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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1501
PDS Planning
Ohio
$273K +$96 +2 +0%
TW
1502
TrinityPoint Wealth
Connecticut
$273K +$290K +6,046 New
PGAM
1503
Princeton Global Asset Management
New Jersey
$273K +$290K +6,050 New
GKWIM
1504
Gerber Kawasaki Wealth & Investment Management
California
$272K +$45K +940 +18%
BRWM
1505
B. Riley Wealth Management
Tennessee
$269K -$5.99K -125 -2%
FI
1506
FormulaFolio Investments
Michigan
$269K – – –
AF
1507
Affiance Financial
Minnesota
$268K -$14.4K -300 -5%
AP
1508
Appleton Partners
Massachusetts
$267K -$1.82K -38 -0.6%
HIC
1509
Hartline Investment Corp
Illinois
$266K – – –
POIA
1510
Pin Oak Investment Advisors
Texas
$266K +$96 +2 +0%
EGA
1511
E&G Advisors
Texas
$266K +$283K +5,900 New
BCWM
1512
Blue Chip Wealth Management
Florida
$263K -$40.2K -839 -13%
BBI
1513
Baxter Bros Inc
Connecticut
$263K +$40.4K +844 +17%
DDC
1514
DF Dent & Co
Maryland
$261K – – –
TWA
1515
TCI Wealth Advisors
Arizona
$259K -$13.1K -274 -5%
SIM
1516
SSI Investment Management
California
$259K -$911 -19 -0.3%
WTFG
1517
Wells Trecaso Financial Group
Ohio
$258K +$18.6K +388 +7%
SMFS
1518
Squar Milner Financial Services
California
$257K – – –
SFG
1519
Summit Financial Group
West Virginia
$257K – – –
GEM
1520
Global Endowment Management
North Carolina
$256K -$97.8K -2,040 -26%
BB
1521
Bell Bank
North Dakota
$256K -$1.34K -28 -0.5%
LDFR
1522
Lehman & Derafelo Financial Resources
Pennsylvania
$256K +$272K +5,670 New
HI
1523
Horizon Investments
North Carolina
$255K +$270K +5,640 New
DAC
1524
Dividend Assets Capital
South Carolina
$254K +$5.37K +112 +2%
CGA
1525
Crescent Grove Advisors
Illinois
$254K +$269K +5,619 New
59 60
61
62 63