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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2251
Verum Partners
North Carolina
$250K +$217K +2,100 New
W
2252
Wealthquest
Ohio
$249K -$40.4K -391 -16%
JWS
2253
Juncture Wealth Strategies
Arizona
$249K +$217K +2,094 New
ODFS
2254
O'Donnell Financial Services
California
$249K +$217K +2,094 New
DJYG
2255
David J. Yvars Group
Florida
$249K +$216K +2,091 New
SWG
2256
Summit Wealth Group
Vermont
$249K +$214K +2,072 +9,418%
SL
2257
Sentry LLC
Tennessee
$249K +$216K +2,087 New
FNC
2258
First National Corp
Massachusetts
$248K +$215K +2,084 New
CFS
2259
CRA Financial Services
New Jersey
$247K -$51.6K -499 -19%
FIM
2260
Fernwood Investment Management
Massachusetts
$246K +$214K +2,065 New
BWP
2261
Balboa Wealth Partners
Arizona
$246K +$213K +2,064 New
LSPW
2262
Lake Street Private Wealth
Illinois
$245K +$212K +2,054 New
RWP
2263
Revolve Wealth Partners
New Jersey
$244K +$212K +2,050 New
SPP
2264
Single Point Partners
Massachusetts
$244K +$212K +2,051 New
WLPWM
2265
Walled Lake Planning & Wealth Management
Illinois
$243K +$211K +2,044 New
FCCM
2266
First City Capital Management
Georgia
$243K -$15.5K -150 -7%
IIA
2267
ICW Investment Advisors
Arizona
$243K +$211K +2,041 New
GWSG
2268
GPS Wealth Strategies Group
Colorado
$243K -$3.83K -37 -2%
FDCC
2269
Foster Dykema Cabot & Co
Massachusetts
$242K – – –
TSWM
2270
Tyler-Stone Wealth Management
Ohio
$242K +$210K +2,030 New
SFG
2271
Sunburst Financial Group
Alabama
$241K +$210K +2,028 New
AWS
2272
Arkfeld Wealth Strategies
Nebraska
$241K +$215K +2,080 New
JJBC
2273
James J. Burns & Company
New York
$241K +$209K +2,025 New
MRCM
2274
M&R Capital Management
New Jersey
$240K +$45K +435 +27%
FUBT
2275
First United Bank & Trust
Maryland
$240K +$208K +2,012 New
89 90
91
92 93