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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1226
Advisornet Financial
Minnesota
$489K +$85.3K +1,852 +20%
PK
1227
Pflug Koory
Nebraska
$488K +$2.3K +50 +0.5%
WAAG
1228
Wealth Alliance Advisory Group
Kansas
$488K +$241K +5,231 +89%
ODCM
1229
Old Dominion Capital Management
Virginia
$487K +$21.9K +476 +4%
RWM
1230
RKL Wealth Management
Pennsylvania
$486K -$57K -1,237 -10%
TAM
1231
Trillium Asset Management
Massachusetts
$485K -$3.27K -71 -0.6%
FMLI
1232
Fukoku Mutual Life Insurance
Japan
$485K – – –
TF
1233
Tompkins Financial
New York
$484K -$14.5K -315 -3%
FAM
1234
Foresters Asset Management
Ontario, Canada
$482K – – –
PWM
1235
Perigon Wealth Management
California
$482K +$331K +7,195 +192%
NDSI
1236
Newman Dignan & Sheerar Inc
Rhode Island
$481K – – –
NG
1237
Northstar Group
New York
$478K -$9.21K -200 -2%
WBG
1238
Wharton Business Group
Pennsylvania
$475K +$32.5K +705 +7%
IWC
1239
Integrated Wealth Concepts
Massachusetts
$473K +$34.1K +740 +8%
SIC
1240
Salem Investment Counselors
North Carolina
$472K -$66.6K -1,446 -12%
ACP
1241
Aviance Capital Partners
Florida
$470K +$73.7K +1,600 +18%
EWM
1242
Empirical Wealth Management
Washington
$467K -$12.7K -276 -3%
SFS
1243
Sowell Financial Services
Arkansas
$467K +$23K +500 +5%
AFG
1244
Albion Financial Group
Utah
$463K – – –
GTAM
1245
Global Trust Asset Management
Florida
$460K -$120K -2,599 -20%
EIA
1246
Edgemoor Investment Advisors
Maryland
$460K -$23.5K -510 -5%
EFS
1247
Essex Financial Services
Connecticut
$459K +$101K +2,188 +27%
CIM
1248
CIM Investment Management
Pennsylvania
$456K -$13.2K -286 -3%
CPO
1249
Cerity Partners OCIO
New York
$456K +$369 +8 +0.1%
FCFS
1250
First Command Financial Services
Texas
$455K +$145K +3,139 +44%
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50
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