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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1676
Matrix Private Capital Group
New York
$220K +$229K +4,159 New
GFPC
1677
Global Financial Private Client
Florida
$220K +$228K +4,147 New
HWMG
1678
Hurlow Wealth Management Group
Indiana
$219K – – –
JGUA
1679
John G. Ullman & Associates
New York
$219K – – –
AWA
1680
ARS Wealth Advisors
Florida
$218K -$37K -672 -14%
CM
1681
Capital Management
Virginia
$218K – – –
RPWA
1682
Regent Peak Wealth Advisors
Georgia
$218K +$227K +4,125 New
S
1683
SimplyRich
California
$217K – – –
SCG
1684
Sonata Capital Group
Washington
$217K – – –
HS
1685
HighVista Strategies
Massachusetts
$217K +$226K +4,100 New
IA
1686
Independence Advisors
Pennsylvania
$216K – – –
PWM
1687
Perigon Wealth Management
California
$216K +$7.16K +130 +3%
FWM
1688
FSA Wealth Management
Massachusetts
$216K +$225K +4,080 New
HR
1689
Howe & Rusling
New York
$215K – – –
OIWM
1690
OptiFour Integrated Wealth Management
Virginia
$215K – – –
BAS
1691
Brown Advisory Securities
Maryland
$215K +$224K +4,067 New
NWP
1692
Northstar Wealth Partners
Connecticut
$214K +$495 +9 +0.2%
FI
1693
Fosun International
China
$214K +$220K +4,000 New
RHP
1694
Royal Harbor Partners
Texas
$214K +$223K +4,048 New
SFG
1695
Summit Financial Group
West Virginia
$213K -$24.5K -445 -10%
NFG
1696
NewFocus Financial Group
Washington
$213K -$17.7K -321 -7%
IFG
1697
Investors Financial Group
Minnesota
$213K +$221K +4,013 New
M
1698
Mirova
France
$212K -$9.2M -167,108 -98%
FC
1699
Fulcrum Capital
Washington
$212K – – –
GRQ
1700
Gardner Russo & Quinn
Pennsylvania
$212K – – –
66 67
68
69 70