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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1501
JT Stratford LLC
Georgia
$236K +$222K +4,575 New
CAL
1502
Capital Advisors Ltd
Ohio
$235K – – –
GIP
1503
Greatmark Investment Partners
Georgia
$234K – – –
CHA
1504
Carmichael Hill & Associates
Maryland
$234K +$220K +4,530 New
SWA
1505
SFMG Wealth Advisors
Texas
$234K +$233K +4,801 New
CAM
1506
Congress Asset Management
Massachusetts
$232K +$218K +4,490 New
EWM
1507
Evermay Wealth Management
Virginia
$232K +$219K +4,509 New
WI
1508
Wedgewood Investors
Pennsylvania
$230K +$217K +4,465 New
FHC
1509
First Heartland Consultants
Missouri
$228K -$155K -3,199 -42%
KP
1510
Keel Point
Alabama
$227K +$214K +4,398 New
ACM
1511
Armbruster Capital Management
New York
$227K +$214K +4,400 New
IC
1512
InterOcean Capital
Illinois
$225K +$212K +4,362 New
MWPCG
1513
Measured Wealth Private Client Group
New Hampshire
$224K -$37.8K -779 -15%
CAN
1514
Claraphi Advisory Network
United States
$222K -$11.9K -246 -5%
CAM
1515
Cidel Asset Management
Ontario, Canada
$222K +$209K +4,310 New
MHIC
1516
Marble Harbor Investment Counsel
Massachusetts
$221K +$208K +4,280 New
GFPC
1517
Global Financial Private Capital
Florida
$220K -$17.6K -362 -8%
VA
1518
Valmark Advisers
Ohio
$220K +$207K +4,262 New
LWAC
1519
Laurel Wealth Advisors (California)
California
$219K -$50K -1,029 -20%
PO
1520
Private Ocean
California
$219K -$5.78K -119 -3%
BWA
1521
Burt Wealth Advisors
Maryland
$218K – – –
FWM
1522
Focused Wealth Management
New York
$217K -$641K -13,192 -76%
JWM
1523
JGP Wealth Management
Oregon
$217K -$99.6K -2,050 -33%
CM
1524
Capital Management
Virginia
$217K -$53.4K -1,100 -21%
CAAS
1525
Capital Asset Advisory Services
Michigan
$217K +$204K +4,200 New
59 60
61
62 63