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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1601
Wendell David Associates
New Hampshire
$242K -$3.08K -57 -1%
DPI
1602
Diversified Portfolios Inc
Michigan
$242K – – –
BWA
1603
Burt Wealth Advisors
Maryland
$241K -$758 -14 -0.3%
OCM
1604
One Capital Management
California
$240K – – –
CAAS
1605
Capital Asset Advisory Services
Michigan
$239K – – –
EWM
1606
Evermay Wealth Management
Virginia
$238K -$12.2K -226 -5%
KP
1607
Keel Point
Alabama
$238K -$5.03K -93 -2%
CM
1608
Capital Management
Virginia
$238K +$3.46K +64 +2%
CWA
1609
Clarus Wealth Advisors
Arizona
$238K +$226K +4,173 New
CIC
1610
Carnegie Investment Counsel
Ohio
$237K – – –
HWMG
1611
Hurlow Wealth Management Group
Indiana
$235K – – –
PL
1612
Parthenon LLC
Kentucky
$234K – – –
SCG
1613
Sonata Capital Group
Washington
$234K – – –
S
1614
SimplyRich
California
$234K +$223K +4,113 New
WAG
1615
Winthrop Advisory Group
Massachusetts
$233K +$222K +4,094 New
BWCS
1616
Beirne Wealth Consulting Services
Connecticut
$232K -$861K -15,912 -80%
FIA
1617
Foundations Investment Advisors
Arizona
$232K -$70.8K -1,308 -25%
JF
1618
JSF Financial
California
$232K – – –
AWM
1619
Aries Wealth Management
Maine
$231K – – –
HR
1620
Howe & Rusling
New York
$231K +$17.5K +324 +9%
MHIM
1621
MacNealy Hoover Investment Management
Ohio
$230K -$54.1K -1,000 -20%
NWP
1622
Northstar Wealth Partners
Connecticut
$230K +$16.2K +300 +8%
BFM
1623
Boothbay Fund Management
New York
$230K +$218K +4,030 New
NIT
1624
NumerixS Investment Technologies
British Columbia, Canada
$228K -$327K -6,049 -60%
BC
1625
Burleson & Co
California
$228K -$189K -3,499 -46%
63 64
65
66 67