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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1301
Poplar Forest Capital
California
$533K – – –
FHA
1302
Flagship Harbor Advisors
Massachusetts
$532K +$37.7K +634 +8%
EAM
1303
Evanson Asset Management
California
$531K +$298 +5 +0.1%
RB
1304
Renasant Bank
Mississippi
$531K +$489K +8,215 New
BST
1305
Bath Savings Trust
Maine
$529K -$18.7K -314 -4%
ERIM
1306
Eagle Ridge Investment Management
Connecticut
$528K -$96.3K -1,617 -17%
CC
1307
Cannell & Co
New York
$526K – – –
PWM
1308
Perigon Wealth Management
California
$526K +$23.6K +397 +5%
OAM
1309
Occidental Asset Management
California
$524K -$42.7K -717 -8%
LC
1310
LCNB Corp
Ohio
$524K -$26.8K -450 -5%
BMC
1311
Beaton Management Company
Massachusetts
$523K -$5.95K -100 -1%
CRIG
1312
Charter Research & Investment Group
Connecticut
$523K – – –
CB
1313
CNB Bank
Pennsylvania
$522K -$8.93K -150 -2%
BHC
1314
Bowen Hanes & Co
Florida
$522K – – –
BS
1315
Boenning & Scattergood
Pennsylvania
$521K – – –
AWE
1316
Avidian Wealth Enterprises
Texas
$521K +$479K +8,053 New
FFN
1317
Focus Financial Network
Minnesota
$520K -$105K -1,767 -18%
SIMM
1318
Stillwater Investment Management (Minnesota)
Minnesota
$520K -$62.7K -1,054 -12%
VC
1319
Vicus Capital
Pennsylvania
$519K -$37.4K -628 -7%
AFM
1320
Abbot Financial Management
Massachusetts
$519K – – –
TCM
1321
Teza Capital Management
Illinois
$518K +$476K +8,001 New
PWPS
1322
Pinnacle Wealth Planning Services
Ohio
$516K -$9.53K -160 -2%
AA
1323
Argent Advisors
Louisiana
$516K -$5K -84 -1%
VAM
1324
Verity Asset Management
North Carolina
$516K +$29.6K +498 +7%
YWP
1325
YorkBridge Wealth Partners
New York
$515K +$100K +1,684 +27%
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