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Oracle
ORCL

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