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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1526
Walter & Keenan Wealth Management
Indiana
$217K +$204K +4,200 New
OCM
1527
One Capital Management
California
$217K +$205K +4,213 New
RT
1528
Rockland Trust
Massachusetts
$215K +$202K +4,161 New
RG
1529
Rathbones Group
United Kingdom
$215K +$202K +4,166 New
SFP
1530
Shepherd Financial Partners
Massachusetts
$214K – – –
SHA
1531
Seneca House Advisors
Virginia
$212K +$200K +4,108 New
S
1532
SimplyRich
California
$212K +$200K +4,113 New
WCM
1533
Wedge Capital Management
North Carolina
$211K +$199K +4,096 New
SCG
1534
Sonata Capital Group
Washington
$211K +$199K +4,100 New
B
1535
Bridgeworth
Alabama
$210K +$69.8K +1,436 +36%
CBA
1536
Coastal Bridge Advisors
Connecticut
$209K +$197K +4,051 New
SL
1537
Signition LP
New York
$208K +$196K +4,025 New
RCM
1538
RB Capital Management
Nevada
$207K -$32.8K -675 -14%
SAS
1539
Stelac Advisory Services
New York
$207K +$195K +4,010 New
CWA
1540
Cypress Wealth Advisors
California
$207K +$195K +4,020 New
RA
1541
RFG Advisory
Alabama
$207K +$195K +4,022 New
ECM
1542
Estabrook Capital Management
New York
$207K -$33.8K -695 -15%
MCM
1543
Monarch Capital Management
Indiana
$206K +$194K +3,990 New
GRQ
1544
Gardner Russo & Quinn
Pennsylvania
$206K +$194K +4,000 New
WWM
1545
Willingdon Wealth Management
North Carolina
$204K +$4.71K +97 +3%
AWM
1546
Aries Wealth Management
Maine
$204K +$192K +3,948 New
CAM
1547
ClariVest Asset Management
California
$203K – – –
AW
1548
ACG Wealth
Georgia
$203K +$192K +3,944 New
WIP
1549
Wellesley Investment Partners
Massachusetts
$202K +$190K +3,919 New
TCM
1550
Tradition Capital Management
New Jersey
$201K +$190K +3,910 New
60 61
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