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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$483K -$212K -5,573 -32%
SIM
1202
SSI Investment Management
California
$481K -$761K -20,000 -63%
CFA
1203
Carroll Financial Associates
North Carolina
$481K +$140K +3,675 +45%
PWM
1204
ParenteBeard Wealth Management
Pennsylvania
$479K -$19.6K -514 -4%
NBC
1205
Neuberger Berman Canada
Ontario, Canada
$479K -$49.5K -1,300 -10%
BRWA
1206
B. Riley Wealth Advisors
Florida
$479K +$170K +4,474 +62%
OAM
1207
Occidental Asset Management
California
$478K +$445K +11,679 New
WJA
1208
Williams Jones & Associates
New York
$475K +$442K +11,608 New
LJHT
1209
Laurie J. Hall Trustee
$473K – – –
TFA
1210
Toth Financial Advisory
Virginia
$473K +$15K +395 +4%
KFS
1211
KMS Financial Services
Washington
$468K -$31.8K -836 -7%
LC
1212
Lourd Capital
California
$468K +$435K +11,429 New
FANJ
1213
Financial Architects (New Jersey)
New Jersey
$466K +$7.35K +193 +2%
OIM
1214
Orca Investment Management
Oregon
$465K – – –
NAM
1215
Nichols Asset Management
Massachusetts
$462K – – –
MPAM
1216
Murphy Pohlad Asset Management
Minnesota
$461K – – –
AUB
1217
Atlantic Union Bankshares
Virginia
$461K +$436K +11,462 New
TC
1218
Telemus Capital
Michigan
$459K -$162K -4,265 -28%
GIM
1219
Greylin Investment Management
Virginia
$458K – – –
MIM
1220
Miller Investment Management
Pennsylvania
$458K – – –
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$458K +$3.62K +95 +0.9%
WA
1222
WFG Advisors
Texas
$457K -$263K -6,907 -38%
MCM
1223
Moore Capital Management
New York
$455K +$424K +11,132 New
AIM
1224
Aspen Investment Management
Michigan
$454K -$1.71K -45 -0.4%
CFS
1225
Community Financial System
New York
$435K -$38.1K -1,000 -9%
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