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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
1101
Edmond de Rothschild Holding
Switzerland
$516K -$162K -4,215 -23%
FANJ
1102
Financial Architects (New Jersey)
New Jersey
$515K +$45.5K +1,183 +9%
HPBT
1103
High Point Bank & Trust
North Carolina
$514K -$3.84K -100 -0.7%
BP
1104
Ballentine Partners
Massachusetts
$513K -$13.4K -349 -2%
BCM
1105
BBT Capital Management
Texas
$511K +$543K +14,137 New
SG
1106
Swarthmore Group
Pennsylvania
$509K
RMA
1107
Roffman Miller Associates
Pennsylvania
$509K +$38.9K +1,013 +8%
PRCM
1108
Pine River Capital Management
Minnesota
$509K +$542K +14,100 New
GLRA
1109
Gerald L. Ray & Associates
Texas
$508K
RCAG
1110
Rehmann Capital Advisory Group
Michigan
$507K -$181K -4,705 -25%
ACI
1111
Advance Capital I
Michigan
$506K +$538K +14,000 New
SWM
1112
SVA Wealth Management
Wisconsin
$503K +$48K +1,249 +10%
SCM
1113
Schnieders Capital Management
California
$502K -$153K -3,975 -22%
AIM
1114
Acropolis Investment Management
Missouri
$498K -$52.3K -1,361 -9%
SAM
1115
SignalPoint Asset Management
Missouri
$498K -$19.2K -499 -3%
EWM
1116
Edge Wealth Management
New York
$489K
CCM
1117
Compton Capital Management
Rhode Island
$480K -$86.5K -2,250 -14%
CSMF
1118
Charles Stewart Mott Foundation
Michigan
$479K +$510K +13,262 New
SCA
1119
Strategic Capital Alternatives
United States
$478K +$195K +5,065 +62%
KFC
1120
Klingenstein Fields & Co
New York
$477K +$23.1K +600 +5%
WIA
1121
Westbourne Investment Advisors
Maryland
$473K +$19.2K +500 +4%
BCM
1122
Becker Capital Management
Oregon
$471K
BW
1123
Bison Wealth
Georgia
$470K -$33.9K -881 -6%
TCM
1124
Twin Capital Management
Pennsylvania
$463K -$127K -3,300 -20%
ICOA
1125
Investment Centers of America
North Dakota
$463K +$27.9K +726 +6%