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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1501
DT Investment Partners
Pennsylvania
$331K +$344K +6,252 New
TW
1502
TrinityPoint Wealth
Connecticut
$329K – – –
PAS
1503
Partnervest Advisory Services
California
$328K -$19.1K -347 -5%
MF
1504
Manchester Financial
California
$328K – – –
WA
1505
Wambolt & Associates
Colorado
$328K +$550 +10 +0.2%
SFG
1506
SNS Financial Group
Minnesota
$327K – – –
WA
1507
Wheatland Advisors
Pennsylvania
$326K -$55 -1 -0%
CAM
1508
Claret Asset Management
Quebec, Canada
$325K -$80.4K -1,460 -19%
CCP
1509
Clarkston Capital Partners
Michigan
$325K – – –
REMPR
1510
Roof Eidam Maycock Peralta (REMP)
California
$325K – – –
BC
1511
Burleson & Co
California
$325K +$495 +9 +0.2%
HIC
1512
Hartline Investment Corp
Illinois
$323K +$11K +200 +3%
AWM
1513
Aberdeen Wealth Management
Illinois
$321K +$334K +6,062 New
PP
1514
Patten & Patten
Tennessee
$320K -$23.9K -434 -7%
CL
1515
Choreo LLC
Illinois
$318K +$15.9K +288 +5%
KTC
1516
Kistler-Tiffany Companies
Pennsylvania
$316K -$27.5K -500 -8%
LCM
1517
LVM Capital Management
Michigan
$316K -$27K -490 -8%
OSNBOA
1518
Old Second National Bank of Aurora
Illinois
$316K – – –
VPI
1519
Value Partners Investments
Manitoba, Canada
$314K +$326K +5,930 New
PP
1520
PDS Planning
Ohio
$313K +$11.1K +202 +4%
RPC
1521
Rossmore Private Capital
Connecticut
$313K +$122K +2,212 +60%
AIM
1522
Alhambra Investment Management
Florida
$313K +$325K +5,900 New
KFGK
1523
Keystone Financial Group (Kentucky)
Kentucky
$312K – – –
BI
1524
Ballast Inc
Kentucky
$310K -$33K -600 -9%
BRWM
1525
B. Riley Wealth Management
Tennessee
$309K – – –
59 60
61
62 63