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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1951
Madison Wealth Partners
Wisconsin
$266K +$13.3K +142 +5%
SWM
1952
Segment Wealth Management
Texas
$266K +$286K +3,049 New
SCM
1953
Southport Capital Management
Tennessee
$266K +$287K +3,052 New
AFG
1954
Allegheny Financial Group
Pennsylvania
$265K +$469 +5 +0.2%
CBFP
1955
Cedar Brook Financial Partners
Ohio
$265K +$49.2K +524 +21%
CA
1956
Crewe Advisors
Utah
$265K +$98.6K +1,050 +53%
WMP
1957
Wealth Management Partners
Arizona
$264K -$38.6K -411 -12%
DP
1958
Dearborn Partners
Illinois
$264K +$285K +3,031 New
RWA
1959
RGT Wealth Advisors
Texas
$263K -$50.7K -540 -15%
SIM
1960
Stratos Investment Management
Ohio
$263K -$5.54K -59 -2%
DE
1961
Day & Ennis
Georgia
$263K – – –
AC
1962
Avestar Capital
New York
$263K +$283K +3,018 New
AAM
1963
AR Asset Management
California
$262K – – –
BIM
1964
Baldwin Investment Management
Pennsylvania
$262K – – –
MA
1965
MBA Advisors
Pennsylvania
$262K – – –
PGA
1966
Portland Global Advisors
Maine
$262K – – –
CCM
1967
Carlson Capital Management
Minnesota
$262K +$30.1K +321 +12%
UL
1968
Unionview LLC
Washington
$262K +$282K +3,004 New
NWM
1969
NEIRG Wealth Management
Massachusetts
$262K +$282K +3,007 New
WAM
1970
Watershed Asset Management
California
$259K +$279K +2,973 New
KFS
1971
Kelly Financial Services
Massachusetts
$259K +$188 +2 +0.1%
MMHP
1972
Murphy Middleton Hinkle & Parker
Georgia
$258K – – –
VA
1973
Valmark Advisers
Ohio
$258K +$2.07K +22 +0.8%
BEW
1974
Burton Enright Welch
California
$258K +$278K +2,957 New
TCWM
1975
Total Clarity Wealth Management
Illinois
$256K – – –
77 78
79
80 81