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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2801
Putney Financial Group
California
$307K +$327K +1,840 New
BDFN
2802
Bond & Devick Financial Network
Minnesota
$307K – – –
CCA
2803
Carrera Capital Advisors
Michigan
$306K +$38.2K +215 +13%
PSP
2804
Principal Street Partners
Tennessee
$305K -$13.9K -78 -4%
FDCP
2805
Foster Dykema Cabot & Partners
Massachusetts
$305K – – –
II
2806
Impact Investors
California
$304K +$324K +1,825 New
RS
2807
Retirement Solution
Washington
$304K +$324K +1,824 New
DIA
2808
Davidson Investment Advisors
Montana
$304K +$35.4K +199 +12%
PCM
2809
Payne Capital Management
New York
$304K +$324K +1,822 New
VAM
2810
Verity Asset Management
North Carolina
$303K -$47.6K -268 -13%
WCFA
2811
Walkner Condon Financial Advisors
Wisconsin
$303K -$711 -4 -0.2%
NB
2812
Northwest Bancshares
Pennsylvania
$303K – – –
CCA
2813
Catalyst Capital Advisors
New York
$302K +$184K +1,033 +132%
JPWM
2814
Jamison Private Wealth Management
Georgia
$302K +$178 +1 +0.1%
PCS
2815
Private Client Services
Kentucky
$302K +$2.49K +14 +0.8%
WJA
2816
Willis Johnson & Associates
Texas
$300K -$41.7K -235 -12%
EBSAM
2817
Eubel Brady & Suttman Asset Management
Ohio
$300K – – –
MWA
2818
MFA Wealth Advisors
Pennsylvania
$300K – – –
SFG
2819
Sunburst Financial Group
Alabama
$300K – – –
HI
2820
Human Investing
Oregon
$299K – – –
BP
2821
BBR Partners
New York
$299K +$319K +1,796 New
BBI
2822
Baxter Bros Inc
Connecticut
$297K +$27.5K +155 +10%
DPI
2823
Diversified Portfolios Inc
Michigan
$297K +$28.6K +161 +10%
HWM
2824
Hemington Wealth Management
Virginia
$297K +$36.1K +203 +13%
BL
2825
Balentine LLC
Georgia
$297K -$790K -4,445 -71%
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113
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