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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1151
Meridian Investment Counsel
California
$437K +$8.15K +200 +2%
AWM
1152
Altavista Wealth Management
North Carolina
$434K – – –
CL
1153
Choreo LLC
Illinois
$432K -$11.2K -274 -2%
MWM
1154
Modera Wealth Management
New Jersey
$430K +$133K +3,275 +43%
DAS
1155
Dynamic Advisor Solutions
Arizona
$430K +$446K +10,936 New
CWM
1156
Cabot Wealth Management
Massachusetts
$429K -$73.3K -1,798 -14%
GLRA
1157
Gerald L. Ray & Associates
Texas
$427K -$130K -3,200 -23%
CA
1158
Cambridge Advisors
Nebraska
$427K -$36.7K -900 -8%
MFIMFI
1159
Mesirow Financial Investment Management - Fixed Income
Illinois
$424K +$440K +10,800 New
DMC
1160
Drexel Morgan & Co
Pennsylvania
$422K – – –
JAM
1161
Jolley Asset Management
North Carolina
$422K +$416K +10,200 +1,889%
CCP
1162
Corient Capital Partners
California
$420K +$435K +10,688 New
HIIFS
1163
Harel Insurance Investments & Financial Services
Israel
$415K -$150K -3,683 -26%
NL
1164
NWAM LLC
Washington
$414K +$201K +4,936 +88%
CCM
1165
Check Capital Management
California
$413K -$28.7M -703,619 -99%
HK
1166
Horizon Kinetics
New York
$412K -$17.6K -431 -4%
AFG
1167
Albion Financial Group
Utah
$412K – – –
SBWM
1168
Sunflower Bank Wealth Management
Arizona
$407K – – –
WAM
1169
Weatherly Asset Management
California
$407K +$122 +3 +0%
NAMP
1170
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$405K – – –
SCM
1171
Schnieders Capital Management
California
$402K – – –
PCM
1172
Prelude Capital Management
New York
$399K -$273K -6,710 -40%
CC
1173
Cannell & Co
New York
$399K +$24.4K +600 +6%
GWS
1174
Glassman Wealth Services
Virginia
$398K -$148K -3,621 -26%
BMM
1175
Buffington Mohr McNeal
Idaho
$397K – – –
45 46
47
48 49