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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
1226
Disciplined Equity Management
Florida
$649K +$768K +10,493 +8,198%
BCM
1227
Becker Capital Management
Oregon
$648K – – –
AIM
1228
Aigen Investment Management
New York
$642K -$1.56M -21,318 -67%
CCP
1229
Carmel Capital Partners
California
$642K +$51K +697 +7%
FFM
1230
Forum Financial Management
Illinois
$639K -$66.2K -904 -8%
GC
1231
Grimes & Company
Massachusetts
$638K -$3.88K -53 -0.5%
PBO
1232
Peoples Bank (Ohio)
Ohio
$636K -$1.83K -25 -0.2%
GAG
1233
GM Advisory Group
New York
$636K – – –
MMPW
1234
Mitchell McLeod Pugh & Williams
Alabama
$632K +$4.61K +63 +0.6%
CNBTD
1235
Citizens National Bank Trust Department
Mississippi
$631K +$105K +1,430 +16%
SRC
1236
Sage Rhino Capital
California
$629K -$12.4K -169 -2%
DP
1237
Denver PWM
Colorado
$628K +$3K +41 +0.4%
PWMG
1238
Prestige Wealth Management Group
New Jersey
$628K +$20.1K +275 +3%
JC
1239
Jacobs & Co
California
$628K +$27.8K +380 +4%
LC
1240
Lindbrook Capital
California
$624K -$5.42K -74 -0.7%
BRM
1241
Boston Research & Management
Massachusetts
$623K – – –
SIG
1242
Sky Investment Group
Connecticut
$623K – – –
XWM
1243
Xcel Wealth Management
Florida
$621K – – –
IBOK
1244
Independence Bank of Kentucky
Kentucky
$620K -$18.3K -250 -2%
MBT
1245
Montecito Bank & Trust
California
$619K -$5.27K -72 -0.7%
PCMC
1246
Paragon Capital Management (Colorado)
Colorado
$619K +$73 +1 +0%
TAM
1247
Trillium Asset Management
Massachusetts
$619K +$87.9K +1,200 +13%
SIA
1248
Strategic Investment Advisors
Michigan
$618K +$6.15K +84 +0.8%
JWM
1249
JGP Wealth Management
Oregon
$618K +$44.7K +611 +7%
RCA
1250
Roberts Capital Advisors
Colorado
$617K – – –
48 49
50
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