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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
2451
Mustard Seed Financial
Arkansas
$662K +$476 +2 +0.1%
RHP
2452
Royal Harbor Partners
Texas
$662K – – –
DPW
2453
DiNuzzo Private Wealth
Pennsylvania
$661K +$1.67K +7 +0.2%
CWA
2454
Consilio Wealth Advisors
Washington
$660K -$8.81K -37 -1%
TWM
2455
TCFG Wealth Management
California
$659K -$28.3K -119 -3%
MWP
2456
Madison Wealth Partners
Wisconsin
$658K -$77.6K -326 -9%
NCM
2457
Noesis Capital Mangement
Florida
$657K -$1.19K -5 -0.1%
CWM
2458
Centurion Wealth Management
Virginia
$656K -$40.2K -169 -5%
AP
2459
Atwood & Palmer
Missouri
$656K – – –
TCM
2460
Tributary Capital Management
Nebraska
$655K +$129K +540 +19%
FWP
2461
Falcon Wealth Planning
California
$655K +$123K +515 +18%
MA
2462
Mezzasalma Advisors
New Jersey
$654K -$9.05K -38 -1%
AWMS
2463
Advocacy Wealth Management Services
Georgia
$653K +$3.33K +14 +0.4%
WA
2464
Wealth Architects
California
$652K -$90K -378 -10%
CAM
2465
Costello Asset Management
Pennsylvania
$652K -$7.86K -33 -1%
MBWA
2466
Marin Bay Wealth Advisors
California
$652K +$796K +3,344 New
FWM
2467
FMA Wealth Management
Massachusetts
$649K – – –
SAM
2468
Summit Asset Management
Tennessee
$649K +$2.38K +10 +0.3%
PAS
2469
PKS Advisory Services
New York
$648K +$228K +959 +40%
CTA
2470
Clear Trail Advisors
Texas
$648K +$792K +3,327 New
EW
2471
Expressive Wealth
Illinois
$648K +$791K +3,323 New
NG
2472
Novem Group
New York
$645K -$46K -193 -6%
SL
2473
Summitry LLC
California
$644K -$1.26M -5,299 -62%
LWM
2474
Level Wealth Management
North Carolina
$644K – – –
MC
2475
Middleton & Co
Massachusetts
$643K -$26.2K -110 -3%
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99
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