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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2401
Invenio Wealth Partners
Florida
$702K +$31.9K +134 +4%
CFSG
2402
Clark Financial Services Group
Missouri
$702K +$10.5K +44 +1%
DWM
2403
DecisionMap Wealth Management
Virginia
$702K +$89.5K +376 +12%
CRIG
2404
Charter Research & Investment Group
Connecticut
$701K – – –
BBPWM
2405
Blue Bell Private Wealth Management
Pennsylvania
$701K +$296K +1,244 +53%
QPBE
2406
Quintet Private Bank (Europe)
Luxembourg
$700K -$3.45M -14,479 -80%
TC
2407
TFR Capital
Texas
$700K -$27.6K -116 -3%
CH
2408
Canton Hathaway
Rhode Island
$699K – – –
EAN
2409
Excelsior Advisor Network
Colorado
$697K +$852K +3,577 New
AR
2410
Apeiron RIA
Texas
$695K +$36K +151 +4%
SFA
2411
Souders Financial Advisors
Ohio
$695K +$58.8K +247 +7%
WFC
2412
Western Financial Corp
California
$695K +$98.1K +412 +13%
CWMP
2413
Clarion Wealth Managment Partners
Virginia
$695K +$238 +1 +0%
NI
2414
Natural Investments
California
$693K +$285K +1,195 +51%
SFG
2415
Sovereign Financial Group
Connecticut
$693K +$41.9K +176 +5%
KIM
2416
Karpus Investment Management
New York
$692K – – –
UCB
2417
United Community Bank
South Carolina
$691K -$131K -549 -13%
HFA
2418
High Falls Advisors
New York
$690K +$16.7K +70 +2%
KFAS
2419
Keating Financial Advisory Services
Kansas
$689K +$842K +3,537 New
FPGK
2420
Financial Partners Group (Kansas)
Kansas
$689K +$4.76K +20 +0.5%
IPW
2421
Invictus Private Wealth
Colorado
$689K -$9.29K -39 -1%
CCFM
2422
Clear Creek Financial Management
Washington
$688K +$78.1K +328 +10%
BWA
2423
BlueSky Wealth Advisors
North Carolina
$688K – – –
DPI
2424
Diversified Portfolios Inc
Michigan
$687K +$45K +189 +6%
TC
2425
Trilogy Capital
California
$685K -$14K -59 -2%
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