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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1301
Good Life Advisors
Pennsylvania
$414K -$10.4K -214 -3%
PAS
1302
Partnervest Advisory Services
California
$414K +$11.7K +241 +3%
GLI
1303
Guardian Life Insurance
New York
$413K -$11.4K -234 -3%
WCWM
1304
Willow Creek Wealth Management
California
$413K -$2.43K -50 -0.6%
GF
1305
Gabelli Funds
New York
$412K -$72.9K -1,500 -16%
SWA
1306
Sutton Wealth Advisors
Florida
$412K – – –
MWAC
1307
Mariner Wealth Advisors (Cincinnati)
Ohio
$409K +$680 +14 +0.2%
PMFA
1308
Plante Moran Financial Advisors
Michigan
$409K +$43.4K +894 +13%
CB
1309
Community Bank
New York
$407K -$24.3K -500 -6%
TRIM
1310
Thompson Rubinstein Investment Management
Oregon
$407K – – –
CFSG
1311
Community Financial Services Group
Vermont
$404K -$631 -13 -0.2%
CRIG
1312
Charter Research & Investment Group
Connecticut
$402K -$53.4K -1,100 -12%
FIA
1313
Foundations Investment Advisors
Arizona
$402K +$6.75K +139 +2%
PHAM
1314
Palisades Hudson Asset Management
Florida
$401K -$36K -741 -9%
RB
1315
Rodgers Brothers
Pennsylvania
$401K +$378K +7,777 New
AGM
1316
Alpine Global Management
New York
$400K +$377K +7,756 New
APA
1317
American Portfolios Advisors
New York
$398K -$615K -12,667 -62%
OIM
1318
Orca Investment Management
Oregon
$398K -$19.4K -400 -5%
GEM
1319
Global Endowment Management
North Carolina
$398K – – –
HB
1320
Homrich & Berg
Georgia
$397K -$120K -2,473 -24%
GJCM
1321
Grand Jean Capital Management
California
$397K – – –
PCG
1322
Private Capital Group
Connecticut
$396K -$75.9K -1,562 -17%
CBTWT
1323
Community Bank & Trust (Waco, Texas)
Texas
$395K -$9.71K -200 -3%
AIM
1324
Aspen Investment Management
Michigan
$393K – – –
PLFAM
1325
Pineno Levin & Ford Asset Management
Virginia
$392K – – –
51 52
53
54 55