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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1601
Edgestream Partners
New Jersey
$757K -$337K -3,087 -30%
EFG
1602
Everhart Financial Group
Ohio
$755K +$10.5K +96 +1%
QWM
1603
Quadcap Wealth Management
Texas
$754K +$780K +7,147 New
CIC
1604
Carnegie Investment Counsel
Ohio
$753K – – –
FCAS
1605
First Command Advisory Services
Texas
$752K – – –
SBCM
1606
Schwerin Boyle Capital Management
Massachusetts
$751K – – –
BHB
1607
Bank Hapoalim BM
Israel
$750K +$777K +7,116 New
CA
1608
CoreCap Advisors
Michigan
$749K -$182K -1,671 -19%
LCM
1609
Leisure Capital Management
California
$747K -$6.99K -64 -0.9%
IP
1610
Intellectus Partners
California
$747K – – –
WE
1611
Wealth Effects
Massachusetts
$745K +$116K +1,060 +18%
PFA
1612
Plotkin Financial Advisors
Maryland
$744K +$85.8K +786 +13%
BFIM
1613
Beese Fulmer Investment Management
Ohio
$743K +$21.8K +200 +3%
RIA
1614
Realta Investment Advisors
Delaware
$742K +$388K +3,559 +102%
SIM
1615
Studio Investment Management
Illinois
$741K +$347K +3,184 +83%
TGAM
1616
TBH Global Asset Management
Tennessee
$740K +$982 +9 +0.1%
PL
1617
Plancorp LLC
Missouri
$740K +$33.6K +308 +5%
ST
1618
Sabal Trust
Florida
$737K +$23.5K +215 +3%
LWMNY
1619
Landmark Wealth Management (New York)
New York
$735K – – –
SHGA
1620
Sand Hill Global Advisors
California
$732K +$134K +1,226 +21%
CWS
1621
Confluence Wealth Services
Pennsylvania
$732K +$56.2K +515 +8%
LFA
1622
Laraway Financial Advisors
Minnesota
$731K +$2.73K +25 +0.4%
GC
1623
Garde Capital
Washington
$731K – – –
TW
1624
TrinityPoint Wealth
Connecticut
$730K +$256K +2,348 +51%
KFI
1625
Key Financial Inc
Pennsylvania
$729K +$43.2K +396 +6%
63 64
65
66 67