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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1326
United Bank (Virginia)
Virginia
$515K +$220K +3,700 +87%
IDBONY
1327
Israel Discount Bank of New York
New York
$513K -$149K -2,503 -24%
LP
1328
LGL Partners
Pennsylvania
$513K -$14.7K -247 -3%
HPWM
1329
Highland Private Wealth Management
Washington
$512K -$9.17K -154 -2%
KFP
1330
KMG Fiduciary Partners
Ohio
$512K +$5.95K +100 +1%
AA
1331
AQR Arbitrage
Connecticut
$511K +$474K +7,961 New
APG
1332
Abacus Planning Group
South Carolina
$510K +$14.2K +239 +3%
CA
1333
Capital Advantage
California
$510K +$482K +8,094 New
GCP
1334
GSA Capital Partners
United Kingdom
$509K +$166K +2,795 +55%
BOTW
1335
Bank of the West
California
$508K -$21.2K -356 -4%
FI
1336
FormulaFolio Investments
Michigan
$508K +$123K +2,069 +36%
BOS
1337
Bingham Osborn & Scarborough
California
$506K -$1.91M -32,139 -80%
GFS
1338
GYL Financial Synergies
Connecticut
$506K -$42.1K -708 -8%
DIA
1339
Davidson Investment Advisors
Montana
$504K +$14.9K +250 +3%
CWM
1340
CCG Wealth Management
California
$504K +$464K +7,797 New
IWP
1341
Icon Wealth Partners
Texas
$503K -$16.4K -276 -3%
CA
1342
Calton & Associates
Florida
$501K +$49.2K +826 +12%
LJAC
1343
L.J. Altfest & Co
New York
$493K +$7.56K +127 +2%
RIA
1344
Regal Investment Advisors
Michigan
$493K +$454K +7,626 New
PGCM
1345
Prescott Group Capital Management
Oklahoma
$492K – – –
OL
1346
Optas LLC
Texas
$491K -$161K -2,710 -26%
HH
1347
Hilltop Holdings
Texas
$490K -$107K -1,799 -19%
SICM
1348
Sustainable Insight Capital Management
New York
$490K +$451K +7,580 New
WA
1349
WealthTrust Axiom
Pennsylvania
$488K – – –
FCB
1350
First Command Bank
Texas
$488K +$35.7K +600 +9%
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