Thoma Capital Management
Maryland
$784K +$13.5K +83 +2%
SWM
1961
Stockman Wealth Management
Montana
$783K -$39.2K -241 -4%
MSFS
1962
Main Street Financial Solutions
Pennsylvania
$781K -$616K -3,783 -40%
AA
1963
Addison Advisors
Vermont
$781K +$7.33K +45 +0.8%
OPTFSNA
1964
Old Point Trust & Financial Services N A
Virginia
$777K – – –
FA
1965
Fermata Advisors
California
$777K -$61.2K -376 -6%
MAM
1966
MWA Asset Management
Massachusetts
$777K +$442K +2,713 +95%
EAM
1967
Evanson Asset Management
California
$776K +$166K +1,018 +22%
MAWCM
1968
Mine & Arao Wealth Creation & Management
California
$776K +$1.3K +8 +0.1%
MW
1969
Members Wealth
Pennsylvania
$774K +$18.7K +115 +2%
RYIA
1970
Roehl & Yi Investment Advisors
Oregon
$774K +$37.9K +233 +4%
EWM
1971
Elevatus Welath Management
New York
$774K -$2.6K -16 -0.3%
FPGT
1972
Financial Partners Group (Tennessee)
Tennessee
$773K -$376K -2,310 -29%
FFA
1973
Florida Financial Advisors
Florida
$772K +$368K +2,258 +69%
SAM
1974
Strive Asset Management
Ohio
$771K -$227K -1,393 -20%
BWM
1975
Birchcreek Wealth Management
Ohio
$771K +$180K +1,105 +25%