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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1026
KKM Financial
Illinois
$2.25M +$2.33M +21,361 New
EFS
1027
Essex Financial Services
Connecticut
$2.24M +$72.4K +663 +3%
AC
1028
Arjuna Capital
North Carolina
$2.24M +$130K +1,193 +6%
DWT
1029
Dorsey & Whitney Trust
South Dakota
$2.23M +$227K +2,079 +11%
AIP
1030
Ameritas Investment Partners
Nebraska
$2.23M -$101K -928 -4%
PFA
1031
Peak Financial Advisors
Colorado
$2.22M +$2.3M +21,089 New
ACIM
1032
Azimuth Capital Investment Management
Michigan
$2.22M +$2.73K +25 +0.1%
BG
1033
Bollard Group
Massachusetts
$2.21M -$6.66K -61 -0.3%
BAM
1034
Berkshire Asset Management
Pennsylvania
$2.2M – – –
CHC
1035
City Holding Co
West Virginia
$2.2M +$75.2K +689 +3%
WTB
1036
Washington Trust Bank
Washington
$2.19M – – –
VCM
1037
Vivaldi Capital Management
Illinois
$2.19M +$1.26M +11,523 +149%
WWS
1038
Wellington Wealth Strategies
Indiana
$2.18M +$2.25M +20,637 New
MNBTD
1039
Moody National Bank Trust Division
Texas
$2.17M -$2.29M -20,946 -50%
AWP
1040
Abacus Wealth Partners
California
$2.17M +$62.2K +570 +3%
CAI
1041
Capital Advisors Inc
Oklahoma
$2.16M +$243K +2,227 +12%
WANY
1042
Wealthspire Advisors (New York)
New York
$2.16M +$150K +1,372 +7%
CC
1043
Callan Capital
California
$2.14M -$748K -6,852 -25%
PAM
1044
Panagora Asset Management
Massachusetts
$2.14M +$20.1K +184 +0.9%
KIA
1045
KCM Investment Advisors
California
$2.14M -$140K -1,279 -6%
AGP
1046
Autumn Glory Partners
Texas
$2.13M +$168K +1,542 +8%
AG
1047
Ascent Group
Virginia
$2.13M -$284K -2,602 -12%
LAI
1048
Legal Advantage Investments
California
$2.13M +$502K +4,600 +30%
WC
1049
Wynn Capital
Georgia
$2.13M +$2.2M +20,162 New
IFWM
1050
Institute for Wealth Management
Colorado
$2.11M -$91.9K -842 -4%
40 41
42
43 44