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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2101
Bellecapital
Switzerland
$494K – – –
PWMG
2102
Pinnacle Wealth Management Group
Michigan
$494K – – –
EFG
2103
Ethos Financial Group
Pennsylvania
$493K -$433K -3,486 -50%
MCM
2104
Monarch Capital Management
Indiana
$492K – – –
GRQ
2105
Gardner Russo & Quinn
Pennsylvania
$491K – – –
WCM
2106
Windsor Capital Management
Arizona
$488K +$497 +4 +0.1%
RRA
2107
Round Rock Advisors
Connecticut
$487K +$76.2K +614 +22%
VV
2108
Verity & Verity
South Carolina
$485K -$3.6K -29 -0.8%
WP
2109
WealthPLAN Partners
Nebraska
$485K +$1.24K +10 +0.3%
NCTC
2110
New Covenant Trust Company
Indiana
$485K -$13.2K -106 -3%
AIA
2111
Alera Investment Advisors
Illinois
$483K +$138K +1,112 +48%
PH
2112
Pinnacle Holdings
Oklahoma
$483K -$36.8K -296 -8%
S
2113
Sachetta
Massachusetts
$483K +$10.4K +84 +2%
FIA
2114
FNY Investment Advisers
New York
$483K +$20K +161 +5%
I
2115
INVST
Indiana
$482K +$9.81K +79 +2%
GJCM
2116
Grand Jean Capital Management
California
$482K – – –
BWP
2117
Baldwin Wealth Partners
Massachusetts
$482K -$35.3K -284 -8%
CIP
2118
Convergence Investment Partners
Florida
$482K -$9.31K -75 -2%
BWA
2119
Burt Wealth Advisors
Maryland
$481K -$207K -1,665 -33%
ERIM
2120
Eagle Ridge Investment Management
Connecticut
$480K – – –
JBA
2121
Johnson Bixby & Associates
Washington
$480K – – –
PCMH
2122
Polymer Capital Management (HK)
Hong Kong
$480K +$422K +3,400 New
SAM
2123
Seelaus Asset Management
New Jersey
$480K +$5.59K +45 +1%
TAM
2124
Townsend Asset Management
North Carolina
$479K +$124 +1 +0%
HFP
2125
Holistic Financial Partners
Indiana
$479K +$41.2K +332 +11%
83 84
85
86 87