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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1201
Blue Fin Capital
Rhode Island
$564K -$47.9K -1,050 -9%
WI
1202
Wintrust Investments
Illinois
$558K -$8.48K -186 -2%
EWM
1203
Edge Wealth Management
New York
$555K -$4.56K -100 -0.9%
ERIM
1204
Eagle Ridge Investment Management
Connecticut
$555K +$50.8K +1,115 +10%
GF
1205
Gabelli Funds
New York
$552K – – –
LNC
1206
Lincoln National Corp
Pennsylvania
$547K +$67.3K +1,476 +16%
S
1207
SignatureFD
Georgia
$545K +$63.2K +1,387 +15%
SIM
1208
SSI Investment Management
California
$543K -$8.2K -180 -2%
MFW
1209
Mosaic Family Wealth
Missouri
$538K -$262K -5,750 -35%
EFS
1210
Essex Financial Services
Connecticut
$538K -$144K -3,157 -23%
PFO
1211
Pathstone Family Office
New Jersey
$537K +$123K +2,696 +34%
WAM
1212
Weatherly Asset Management
California
$536K +$137 +3 +0%
PK
1213
Pflug Koory
Nebraska
$532K – – –
HIIFS
1214
Harel Insurance Investments & Financial Services
Israel
$531K +$228K +5,000 +89%
MWM
1215
Mission Wealth Management
California
$529K +$18.2K +400 +4%
WI
1216
WrapManager Inc
California
$529K +$41.7K +914 +9%
FMW
1217
Farr Miller & Washington
District of Columbia
$529K +$46.6K +1,023 +11%
EGA
1218
Eagle Global Advisors
Texas
$527K +$203K +4,452 +74%
HS
1219
HighVista Strategies
Massachusetts
$526K -$319K -7,000 -40%
SWM
1220
SVA Wealth Management
Wisconsin
$526K -$44.6K -978 -9%
AFG
1221
Albion Financial Group
Utah
$526K – – –
MWAC
1222
Mariner Wealth Advisors (Cincinnati)
Ohio
$525K -$52.2K -1,146 -10%
BHBT
1223
Burke & Herbert Bank & Trust
Virginia
$524K -$58.3K -1,280 -11%
MBT
1224
Montecito Bank & Trust
California
$524K -$29.6K -650 -6%
BMM
1225
Buffington Mohr McNeal
Idaho
$523K +$46 +1 +0%
47 48
49
50 51