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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Segment Wealth Management
Texas
$256K +$3.73K +46 +2%
FF
1927
FourThought Financial
Florida
$254K -$124K -1,528 -33%
CFCI
1928
Comprehensive Financial Consultants Institutional
Indiana
$254K -$8.1K -100 -3%
MA
1929
MBA Advisors
Pennsylvania
$252K +$3.08K +38 +1%
FBT
1930
First Bank & Trust
South Dakota
$251K -$11.7K -144 -5%
DP
1931
Dearborn Partners
Illinois
$251K – – –
OPA
1932
Old Port Advisors
Maine
$250K -$6.32K -78 -3%
CAM
1933
Congress Asset Management
Massachusetts
$250K -$2.59K -32 -1%
DE
1934
Day & Ennis
Georgia
$250K – – –
RWA
1935
RGT Wealth Advisors
Texas
$250K – – –
SIM
1936
Stratos Investment Management
Ohio
$250K +$486 +6 +0.2%
6F
1937
626 Financial
Michigan
$250K +$6.56K +81 +3%
NWM
1938
NEIRG Wealth Management
Massachusetts
$249K +$243 +3 +0.1%
SB
1939
Strategic Blueprint
Georgia
$249K +$244K +3,015 New
AAM
1940
Autus Asset Management
Arizona
$248K -$104K -1,282 -30%
NEWAS
1941
N.E.W. Advisory Services
Wisconsin
$248K -$162 -2 -0.1%
AAM
1942
AR Asset Management
California
$248K – – –
PGA
1943
Portland Global Advisors
Maine
$248K – – –
VA
1944
Valmark Advisers
Ohio
$248K +$3.48K +43 +1%
CAC
1945
Core Alternative Capital
Georgia
$247K -$3.15M -38,949 -93%
PWAG
1946
Polaris Wealth Advisory Group
California
$246K -$12.3M -151,743 -98%
SAF
1947
Smith Anglin Financial
Texas
$246K -$99.1K -1,224 -29%
KFS
1948
Kelly Financial Services
Massachusetts
$246K +$162 +2 +0.1%
STB
1949
S&T Bank
Pennsylvania
$245K -$12.1K -149 -5%
MMHP
1950
Murphy Middleton Hinkle & Parker
Georgia
$245K – – –
76 77
78
79 80