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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1176
KMS Financial Services
Washington
$376K -$8.34K -257 -2%
AIM
1177
Aspen Investment Management
Michigan
$376K – – –
GIM
1178
Greylin Investment Management
Virginia
$372K – – –
MIM
1179
Miller Investment Management
Pennsylvania
$371K – – –
ST
1180
Sentinel Trust
Texas
$371K +$24.1K +743 +7%
CFA
1181
Carroll Financial Associates
North Carolina
$370K -$39.3K -1,212 -10%
CPO
1182
Cerity Partners OCIO
New York
$370K +$23K +710 +7%
BHBT
1183
Burke & Herbert Bank & Trust
Virginia
$365K -$3.24K -100 -0.9%
TBA
1184
Tower Bridge Advisors
Pennsylvania
$359K -$1.23M -38,065 -78%
SBWM
1185
Sunflower Bank Wealth Management
Arizona
$349K -$40.7K -1,255 -11%
BONST
1186
Bank of Nova Scotia Trust
Ontario, Canada
$343K +$336K +10,345 New
UR
1187
USCA RIA
Texas
$340K +$16.1K +497 +5%
BFG
1188
Beacon Financial Group
Texas
$339K +$325K +10,027 New
BIC
1189
Bridges Investment Counsel
Nebraska
$336K -$13K -400 -4%
RC
1190
Roundview Capital
New Jersey
$334K – – –
UM
1191
Ulysses Management
New York
$332K +$130K +4,000 +67%
ICAS
1192
Investors Capital Advisory Services
Massachusetts
$329K -$8.53K -263 -3%
FNBTCON
1193
First National Bank & Trust Co of Newtown
Pennsylvania
$328K – – –
RU
1194
RobecoSam USA
New York
$322K +$41.6K +1,282 +15%
CL
1195
CPWM LLC
Washington
$316K – – –
BIC
1196
Beach Investment Counsel
Pennsylvania
$315K -$333K -10,250 -52%
SAM
1197
SignalPoint Asset Management
Missouri
$311K +$304K +9,369 New
MFW
1198
Meristem Family Wealth
Minnesota
$306K +$6.36K +196 +2%
CFSG
1199
Community Financial Services Group
Vermont
$302K – – –
JWA
1200
JFS Wealth Advisors
Pennsylvania
$300K -$14K -432 -5%
46 47
48
49 50