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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
1651
Retirement Income Solutions
Michigan
$329K – – –
EFG
1652
Everhart Financial Group
Ohio
$329K +$331K +4,225 New
PWMAG
1653
Pinnacle Wealth Management Advisory Group
New Jersey
$328K +$28.6K +365 +9%
THWM
1654
Taylor Hoffman Wealth Management
Virginia
$327K -$141K -1,805 -30%
SXL
1655
Summit X LLC
Missouri
$327K -$11.7K -150 -3%
BCM
1656
BTC Capital Management
Iowa
$327K – – –
CCC
1657
Crescent Capital Consulting
Louisiana
$327K – – –
HWA
1658
Heartwood Wealth Advisors
Virginia
$326K – – –
CIAS
1659
Capital Investment Advisory Services
North Carolina
$326K +$313 +4 +0.1%
WDA
1660
Wendell David Associates
New Hampshire
$326K +$7.83K +100 +2%
CG
1661
Corundum Group
Colorado
$325K -$16.9K -216 -5%
IFG
1662
Investors Financial Group
Minnesota
$325K +$157 +2 +0%
TWM
1663
TriaGen Wealth Management
California
$324K -$7.83K -100 -3%
AL
1664
ADE LLC
Maryland
$324K – – –
HFG
1665
Heron Financial Group
New York
$324K – – –
PA
1666
Parkside Advisors
California
$324K – – –
DWM
1667
Destination Wealth Management
California
$324K +$61.8K +790 +23%
ZCM
1668
Ziegler Capital Management
Illinois
$323K -$9.47K -121 -3%
GJCM
1669
Grand Jean Capital Management
California
$323K – – –
SDWIA
1670
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$322K – – –
PHAM
1671
Palisades Hudson Asset Management
Florida
$321K – – –
BB
1672
Bell Bank
North Dakota
$320K -$2.19K -28 -0.7%
S
1673
SimplyRich
California
$320K – – –
AIP
1674
Almanack Investment Partners
Pennsylvania
$319K -$77.2K -986 -19%
NFG
1675
Next Financial Group
Texas
$319K +$2.66K +34 +0.8%
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