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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1501
Global Endowment Management
North Carolina
$302K – – –
BPB
1502
Badgley, Phelps & Bell
Washington
$301K – – –
RP
1503
Riverbridge Partners
Minnesota
$300K +$1.14K +20 +0.4%
FMW
1504
Farr Miller & Washington
District of Columbia
$298K -$23.8K -419 -8%
VCAM
1505
Van Cleef Asset Management
Ohio
$297K – – –
NHC
1506
Nicholas Hoffman & Company
Georgia
$296K -$5.68K -100 -2%
IAMOG
1507
Investors Asset Management of Georgia
Georgia
$296K -$1.7K -30 -0.6%
EWM
1508
Executive Wealth Management
Michigan
$296K +$52K +916 +23%
OA
1509
Oxbow Advisors
Texas
$295K -$576K -10,148 -67%
SPC
1510
Stewart & Patten Company
California
$295K -$68.2K -1,200 -20%
CL
1511
Choreo LLC
Illinois
$295K -$56.8K -1,000 -17%
MF
1512
Manchester Financial
California
$294K – – –
LAM
1513
Lingohr Asset Management
Germany
$293K -$114K -2,000 -29%
APW
1514
Acima Private Wealth
Virginia
$293K – – –
AAM
1515
Autus Asset Management
Arizona
$292K -$284 -5 -0.1%
CAAS
1516
Capital Asset Advisory Services
Michigan
$292K +$10.8K +191 +4%
NAM
1517
NTV Asset Management
West Virginia
$291K – – –
CAM
1518
CenterStar Asset Management
Illinois
$289K – – –
CFD
1519
Creative Financial Designs
Indiana
$287K – – –
WCAMG
1520
Woodard & Company Asset Management Group
North Carolina
$286K – – –
WWM
1521
Western Wealth Management
Colorado
$286K +$6.19K +109 +2%
SGK
1522
Steigerwald Gordon & Koch
Virginia
$285K +$5.68K +100 +2%
FWCM
1523
Ferguson Wellman Capital Management
Oregon
$284K +$511 +9 +0.2%
PFA
1524
Plotkin Financial Advisors
Maryland
$284K -$27.9K -492 -9%
T
1525
TOBAM
France
$282K +$268K +4,724 New
59 60
61
62 63