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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
1301
Kelly Lawrence W & Associates
California
$380K – – –
MCC
1302
Mid Continent Capital
Illinois
$380K +$121K +2,800 +47%
TFA
1303
Toth Financial Advisory
Virginia
$379K -$30.8K -710 -7%
CCG
1304
Chatham Capital Group
Georgia
$377K +$18.4K +425 +5%
YP
1305
Yellowstone Partners
Idaho
$374K -$59.4K -1,370 -14%
WCA
1306
Westover Capital Advisors
Delaware
$370K -$197K -4,535 -35%
FC
1307
Forte Capital
New York
$370K +$8.67K +200 +2%
SCA
1308
Salient Capital Advisors
Texas
$368K +$9.62K +222 +3%
MMPW
1309
Mitchell McLeod Pugh & Williams
Alabama
$366K – – –
DA
1310
DSC Advisors
Illinois
$365K +$17.3K +400 +5%
AIM
1311
Aspen Investment Management
Michigan
$363K – – –
AP
1312
Appleton Partners
Massachusetts
$361K -$37.9K -875 -9%
PL
1313
Plancorp LLC
Missouri
$358K +$360K +8,295 New
JIC
1314
Joel Isaacson & Co
New York
$357K +$17.9K +413 +5%
LCM
1315
LVM Capital Management
Michigan
$356K -$18.4K -425 -5%
LCM
1316
Landscape Capital Management
New Jersey
$354K +$355K +8,200 New
CPO
1317
Cerity Partners OCIO
New York
$353K +$16.7K +386 +5%
SCA
1318
Strategic Capital Alternatives
United States
$353K +$354K +8,171 New
PJSIMP
1319
P.J. Schmidt Investment Management (PJS)
Wisconsin
$352K +$390 +9 +0.1%
BRWM
1320
B. Riley Wealth Management
Tennessee
$351K – – –
CIP
1321
Convergence Investment Partners
Florida
$350K -$7.97M -183,985 -96%
IFB
1322
iAB Financial Bank
Indiana
$350K +$351K +8,100 New
WPW
1323
Waldron Private Wealth
Pennsylvania
$349K -$44.7K -1,032 -11%
DAM
1324
Delta Asset Management
Tennessee
$346K -$13K -300 -4%
AF
1325
Affiance Financial
Minnesota
$343K – – –
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