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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
1501
Heritage Investment Group
Florida
$386K – – –
CS
1502
Comerica Securities
Michigan
$386K +$16K +218 +4%
GL
1503
Graypoint LLC
New York
$384K -$72.4K -989 -14%
KC
1504
Kingfisher Capital
North Carolina
$384K +$460K +6,282 New
PO
1505
Private Ocean
California
$382K +$89.7K +1,225 +24%
CFA
1506
Cahill Financial Advisors
Minnesota
$381K -$48.2K -658 -10%
PFA
1507
Pure Financial Advisors
California
$381K -$40.9K -559 -8%
VV
1508
Verity & Verity
South Carolina
$381K +$10.3K +141 +2%
EAM
1509
Evanson Asset Management
California
$379K +$439 +6 +0.1%
WA
1510
Waddell & Associates
Tennessee
$378K -$49.1K -671 -10%
S
1511
Surevest
California
$378K – – –
AA
1512
Aire Advisors
California
$377K -$81.6K -1,115 -15%
BCM
1513
BTC Capital Management
Iowa
$376K -$453K -6,183 -50%
BCA
1514
Bay Colony Advisors
Massachusetts
$375K -$93.2K -1,273 -17%
SAM
1515
SignalPoint Asset Management
Missouri
$375K -$7.32K -100 -2%
CCP
1516
Clarkston Capital Partners
Michigan
$375K – – –
PAS
1517
Professional Advisory Services
Florida
$374K – – –
BS
1518
Boenning & Scattergood
Pennsylvania
$373K +$73 +1 +0%
BEAM
1519
Baker Ellis Asset Management
Washington
$373K +$35.9K +491 +9%
JSW
1520
Journey Strategic Wealth
New Jersey
$373K +$447K +6,099 New
CM
1521
CastleKnight Management
New York
$373K +$447K +6,100 New
GIP
1522
Greatmark Investment Partners
Georgia
$372K – – –
WBG
1523
Wharton Business Group
Pennsylvania
$371K – – –
BC
1524
Burleson & Co
California
$370K +$73 +1 +0%
CFA
1525
CWS Financial Advisors
Michigan
$369K +$1.17K +16 +0.3%
59 60
61
62 63