Holdings Channel
ORCL Holdings Changes image
This page summarizes the ORCL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether ORCL is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing ORCL Share Count
Gradient Investments LLC 3,441 136,817 +133,376 +3876.08%
Tradewinds Capital Management LLC 96 1,096 +1,000 +1041.67%
Beech Hill Advisors Inc. 3,500 29,788 +26,288 +751.09%
Jamison Private Wealth Management Inc. 274 1,520 +1,246 +454.74%
Impax Asset Management Group plc 343,950 1,900,191 +1,556,241 +452.46%
Hartline Investment Corp 3,253 17,173 +13,920 +427.91%
Cornerstone Wealth Group LLC 3,410 14,993 +11,583 +339.68%
Trust Co 3,315 14,369 +11,054 +333.45%
CBOE Vest Financial LLC 2,733 10,133 +7,400 +270.76%
NBC Securities Inc. 8,780 30,974 +22,194 +252.78%
Soltis Investment Advisors LLC 17,892 56,755 +38,863 +217.21%
Oak Harvest Investment Services 15,179 47,225 +32,046 +211.12%
PFG Investments LLC 12,152 36,947 +24,795 +204.04%
Legend Financial Advisors Inc. 64 189 +125 +195.31%
CX Institutional 14,055 38,792 +24,737 +176.00%
Simon Quick Advisors LLC 3,286 9,016 +5,730 +174.38%
Salem Investment Counselors Inc. 13,877 33,902 +20,025 +144.30%
General Partner Inc. 1,000 2,190 +1,190 +119.00%
Rise Advisors LLC 738 1,554 +816 +110.57%
Symphony Financial Ltd. Co. 7,686 16,090 +8,404 +109.34%
Cullinan Associates Inc. 89,784 184,893 +95,109 +105.93%
Venturi Wealth Management LLC 8,840 17,817 +8,977 +101.55%
Financial Synergies Wealth Advisors Inc. 166 328 +162 +97.59%
SJS Investment Consulting Inc. 429 823 +394 +91.84%
SeaBridge Investment Advisors LLC 7,414 14,221 +6,807 +91.81%
Wesbanco Bank Inc. 61,894 118,291 +56,397 +91.12%
Eudaimonia Partners LLC 8,507 15,933 +7,426 +87.29%
V Square Quantitative Management LLC 8,598 16,013 +7,415 +86.24%
Teamwork Financial Advisors LLC 44,815 80,628 +35,813 +79.91%
Massmutual Trust Co. FSB ADV 7,278 12,838 +5,560 +76.39%
Stephenson National Bank & Trust 270 461 +191 +70.74%
Game Plan Financial Advisors LLC 12,602 21,195 +8,593 +68.19%
Moody Lynn & Lieberson LLC 28,219 46,116 +17,897 +63.42%
Burt Wealth Advisors 3,156 5,070 +1,914 +60.65%
Keel Point LLC 5,313 8,509 +3,196 +60.15%
Patrick M Sweeney & Associates Inc. 2,797 4,426 +1,629 +58.24%
TrueWealth Advisors LLC 2,021 3,107 +1,086 +53.74%
Rappaport Reiches Capital Management LLC 3,756 5,757 +2,001 +53.27%
MBL Wealth LLC 3,587 5,368 +1,781 +49.65%
Valued Wealth Advisors LLC 107 158 +51 +47.66%
First Citizens Bank & Trust Co. 46,826 69,038 +22,212 +47.44%
Revolve Wealth Partners LLC 3,452 5,015 +1,563 +45.28%
Patten Group Inc. 2,670 3,876 +1,206 +45.17%
Assenagon Asset Management S.A. 152,567 220,900 +68,333 +44.79%
Mainsail Asset Management LLC 2,300 3,300 +1,000 +43.48%
Parthenon LLC 4,903 7,018 +2,115 +43.14%
Stablepoint Partners LLC 9,823 14,034 +4,211 +42.87%
Private Capital Management LLC 2,047 2,879 +832 +40.64%
Asset Dedication LLC 32,517 45,358 +12,841 +39.49%
Dover Advisors LLC 6,130 8,394 +2,264 +36.93%
HF Advisory Group LLC 8,554 11,706 +3,152 +36.85%
Stock Yards Bank & Trust Co. 231,792 311,794 +80,002 +34.51%
Opal Wealth Advisors LLC 3,335 4,422 +1,087 +32.59%
Adell Harriman & Carpenter Inc. 50,344 66,070 +15,726 +31.24%
Flynn Zito Capital Management LLC 3,336 4,334 +998 +29.92%
Matthew Goff Investment Advisor LLC 85,055 110,376 +25,321 +29.77%
Little House Capital LLC 25,913 33,625 +7,712 +29.76%
Strategic Planning Group LLC 17,980 23,281 +5,301 +29.48%
Ashton Thomas Private Wealth LLC 12,510 16,004 +3,494 +27.93%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 13,476 17,173 +3,697 +27.43%
Kowal Investment Group LLC 3,372 4,267 +895 +26.54%
Phillips Wealth Planners LLC 6,602 8,336 +1,734 +26.26%
Unique Wealth Strategies LLC 10,923 13,767 +2,844 +26.04%
Southland Equity Partners LLC 3,154 3,955 +801 +25.40%
Abacus Planning Group Inc. 7,252 9,081 +1,829 +25.22%
Strategic Blueprint LLC 4,572 5,725 +1,153 +25.22%
GAMMA Investing LLC 11,547 14,333 +2,786 +24.13%
Wiley BROS. Aintree Capital LLC 12,449 15,433 +2,984 +23.97%
Principal Financial Group Inc. 1,790,130 2,212,296 +422,166 +23.58%
Benjamin Edwards Inc. 5,621 6,932 +1,311 +23.32%
DGS Capital Management LLC 4,822 5,946 +1,124 +23.31%
Aviance Capital Partners LLC 5,322 6,537 +1,215 +22.83%
RDA Financial Network 12,747 15,510 +2,763 +21.68%
DNB Asset Management AS 1,766,621 2,144,659 +378,038 +21.40%
Arthur M. Cohen & Associates LLC 4,943 5,973 +1,030 +20.84%
Dakota Wealth Management 92,919 111,541 +18,622 +20.04%
OFI Invest Asset Management 502,583 601,854 +99,271 +19.75%
OneAscent Financial Services LLC 4,058 4,857 +799 +19.69%
Fulton Bank N.A. 16,467 19,631 +3,164 +19.21%
Smith Anglin Financial LLC 3,227 3,827 +600 +18.59%
Banque Cantonale Vaudoise 52,544 61,884 +9,340 +17.78%
Patriot Financial Group Insurance Agency LLC 13,442 15,828 +2,386 +17.75%
Town & Country Bank & Trust CO dba First Bankers Trust CO 16,078 18,925 +2,847 +17.71%
Hanson & Doremus Investment Management 784 921 +137 +17.47%
Chicago Partners Investment Group LLC 15,694 18,365 +2,671 +17.02%
Woodward Diversified Capital LLC 2,765 3,220 +455 +16.46%
Norris Perne & French LLP MI 5,244 6,065 +821 +15.66%
First Dallas Securities Inc. 2,000 2,300 +300 +15.00%
Veriti Management LLC 41,992 48,044 +6,052 +14.41%
Capital Investment Advisory Services LLC 4,848 5,535 +687 +14.17%
Congress Asset Management Co. MA 94,158 107,487 +13,329 +14.16%
Raub Brock Capital Management LP 119,909 136,894 +16,985 +14.16%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 2,208 2,512 +304 +13.77%
Guidance Capital Inc. 4,241 4,817 +576 +13.58%
Financial Security Advisor Inc. 7,626 8,643 +1,017 +13.34%
Brookstone Capital Management 18,252 20,635 +2,383 +13.06%
Sawyer & Company Inc 65,122 73,598 +8,476 +13.02%
RAM Investment Partners LLC 5,710 6,451 +741 +12.98%
Procyon Private Wealth Partners LLC 70,446 79,484 +9,038 +12.83%
Blue Chip Partners Inc. 1,732 1,954 +222 +12.82%
Center for Financial Planning Inc. 1,530 1,726 +196 +12.81%
Montis Financial LLC 3,138 3,538 +400 +12.75%
Sovereign Financial Group Inc. 3,244 3,657 +413 +12.73%
Legacy CG LLC 31,868 35,879 +4,011 +12.59%
Latitude Advisors LLC 2,229 2,504 +275 +12.34%
Aaron Wealth Advisors 14,393 16,139 +1,746 +12.13%
Equitable Trust Co. 13,332 14,910 +1,578 +11.84%
Parsons Capital Management Inc. RI 112,223 125,491 +13,268 +11.82%
RFG Advisory LLC 16,115 17,999 +1,884 +11.69%
Grimes & Company Inc. 11,322 12,632 +1,310 +11.57%
Pure Financial Advisors Inc. 10,128 11,298 +1,170 +11.55%
Cornerstone Wealth Management LLC 3,448 3,844 +396 +11.48%
Founders Financial Securities LLC 10,558 11,768 +1,210 +11.46%
Aspire Private Capital LLC 9,050 10,076 +1,026 +11.34%
American Capital Advisory LLC 7,784 8,666 +882 +11.33%
J.W. Cole Advisors Inc. 27,246 30,171 +2,925 +10.74%
Capital Advisory Group Advisory Services LLC 3,663 4,049 +386 +10.54%
Investment Advisory Services Inc. TX ADV 2,019 2,229 +210 +10.40%
Hoxton Planning & Management LLC 2,918 3,196 +278 +9.53%
New Century Financial Group LLC 4,993 5,466 +473 +9.47%
KMG Fiduciary Partners LLC 70,254 76,901 +6,647 +9.46%
Range Financial Group LLC 1,903 2,081 +178 +9.35%
TFC Financial Management 86 94 +8 +9.30%
Register Financial Advisors LLC 5,060 5,528 +468 +9.25%
SlateStone Wealth LLC 5,850 6,390 +540 +9.23%
Summit Trail Advisors LLC 10,761 11,742 +981 +9.12%
Worth Financial Advisory Group LLC 4,682 5,101 +419 +8.95%
Nilsine Partners LLC 25,120 27,338 +2,218 +8.83%
Aurum Wealth Management Group LLC 11,953 12,997 +1,044 +8.73%
Everpar Advisors LLC 9,469 10,293 +824 +8.70%
Brown Advisory Inc. 221,162 240,345 +19,183 +8.67%
Accurate Wealth Management LLC 5,009 5,434 +425 +8.48%
Fragasso Group Inc. 31,296 33,896 +2,600 +8.31%
Claro Advisors LLC 15,534 16,809 +1,275 +8.21%
Vivid Wealth Management LLC 4,453 4,818 +365 +8.20%
Wambolt & Associates LLC 4,071 4,396 +325 +7.98%
Norden Group LLC 8,371 9,036 +665 +7.94%
Nelson Van Denburg & Campbell Wealth Management Group LLC 62,819 67,781 +4,962 +7.90%
Global Retirement Partners LLC 32,391 34,946 +2,555 +7.89%
Horizon Wealth Management LLC 2,387 2,575 +188 +7.88%
Concord Wealth Partners 3,108 3,347 +239 +7.69%
First Pacific Financial 391 421 +30 +7.67%
BSW Wealth Partners 9,878 10,632 +754 +7.63%
Wedmont Private Capital 17,019 18,306 +1,287 +7.56%
Relyea Zuckerberg Hanson LLC 4,541 4,884 +343 +7.55%
Franklin Street Advisors Inc. NC 162,226 174,393 +12,167 +7.50%
Segment Wealth Management LLC 2,251 2,415 +164 +7.29%
Byrne Asset Management LLC 4,814 5,159 +345 +7.17%
Neville Rodie & Shaw Inc. 165,489 177,336 +11,847 +7.16%
Chesley Taft & Associates LLC 162,433 173,959 +11,526 +7.10%
Robeco Institutional Asset Management B.V. 1,085,077 1,160,544 +75,467 +6.95%
Optimum Investment Advisors 15,408 16,453 +1,045 +6.78%
Cahaba Wealth Management Inc. 2,831 3,021 +190 +6.71%
Spectrum Asset Management Inc. NB CA 26,141 27,878 +1,737 +6.64%
Wealth Enhancement Advisory Services LLC 366,862 391,084 +24,222 +6.60%
TRUE Private Wealth Advisors 6,019 6,414 +395 +6.56%
Atwood & Palmer Inc. 3,363 3,583 +220 +6.54%
Allworth Financial LP 35,766 38,081 +2,315 +6.47%
Capital Investment Advisors LLC 66,178 70,356 +4,178 +6.31%
Cambridge Investment Research Advisors Inc. 197,615 209,977 +12,362 +6.26%
West Branch Capital LLC 32,837 34,864 +2,027 +6.17%
Valley National Advisers Inc. 3,084 3,273 +189 +6.13%
Exchange Capital Management Inc. 4,176 4,432 +256 +6.13%
Chatham Capital Group Inc. 30,843 32,709 +1,866 +6.05%
Heritage Investors Management Corp 3,418 3,623 +205 +6.00%
Pinnacle Financial Partners Inc. 58,159 61,642 +3,483 +5.99%
Leonard Rickey Investment Advisors P.L.L.C. 3,585 3,796 +211 +5.89%
Donaldson Capital Management LLC 5,752 6,090 +338 +5.88%
Natixis Advisors L.P. 2,219,360 2,349,439 +130,079 +5.86%
Cavalier Investments LLC 9,581 10,141 +560 +5.84%
Harrington Investments INC 36,133 38,228 +2,095 +5.80%
Perfromance Wealth Partners LLC 3,541 3,746 +205 +5.79%
Legacy Advisors LLC 8,735 9,229 +494 +5.66%
International Assets Investment Management LLC 11,947 12,620 +673 +5.63%
Perigon Wealth Management LLC 25,360 26,761 +1,401 +5.52%
Stratos Wealth Partners LTD. 92,625 97,656 +5,031 +5.43%
Sanders Morris Harris LLC 18,460 19,460 +1,000 +5.42%
True North Advisors LLC 5,664 5,965 +301 +5.31%
Astoria Portfolio Advisors LLC. 8,251 8,689 +438 +5.31%
Howard Capital Management Group LLC 6,780 7,136 +356 +5.25%
Chickasaw Capital Management LLC 18,212 19,152 +940 +5.16%
Agate Pass Investment Management LLC 19,462 20,466 +1,004 +5.16%
HB Wealth Management LLC 141,119 148,296 +7,177 +5.09%
Fifth Third Bancorp 999,025 1,049,607 +50,582 +5.06%
McGlone Suttner Wealth Management Inc. 3,640 3,824 +184 +5.05%
Insight Wealth Strategies LLC 12,935 13,586 +651 +5.03%
WBH Advisory Inc. 11,968 12,566 +598 +5.00%
Country Trust Bank 1,244 1,306 +62 +4.98%
Confluence Wealth Services Inc. 6,943 7,286 +343 +4.94%
ODonnell Financial Services LLC 2,094 2,196 +102 +4.87%
Capital Insight Partners LLC 38,488 40,352 +1,864 +4.84%
Security Financial Services INC. 4,544 4,764 +220 +4.84%
Sunbelt Securities Inc. 7,401 7,758 +357 +4.82%
Arkfeld Wealth Strategies L.L.C. 2,080 2,180 +100 +4.81%
Ferguson Wellman Capital Management Inc. 4,161 4,359 +198 +4.76%
Catalyst Financial Partners LLC 5,150 5,394 +244 +4.74%
Bordeaux Wealth Advisors LLC 5,780 6,048 +268 +4.64%
Raymond James Trust N.A. 271,173 283,597 +12,424 +4.58%
One Wealth Advisors LLC 13,049 13,634 +585 +4.48%
Fjarde AP Fonden Fourth Swedish National Pension Fund 283,768 296,368 +12,600 +4.44%
Welch Group LLC 55,838 58,312 +2,474 +4.43%
Sunpointe LLC 4,586 4,785 +199 +4.34%
Sage Mountain Advisors LLC 8,282 8,637 +355 +4.29%
Spire Wealth Management 18,606 19,405 +799 +4.29%
Drive Wealth Management LLC 6,034 6,289 +255 +4.23%
Hixon Zuercher LLC 23,505 24,498 +993 +4.22%
Weaver Consulting Group 2,408 2,509 +101 +4.19%
SNS Financial Group LLC 5,333 5,554 +221 +4.14%
Wedge Capital Management L L P NC 2,878 2,997 +119 +4.13%
Main Street Financial Solutions LLC 5,813 6,048 +235 +4.04%
Arlington Partners LLC 25,203 26,217 +1,014 +4.02%
Atlas Capital Advisors LLC 8,016 8,326 +310 +3.87%
Telos Capital Management Inc. 48,074 49,913 +1,839 +3.83%
Verum Partners LLC 1,987 2,062 +75 +3.77%
Red Tortoise LLC 4,153 4,309 +156 +3.76%
Arkadios Wealth Advisors 7,804 8,094 +290 +3.72%
Prentice Wealth Management LLC 5,366 5,565 +199 +3.71%
Reliant Investment Management LLC 34,321 35,571 +1,250 +3.64%
MONECO Advisors LLC 8,359 8,662 +303 +3.62%
JJJ Advisors Inc. 1,367 1,416 +49 +3.58%
Schnieders Capital Management LLC 55,774 57,749 +1,975 +3.54%
Lantz Financial LLC 12,397 12,830 +433 +3.49%
Capital Advisors Inc. OK 20,516 21,223 +707 +3.45%
Trust Co. of Toledo NA OH 102,874 106,361 +3,487 +3.39%
CAPROCK Group Inc. 55,139 56,954 +1,815 +3.29%
Clarity Wealth Advisors LLC 4,035 4,165 +130 +3.22%
Carmichael Hill & Associates Inc. 2,373 2,448 +75 +3.16%
Capital Asset Advisory Services LLC 7,514 7,750 +236 +3.14%
Walter & Keenan Financial Consulting Co. MI ADV 14,243 14,676 +433 +3.04%
Orrstown Financial Services Inc. 2,464 2,539 +75 +3.04%
Valeo Financial Advisors LLC 77,106 79,450 +2,344 +3.04%
Iowa State Bank 34,651 35,702 +1,051 +3.03%
Naples Global Advisors LLC 51,090 52,600 +1,510 +2.96%
Wealthcare Advisory Partners LLC 33,517 34,507 +990 +2.95%
Bank of Stockton 10,395 10,700 +305 +2.93%
Cypress Wealth Services LLC 5,155 5,303 +148 +2.87%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 51,382 52,829 +1,447 +2.82%
Fifth Third Wealth Advisors LLC 22,887 23,521 +634 +2.77%
Farmers Trust Co. 18,957 19,479 +522 +2.75%
BNC Wealth Management LLC 24,864 25,548 +684 +2.75%
St. Johns Investment Management Company LLC 14,520 14,915 +395 +2.72%
Country Club Bank GFN 43,149 44,275 +1,126 +2.61%
Congress Wealth Management LLC DE 101,381 104,021 +2,640 +2.60%
Retirement Planning Group 3,791 3,888 +97 +2.56%
Park Avenue Securities LLC 21,523 22,071 +548 +2.55%
DORCHESTER WEALTH MANAGEMENT Co 66,685 68,375 +1,690 +2.53%
Birchcreek Wealth Management LLC 4,305 4,411 +106 +2.46%
Zurcher Kantonalbank Zurich Cantonalbank 325,075 333,031 +7,956 +2.45%
Live Oak Private Wealth LLC 44,384 45,471 +1,087 +2.45%
Buckingham Capital Management Inc. 12,907 13,220 +313 +2.43%
Royal Harbor Partners LLC 3,269 3,348 +79 +2.42%
Dash Acquisitions Inc. 2,331 2,387 +56 +2.40%
Ridgewood Investments LLC 6,270 6,418 +148 +2.36%
City State Bank 950 972 +22 +2.32%
West Coast Financial LLC 2,924 2,991 +67 +2.29%
Kanawha Capital Management LLC 195,735 199,993 +4,258 +2.18%
PBMares Wealth Management LLC 12,814 13,092 +278 +2.17%
City Holding Co. 20,833 21,273 +440 +2.11%
AdvisorNet Financial Inc 6,348 6,481 +133 +2.10%
Sky Investment Group LLC 10,060 10,270 +210 +2.09%
Sivia Capital Partners LLC 2,682 2,738 +56 +2.09%
Norway Savings Bank 28,537 29,127 +590 +2.07%
Round Rock Advisors LLC 2,778 2,833 +55 +1.98%
LexAurum Advisors LLC 1,929 1,967 +38 +1.97%
Sandy Cove Advisors LLC 2,337 2,383 +46 +1.97%
Unionview LLC 3,082 3,142 +60 +1.95%
Miracle Mile Advisors LLC 14,093 14,364 +271 +1.92%
Waypoint Capital Advisors LLC 3,943 4,018 +75 +1.90%
Ballentine Partners LLC 28,999 29,546 +547 +1.89%
Checchi Capital Advisers LLC 31,433 32,014 +581 +1.85%
Archford Capital Strategies LLC 5,198 5,291 +93 +1.79%
Roberts Wealth Advisors LLC 14,254 14,501 +247 +1.73%
Kovack Advisors Inc. 50,358 51,172 +814 +1.62%
Raymond James & Associates 3,742,630 3,801,597 +58,967 +1.58%
Violich Capital Management Inc. 199,471 202,611 +3,140 +1.57%
Argonautica Private Wealth Management Inc. 29,830 30,296 +466 +1.56%
West Paces Advisors Inc. 2,740 2,782 +42 +1.53%
Hartford Financial Management Inc. 29,693 30,140 +447 +1.51%
Cornell Pochily Investment Advisors Inc. 3,500 3,550 +50 +1.43%
F&V Capital Management LLC 147,895 149,955 +2,060 +1.39%
Regatta Capital Group LLC 8,212 8,326 +114 +1.39%
NorthCrest Asset Manangement LLC 230,463 233,597 +3,134 +1.36%
Daymark Wealth Partners LLC 89,626 90,823 +1,197 +1.34%
Occidental Asset Management LLC 4,622 4,682 +60 +1.30%
N.E.W. Advisory Services LLC 2,729 2,764 +35 +1.28%
Fox Hill Wealth Management 12,174 12,330 +156 +1.28%
Ironwood Financial llc 4,433 4,488 +55 +1.24%
Dumont & Blake Investment Advisors LLC 12,194 12,344 +150 +1.23%
Toth Financial Advisory Corp 92,315 93,424 +1,109 +1.20%
Caliber Wealth Management LLC 24,418 24,702 +284 +1.16%
Whitener Capital Management Inc. 4,783 4,838 +55 +1.15%
Werlinich Asset Management LLC 2,230 2,255 +25 +1.12%
Abundance Wealth Counselors 14,362 14,520 +158 +1.10%
Capital Market Strategies LLC 2,850 2,881 +31 +1.09%
SOA Wealth Advisors LLC. 30,261 30,592 +331 +1.09%
Cedar Mountain Advisors LLC 103 104 +1 +0.97%
WealthBridge Investment Counsel Inc. 81,985 82,775 +790 +0.96%
Winthrop Advisory Group LLC 4,352 4,393 +41 +0.94%
Glass Jacobson Investment Advisors llc 2,162 2,182 +20 +0.93%
BLB&B Advisors LLC 5,691 5,739 +48 +0.84%
Parkside Advisors LLC 3,734 3,765 +31 +0.83%
Altfest L J & Co. Inc. 12,664 12,767 +103 +0.81%
State of Alaska Department of Revenue 171,573 172,958 +1,385 +0.81%
Tempus Wealth Planning LLC 11,958 12,054 +96 +0.80%
Nadler Financial Group Inc. 16,311 16,440 +129 +0.79%
Czech National Bank 278,322 280,532 +2,210 +0.79%
Verdence Capital Advisors LLC 30,740 30,981 +241 +0.78%
Principle Wealth Partners LLC 67,752 68,270 +518 +0.76%
Saxon Interests Inc. 2,094 2,110 +16 +0.76%
ERn Financial LLC 12,738 12,831 +93 +0.73%
Maryland State Retirement & Pension System 120,115 120,941 +826 +0.69%
First United Bank Trust 2,212 2,227 +15 +0.68%
First Affirmative Financial Network 4,115 4,143 +28 +0.68%
Saratoga Research & Investment Management 789,312 794,413 +5,101 +0.65%
SYSTM Wealth Solutions LLC 35,958 36,174 +216 +0.60%
Smith Chas P & Associates PA Cpas 30,768 30,949 +181 +0.59%
W Advisors LLC 2,068 2,080 +12 +0.58%
Stonegate Investment Group LLC 91,767 92,286 +519 +0.57%
Ritholtz Wealth Management 83,951 84,397 +446 +0.53%
Wealthfront Advisers LLC 154,581 155,400 +819 +0.53%
Core Wealth Partners LLC 3,244 3,261 +17 +0.52%
Sunflower Bank N.A. 3,923 3,943 +20 +0.51%
Legal Advantage Investments Inc. 20,162 20,262 +100 +0.50%
Benin Management CORP 10,275 10,323 +48 +0.47%
ST Germain D J Co. Inc. 135,394 136,003 +609 +0.45%
Capital Advisors Ltd. LLC 7,707 7,741 +34 +0.44%
State of Michigan Retirement System 435,032 436,832 +1,800 +0.41%
Selway Asset Management 37,230 37,380 +150 +0.40%
Community Bank & Trust Waco Texas 13,926 13,981 +55 +0.39%
Mayflower Financial Advisors LLC 7,361 7,390 +29 +0.39%
Gulf International Bank UK Ltd 138,271 138,797 +526 +0.38%
Burkett Financial Services LLC 1,061 1,065 +4 +0.38%
Legacy Trust 19,225 19,298 +73 +0.38%
Onyx Financial Advisors LLC 4,068 4,083 +15 +0.37%
Silicon Valley Capital Partners 7,269 7,294 +25 +0.34%
Horst & Graben Wealth Management LLC 9,126 9,157 +31 +0.34%
Newton One Investments LLC 1,519 1,524 +5 +0.33%
Park Place Capital Corp 1,225 1,229 +4 +0.33%
Shepherd Financial Partners LLC 4,431 4,445 +14 +0.32%
FirstPurpose Wealth LLC 3,801 3,813 +12 +0.32%
Insight Inv LLC 17,983 18,038 +55 +0.31%
NovaPoint Capital LLC 24,537 24,610 +73 +0.30%
Griffin Asset Management Inc. 62,404 62,580 +176 +0.28%
GHP Investment Advisors Inc. 97,543 97,809 +266 +0.27%
4J Wealth Management LLC 4,977 4,990 +13 +0.26%
L.M. Kohn & Company 16,820 16,862 +42 +0.25%
Sumitomo Mitsui Trust Holdings Inc. 3,924,344 3,934,131 +9,787 +0.25%
Vanguard Capital Wealth Advisors 7,824 7,843 +19 +0.24%
Stolper Co 57,265 57,395 +130 +0.23%
MPS Loria Financial Planners LLC 2,263 2,268 +5 +0.22%
Planning Center Inc. 5,831 5,843 +12 +0.21%
Blue Bell Private Wealth Management LLC 2,632 2,637 +5 +0.19%
180 Wealth Advisors LLC 7,874 7,889 +15 +0.19%
Plimoth Trust Co. LLC 4,025 4,032 +7 +0.17%
KRS Capital Management LLC 10,625 10,642 +17 +0.16%
Financial Advisory Service Inc. 3,327 3,332 +5 +0.15%
Defined Wealth Management LLC 3,932 3,938 +6 +0.15%
SOL Capital Management CO 33,086 33,133 +47 +0.14%
Gemmer Asset Management LLC 6,520 6,529 +9 +0.14%
Steigerwald Gordon & Koch Inc. 5,297 5,304 +7 +0.13%
Premier Path Wealth Partners LLC 6,692 6,701 +9 +0.13%
Vigilare Wealth Management 3,459 3,463 +4 +0.12%
Optas LLC 6,025 6,032 +7 +0.12%
Rebalance LLC 4,050 4,055 +5 +0.12%
Walker Asset Management LLC 5,656 5,663 +7 +0.12%
Davis Investment Partners LLC 6,708 6,716 +8 +0.12%
Smallwood Wealth Investment Management LLC 2,689 2,692 +3 +0.11%
Financial Freedom LLC 1,901 1,903 +2 +0.11%
Atlas Brown Inc. 11,235 11,245 +10 +0.09%
Windsor Capital Management LLC 3,446 3,449 +3 +0.09%
Tompkins Financial Corp 11,538 11,547 +9 +0.08%
Wolff Wiese Magana LLC 1,293 1,294 +1 +0.08%
Lakewood Asset Management LLC 2,545 2,547 +2 +0.08%
West Oak Capital LLC 27,855 27,875 +20 +0.07%
Sugarloaf Wealth Management LLC 1,576 1,577 +1 +0.06%
ZWJ Investment Counsel Inc. 531,560 531,844 +284 +0.05%
Grassi Investment Management 100,145 100,195 +50 +0.05%
S.A. Mason LLC 7,620 7,624 +4 +0.05%
Navalign LLC 3,972 3,974 +2 +0.05%
Allen Mooney & Barnes Investment Advisors LLC 6,084 6,087 +3 +0.05%
Tyche Wealth Partners LLC 3,910 3,912 +2 +0.05%
Mustard Seed Financial LLC 3,776 3,778 +2 +0.05%
Buffington Mohr McNeal 4,715 4,717 +2 +0.04%
Parisi Gray Wealth Management 12,941 12,946 +5 +0.04%
Weatherly Asset Management L. P. 9,887 9,890 +3 +0.03%
Flagship Harbor Advisors LLC 11,582 11,585 +3 +0.03%
Pacific Sage Partners LLC 17,721 17,724 +3 +0.02%
Westside Investment Management Inc. 14,854 14,855 +1 +0.01%
Gerber LLC 7,400 7,401 +1 +0.01%
13F Filers Reporting New Positions In ORCL
Activest Wealth Management 0 41 +41 +100%
Campbell Newman Asset Management Inc. 0 5,546 +5,546 +100%
Pennsylvania Capital Management Inc. ADV 0 1,690 +1,690 +100%
Burns J W & Co. Inc. NY 0 1,614 +1,614 +100%
Forbes J M & Co. LLP 0 1,626 +1,626 +100%
Baxter Bros Inc. 0 1,630 +1,630 +100%
Westend Capital Management LLC 0 202 +202 +100%
Focused Investors Fund L P 0 1,309,750 +1,309,750 +100%
Confluence Investment Management LLC 0 591,938 +591,938 +100%
Narwhal Capital Management 0 2,383 +2,383 +100%
Mesirow Financial Investment Management Inc. 0 113,001 +113,001 +100%
AFT Forsyth & Company Inc. 0 1,680 +1,680 +100%
Community Financial Services Group LLC 0 3,224 +3,224 +100%
Vicus Capital 0 4,251 +4,251 +100%
Gilman Hill Asset Management LLC 0 1,746 +1,746 +100%
Pachira Investments Inc. 0 2,621 +2,621 +100%
LVW Advisors LLC 0 1,955 +1,955 +100%
Rather & Kittrell Inc. 0 1,624 +1,624 +100%
Alaska Permanent Fund Corp 0 288 +288 +100%
Nepsis Inc. 0 2,428 +2,428 +100%
Arbor Investment Advisors LLC 0 1,896 +1,896 +100%
Riverview Trust Co 0 1,370 +1,370 +100%
M. Kraus & Co 0 2,166 +2,166 +100%
Bouchey Financial Group Ltd 0 1,745 +1,745 +100%
Tarbox Family Office Inc. 0 1,640 +1,640 +100%
BTC Capital Management Inc. 0 6,645 +6,645 +100%
Genesee Capital Advisors LLC 0 1,676 +1,676 +100%
Exane Asset Management 0 8,350 +8,350 +100%
Transform Wealth LLC 0 1,598 +1,598 +100%
McMahon Financial Advisors LLC 0 1,800 +1,800 +100%
Northwest Quadrant Wealth Management LLC 0 1,816 +1,816 +100%
SpiderRock Advisors LLC 0 57,697 +57,697 +100%
Warren Street Wealth Advisors LLC 0 4,966 +4,966 +100%
CenterStar Asset Management LLC 0 4,248 +4,248 +100%
Trilogy Capital Inc. 0 1,965 +1,965 +100%
Triumph Capital Management 0 1,677 +1,677 +100%
Ariston Services Group 0 1,686 +1,686 +100%
Oak Thistle LLC 0 5,147 +5,147 +100%
Independent Family Office LLC 0 1,884 +1,884 +100%
Anderson Fisher LLC 0 1,796 +1,796 +100%
American Financial Advisors LLC 0 2,397 +2,397 +100%
O Keefe Stevens Advisory Inc. 0 1,959 +1,959 +100%
Jacobsen Capital Management 0 1,887 +1,887 +100%
UMA Financial Services Inc. 0 1,663 +1,663 +100%
Professional Financial Advisors LLC 0 1,696 +1,696 +100%
Sunburst Financial Group LLC 0 1,786 +1,786 +100%
Meadow Creek Wealth Advisors LLC 0 2,649 +2,649 +100%
LifeSteps Financial Inc. 0 658 +658 +100%
Future Financial Wealth Managment LLC 0 425 +425 +100%
Aprio Wealth Management LLC 0 2,213 +2,213 +100%
RMR Wealth Builders 0 2,782 +2,782 +100%
Affinity Capital Advisors LLC 0 1,626 +1,626 +100%
Charter Oak Capital Management LLC 0 1,789 +1,789 +100%
Walkner Condon Financial Advisors LLC 0 1,718 +1,718 +100%
KWB Wealth 0 1,710 +1,710 +100%
IAM Advisory LLC 0 1,611 +1,611 +100%
MTM Investment Management LLC 0 1,743 +1,743 +100%
Iron Horse Wealth Management LLC 0 23 +23 +100%
GoalVest Advisory LLC 0 700 +700 +100%
WD Rutherford LLC 0 1,775 +1,775 +100%
Bond & Devick Financial Network Inc. 0 1,799 +1,799 +100%
Willis Johnson & Associates Inc. 0 2,045 +2,045 +100%
Naviter Wealth LLC 0 6,077 +6,077 +100%
Fermata Advisors LLC 0 3,036 +3,036 +100%
One One Wealth Management LLC 0 1,749 +1,749 +100%
Mezzasalma Advisors LLC 0 2,102 +2,102 +100%
Cherry Creek Investment Advisors Inc. 0 1,604 +1,604 +100%
Riverwater Partners LLC 0 3,226 +3,226 +100%
Revisor Wealth Management LLC 0 2,420 +2,420 +100%
Whalen Wealth Management Inc. 0 5,837 +5,837 +100%
China Universal Asset Management Co. Ltd. 0 3,312 +3,312 +100%
Kathleen S. Wright Associates Inc. 0 36 +36 +100%
Consilio Wealth Advisors LLC 0 2,943 +2,943 +100%
Fingerlakes Wealth Management Inc. 0 1,696 +1,696 +100%
Investment Advisory Group LLC 0 1,710 +1,710 +100%
Redmont Wealth Advisors LLC 0 319 +319 +100%
Simplicity Wealth LLC 0 47,560 +47,560 +100%
Aletheian Wealth Advisors LLC 0 10,323 +10,323 +100%
Gray Private Wealth LLC 0 8,014 +8,014 +100%
XY Capital Ltd 0 167 +167 +100%
Castle Wealth Management LLC 0 7,865 +7,865 +100%
Global Assets Advisory LLC 0 259,744 +259,744 +100%
Strata Wealth Advisors LLC 0 1,610 +1,610 +100%
Great Waters Wealth Management 0 1,801 +1,801 +100%
Petredis Investment Advisors LLC 0 1,781 +1,781 +100%
Financial Partners Group LLC 0 1,973 +1,973 +100%
Longbow Finance SA 0 27,529 +27,529 +100%
Values Added Financial LLC 0 1,844 +1,844 +100%
TrueMark Investments LLC 0 20,101 +20,101 +100%
Root Financial Partners LLC 0 2,619 +2,619 +100%
MN Wealth Advisors LLC 0 1,794 +1,794 +100%
Financial Advisory Partners LLC 0 29,972 +29,972 +100%
Traveka Wealth LLC 0 1,907 +1,907 +100%
Focus Financial Network Inc. 0 8,455 +8,455 +100%
Palo DS Manager LLC 0 51,217 +51,217 +100%
Mosley Wealth Management 0 4,583 +4,583 +100%
Accordant Advisory Group Inc 0 125 +125 +100%
Golden Road Advisors LLC 0 1,818 +1,818 +100%
M3 Advisory Group LLC 0 2,305 +2,305 +100%
Emprise Bank 0 7,614 +7,614 +100%
Diversify Advisory Services LLC 0 19,381 +19,381 +100%
13F Filers With Unchanged Share Count
Adams Diversified Equity Fund Inc. 48,800 48,800 UNCH 0.00%
Caldwell Sutter Capital Inc. 706 706 UNCH 0.00%
Summit Financial Group Inc. 3,700 3,700 UNCH 0.00%
First National Corp MA ADV 2,124 2,124 UNCH 0.00%
Stewart & Patten Co. LLC 5,212 5,212 UNCH 0.00%
Investors Asset Management of Georgia Inc. GA ADV 4,850 4,850 UNCH 0.00%
Chapin Davis Inc. 4,006 4,006 UNCH 0.00%
Meritage Portfolio Management 3,412 3,412 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 6,529 6,529 UNCH 0.00%
Barrett & Company Inc. 195 195 UNCH 0.00%
Factory Mutual Insurance Co. 126,690 126,690 UNCH 0.00%
Professional Advisory Services Inc. 5,830 5,830 UNCH 0.00%
Bender Robert & Associates 2,389 2,389 UNCH 0.00%
Beese Fulmer Investment Management Inc. 7,044 7,044 UNCH 0.00%
Monarch Capital Management Inc. 3,483 3,483 UNCH 0.00%
Fishman Jay A Ltd. MI 28,610 28,610 UNCH 0.00%
Bridges Investment Management Inc. 19,479 19,479 UNCH 0.00%
Schmidt P J Investment Management Inc. 1,950 1,950 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 2,068,821 2,068,821 UNCH 0.00%
Norwood Financial Corp 6,775 6,775 UNCH 0.00%
Caledonia Investments PLC 839,100 839,100 UNCH 0.00%
Spirit of America Management Corp NY 26,875 26,875 UNCH 0.00%
Amarillo National Bank 25,522 25,522 UNCH 0.00%
Jacobs & Co. CA 9,339 9,339 UNCH 0.00%
Beach Investment Counsel Inc. PA 6,700 6,700 UNCH 0.00%
First National Bank Sioux Falls 12,808 12,808 UNCH 0.00%
Bonness Enterprises Inc. 9,660 9,660 UNCH 0.00%
Boyd Watterson Asset Management LLC OH 719 719 UNCH 0.00%
Independent Investors Inc. 29,900 29,900 UNCH 0.00%
First Community Trust NA 583 583 UNCH 0.00%
Woodmont Investment Counsel LLC 10,319 10,319 UNCH 0.00%
Sonata Capital Group Inc. 4,000 4,000 UNCH 0.00%
America First Investment Advisors LLC 1,631 1,631 UNCH 0.00%
Argyle Capital Management Inc. 29,100 29,100 UNCH 0.00%
Contravisory Investment Management Inc. 22 22 UNCH 0.00%
LaFleur & Godfrey LLC 2,325 2,325 UNCH 0.00%
Barton Investment Management 7,275 7,275 UNCH 0.00%
Hall Laurie J Trustee 1,000 1,000 UNCH 0.00%
Cubic Asset Management LLC 11,025 11,025 UNCH 0.00%
Gibson Capital LLC 2,215 2,215 UNCH 0.00%
Eagle Ridge Investment Management 3,400 3,400 UNCH 0.00%
Cohen Klingenstein LLC 72,700 72,700 UNCH 0.00%
Ipswich Investment Management Co. Inc. 7,223 7,223 UNCH 0.00%
David R. Rahn & Associates Inc. 3,156 3,156 UNCH 0.00%
Timber Creek Capital Management LLC 12,663 12,663 UNCH 0.00%
Patton Albertson Miller Group LLC 2,152 2,152 UNCH 0.00%
Rocky Mountain Advisers LLC 252 252 UNCH 0.00%
Alta Advisers Ltd 4,200 4,200 UNCH 0.00%
Lbmc Investment Advisors LLC 7,263 7,263 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 114,379 114,379 UNCH 0.00%
Stonehearth Capital Management LLC 2,563 2,563 UNCH 0.00%
SignalPoint Asset Management LLC 5,872 5,872 UNCH 0.00%
JNBA Financial Advisors 7,721 7,721 UNCH 0.00%
Lowe Wealth Advisors LLC 200 200 UNCH 0.00%
Founders Capital Management LLC 9,322 9,322 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 46,400 46,400 UNCH 0.00%
Cranbrook Wealth Management LLC 1,055 1,055 UNCH 0.00%
Joel Isaacson & Co. LLC 12,661 12,661 UNCH 0.00%
Northstar Group Inc. 6,082 6,082 UNCH 0.00%
Juncture Wealth Strategies LLC 2,094 2,094 UNCH 0.00%
Inspirion Wealth Advisors LLC 2,547 2,547 UNCH 0.00%
Cambridge Advisors Inc. 9,150 9,150 UNCH 0.00%
Lincoln Capital LLC 1,999 1,999 UNCH 0.00%
Financial Insights Inc. 3,675 3,675 UNCH 0.00%
First PREMIER Bank 370 370 UNCH 0.00%
Sitrin Capital Management LLC 5,961 5,961 UNCH 0.00%
Alpha Omega Wealth Management LLC 9,377 9,377 UNCH 0.00%
Cable Hill Partners LLC 16,722 16,722 UNCH 0.00%
Legacy Bridge LLC 430 430 UNCH 0.00%
Sloy Dahl & Holst LLC 3,160 3,160 UNCH 0.00%
First Bank & Trust 3,187 3,187 UNCH 0.00%
AustralianSuper Pty Ltd 39,534 39,534 UNCH 0.00%
Radnor Capital Management LLC 6,573 6,573 UNCH 0.00%
Symmetry Partners LLC 10,116 10,116 UNCH 0.00%
Covenant Asset Management LLC 19,285 19,285 UNCH 0.00%
Founders Capital Management 2,443 2,443 UNCH 0.00%
Crescent Grove Advisors LLC 2,137 2,137 UNCH 0.00%
DeDora Capital Inc. 5,796 5,796 UNCH 0.00%
Oak Asset Management LLC 38,800 38,800 UNCH 0.00%
Garrett Wealth Advisory Group LLC 3,792 3,792 UNCH 0.00%
Northwest Capital Management Inc 3,176 3,176 UNCH 0.00%
Murphy Middleton Hinkle & Parker Inc. 3,562 3,562 UNCH 0.00%
Luken Investment Analytics LLC 272 272 UNCH 0.00%
Requisite Capital Management LLC 2,180 2,180 UNCH 0.00%
Solstein Capital LLC 1,256 1,256 UNCH 0.00%
Stony Point Wealth Management Inc. 4,407 4,407 UNCH 0.00%
Wealth Alliance Advisory Group LLC 9,781 9,781 UNCH 0.00%
Silvant Capital Management LLC 25,687 25,687 UNCH 0.00%
Hurlow Wealth Management Group Inc. 4,079 4,079 UNCH 0.00%
Essex Savings Bank 7,861 7,861 UNCH 0.00%
Inlet Private Wealth LLC 25,955 25,955 UNCH 0.00%
Compton Wealth Advisory Group LLC 19,382 19,382 UNCH 0.00%
Brendel Financial Advisors LLC 3,110 3,110 UNCH 0.00%
Foster Victor Wealth Advisors LLC 3,366 3,366 UNCH 0.00%
Wesleyan Assurance Society 150,569 150,569 UNCH 0.00%
Carolina Wealth Advisors LLC 40 40 UNCH 0.00%
Capital Planning LLC 15,602 15,602 UNCH 0.00%
Triton Wealth Management PLLC 5,040 5,040 UNCH 0.00%
Heartwood Wealth Advisors LLC 4,393 4,393 UNCH 0.00%
Pacifica Partners Inc. 206 206 UNCH 0.00%
Investment Research & Advisory Group Inc. 323 323 UNCH 0.00%
HighMark Wealth Management LLC 173 173 UNCH 0.00%
Absher Wealth Management LLC 2,041 2,041 UNCH 0.00%
Total Clarity Wealth Management Inc. 3,382 3,382 UNCH 0.00%
American Institute for Advanced Investment Management LLP 2,622 2,622 UNCH 0.00%
Citadel Investment Advisory Inc. 22,192 22,192 UNCH 0.00%
Snider Financial Group 2,943 2,943 UNCH 0.00%
IAG Wealth Partners LLC 2,754 2,754 UNCH 0.00%
Soundmark Wealth Management LLC 2,582 2,582 UNCH 0.00%
David J Yvars Group 2,091 2,091 UNCH 0.00%
Prairiewood Capital LLC 5,745 5,745 UNCH 0.00%
ForthRight Wealth Management LLC 2,298 2,298 UNCH 0.00%
Levy Wealth Management Group LLC 2,722 2,722 UNCH 0.00%
Greenhouse Wealth Management LLC 2,329 2,329 UNCH 0.00%
TriaGen Wealth Management LLC 3,621 3,621 UNCH 0.00%
Bluesphere Advisors LLC 3,115 3,115 UNCH 0.00%
Johnson Bixby & Associates LLC 3,400 3,400 UNCH 0.00%
Madison Wealth Partners Inc 3,088 3,088 UNCH 0.00%
ADE LLC 4,159 4,159 UNCH 0.00%
Boyd Wealth Management LLC 11,052 11,052 UNCH 0.00%
Ridgecrest Wealth Partners LLC 7,664 7,664 UNCH 0.00%
Pinnacle Wealth Management Group Inc. 3,496 3,496 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 4,552 4,552 UNCH 0.00%
Border to Coast Pensions Partnership Ltd 429,822 429,822 UNCH 0.00%
Mill Capital Management LLC 15,897 15,897 UNCH 0.00%
Shearwater Capital LLC 2,290 2,290 UNCH 0.00%
Viewpoint Capital Management LLC 16,710 16,710 UNCH 0.00%
Bowman & Co S.C. 2,152 2,152 UNCH 0.00%
First International Bank & Trust 3,667 3,667 UNCH 0.00%
Marion Wealth Management 16,688 16,688 UNCH 0.00%
Eagle Rock Investment Company LLC 17,562 17,562 UNCH 0.00%
Autumn Glory Partners LLC 20,186 20,186 UNCH 0.00%
Family CFO Inc 2,632 2,632 UNCH 0.00%
Oak Harbor Wealth Partners LLC 2,126 2,126 UNCH 0.00%
High Net Worth Advisory Group LLC 2,123 2,123 UNCH 0.00%
Greenspring Advisors LLC 2,246 2,246 UNCH 0.00%
FSC Wealth Advisors LLC 477 477 UNCH 0.00%
Armstrong Advisory Group Inc. 10,023 10,023 UNCH 0.00%
DecisionPoint Financial LLC 625 625 UNCH 0.00%
GDS Wealth Management 2,136 2,136 UNCH 0.00%
Signature Resources Capital Management LLC 4,236 4,236 UNCH 0.00%
Horizons Wealth Management 72 72 UNCH 0.00%
Coston McIsaac & Partners 113 113 UNCH 0.00%
Centurion Wealth Management LLC 2,530 2,530 UNCH 0.00%
Creative Capital Management Investments LLC 170 170 UNCH 0.00%
Stephens Consulting LLC 3,832 3,832 UNCH 0.00%
Forza Wealth Management LLC 3,287 3,287 UNCH 0.00%
GEM Asset Management LLC 4,066 4,066 UNCH 0.00%
Seed Wealth Management Inc. 5,062 5,062 UNCH 0.00%
Palo Alto Wealth Advisors LLC 2,689 2,689 UNCH 0.00%
Tilson Financial Group Inc. 3,060 3,060 UNCH 0.00%
Tanglewood Legacy Advisors LLC 433 433 UNCH 0.00%
Channel Wealth LLC 4,654 4,654 UNCH 0.00%
Noble Family Wealth LLC 2,400 2,400 UNCH 0.00%
Arcataur Capital Management LLC 6,879 6,879 UNCH 0.00%
Christopher J. Hasenberg Inc 2,561 2,561 UNCH 0.00%
CJM Wealth Advisers Ltd. 2,218 2,218 UNCH 0.00%
Borer Denton & Associates Inc. 57,114 57,114 UNCH 0.00%
Barlow Wealth Partners Inc. 3,233 3,233 UNCH 0.00%
Morton Capital Management LLC CA 8,221 8,221 UNCH 0.00%
PFS Partners LLC 48 48 UNCH 0.00%
Sentry LLC 2,087 2,087 UNCH 0.00%
BKM Wealth Management LLC 808 808 UNCH 0.00%
NavPoint Financial Inc. 2,248 2,248 UNCH 0.00%
Hara Capital LLC 4,475 4,475 UNCH 0.00%
Evergreen Private Wealth LLC 409 409 UNCH 0.00%
ORBA Wealth Advisors L.L.C. 2,201 2,201 UNCH 0.00%
FMA Wealth Management LLC 4,029 4,029 UNCH 0.00%
Voisard Asset Management Group Inc. 994 994 UNCH 0.00%
Private Wealth Management Group LLC 789 789 UNCH 0.00%
1858 Wealth Management LLC 3,460 3,460 UNCH 0.00%
Fairman Group LLC 70 70 UNCH 0.00%
13F Filers Decreasing ORCL Share Count
Trifecta Capital Advisors LLC 1,125 103 -1,022 -90.84%
Ulland Investment Advisors LLC 369 36 -333 -90.24%
Annapolis Financial Services LLC 1,178 140 -1,038 -88.12%
First Horizon Advisors Inc. 274,958 45,166 -229,792 -83.57%
Apexium Financial LP 24,907 4,250 -20,657 -82.94%
Sycomore Asset Management 37,446 7,535 -29,911 -79.88%
Monticello Wealth Management LLC 16,864 3,585 -13,279 -78.74%
Lecap Asset Management Ltd. 19,126 4,793 -14,333 -74.94%
Sendero Wealth Management LLC 8,875 2,614 -6,261 -70.55%
McAdam LLC 19,961 5,992 -13,969 -69.98%
Consolidated Portfolio Review Corp 4,612 1,717 -2,895 -62.77%
Sander Capital Advisors Inc. 78,855 32,195 -46,660 -59.17%
Veracity Capital LLC 4,896 2,145 -2,751 -56.19%
Bremer Bank National Association 8,371 3,898 -4,473 -53.43%
Dixon Mitchell Investment Counsel Inc. 334,412 157,468 -176,944 -52.91%
Stratos Wealth Advisors LLC 19,025 9,159 -9,866 -51.86%
Fortis Group Advisors LLC 426 213 -213 -50.00%
PSI Advisors LLC 2,384 1,193 -1,191 -49.96%
Coastal Investment Advisors Inc. 7,036 3,616 -3,420 -48.61%
Exchange Traded Concepts LLC 8,499 4,397 -4,102 -48.26%
Grant GrossMendelsohn LLC 70,184 37,827 -32,357 -46.10%
Keystone Wealth Services LLC 3,156 1,791 -1,365 -43.25%
Halpern Financial Inc. 1,193 700 -493 -41.32%
Nations Financial Group Inc. IA ADV 45,842 27,186 -18,656 -40.70%
Perpetual Ltd 169,138 100,698 -68,440 -40.46%
M&R Capital Management Inc. 2,632 1,584 -1,048 -39.82%
StonePine Asset Management Inc. 2,800,936 1,691,751 -1,109,185 -39.60%
Apeiron RIA LLC 10,128 6,166 -3,962 -39.12%
Silverlake Wealth Management LLC 5,066 3,093 -1,973 -38.95%
Steel Peak Wealth Management LLC 27,140 16,715 -10,425 -38.41%
Los Angeles Capital Management & Equity Research Inc. 226,448 140,918 -85,530 -37.77%
Bangor Savings Bank 2,356 1,470 -886 -37.61%
Boston Common Asset Management LLC 100,211 63,156 -37,055 -36.98%
Trust Co of the South 3,312 2,114 -1,198 -36.17%
Linden Thomas Advisory Services LLC 27,741 17,909 -9,832 -35.44%
Gillespie Robinson & Grimm Inc. 55,069 35,704 -19,365 -35.16%
Fortitude Family Office LLC 641 416 -225 -35.10%
Mendota Financial Group LLC 1,625 1,061 -564 -34.71%
First Financialcorp IN 4,003 2,675 -1,328 -33.18%
DekaBank Deutsche Girozentrale 1,983,188 1,326,530 -656,658 -33.11%
Macroview Investment Management LLC 6,890 4,635 -2,255 -32.73%
Proffitt & Goodson Inc. 12,298 8,429 -3,869 -31.46%
LA Financiere DE L Echiquier 796,523 546,831 -249,692 -31.35%
Nicholas Hoffman & Company LLC. 9,548 6,597 -2,951 -30.91%
Zhang Financial LLC 9,892 6,922 -2,970 -30.02%
Perkins Coie Trust Co 60,003 42,241 -17,762 -29.60%
Annex Advisory Services LLC 225,646 160,497 -65,149 -28.87%
Beddow Capital Management Inc. 44,752 32,027 -12,725 -28.43%
Metropolis Capital Ltd 236,231 170,153 -66,078 -27.97%
Atticus Wealth Management LLC 2,552 1,854 -698 -27.35%
Appleton Partners Inc. MA 9,268 6,763 -2,505 -27.03%
Galvin Gaustad & Stein LLC 2,376 1,741 -635 -26.73%
Strategic Advisors LLC 4,898 3,738 -1,160 -23.68%
MEMBERS Trust Co 4,035 3,094 -941 -23.32%
Northstar Asset Management LLC 8,636 6,636 -2,000 -23.16%
IMC Chicago LLC 39,492 30,606 -8,886 -22.50%
PayPay Securities Corp 59 46 -13 -22.03%
Pallas Capital Advisors LLC 70,761 55,302 -15,459 -21.85%
Austin Private Wealth LLC 13,345 10,435 -2,910 -21.81%
KG&L Capital Management LLC 6,108 4,789 -1,319 -21.59%
Thrive Wealth Management LLC 6,774 5,317 -1,457 -21.51%
American National Bank 8,785 6,900 -1,885 -21.46%
Turtle Creek Wealth Advisors LLC 2,459 1,937 -522 -21.23%
Red Door Wealth Management LLC 6,446 5,087 -1,359 -21.08%
Hudson Valley Investment Advisors Inc. ADV 26,449 20,940 -5,509 -20.83%
River Road Asset Management LLC 309,383 247,482 -61,901 -20.01%
Tower Bridge Advisors 253,838 204,227 -49,611 -19.54%
Platte River Wealth Advisors LLC 3,775 3,075 -700 -18.54%
Sequoia Financial Advisors LLC 142,874 116,883 -25,991 -18.19%
Burke & Herbert Bank & Trust Co. 5,409 4,437 -972 -17.97%
LVM Capital Management Ltd. MI 5,986 4,911 -1,075 -17.96%
California Public Employees Retirement System 6,390,810 5,350,945 -1,039,865 -16.27%
Carmel Capital Partners LLC 19,435 16,313 -3,122 -16.06%
Ignite Planners LLC 2,985 2,508 -477 -15.98%
Successful Portfolios LLC 1,936 1,627 -309 -15.96%
Harbor Investment Advisory LLC 24,196 20,358 -3,838 -15.86%
Avitas Wealth Management LLC 19,095 16,079 -3,016 -15.79%
AMI Investment Management Inc. 10,217 8,619 -1,598 -15.64%
LifePro Asset Management 5,450 4,616 -834 -15.30%
Handelsinvest Investeringsforvaltning 14,920 12,644 -2,276 -15.25%
Van ECK Associates Corp 34,940 29,757 -5,183 -14.83%
Hexagon Capital Partners LLC 3,695 3,164 -531 -14.37%
Aspen Investment Management Inc 3,579 3,072 -507 -14.17%
Fundamentun LLC 4,664 4,013 -651 -13.96%
Traynor Capital Management Inc. 2,818 2,426 -392 -13.91%
Coerente Capital Management 1,925 1,660 -265 -13.77%
Mitchell Sinkler & Starr PA 62,048 53,523 -8,525 -13.74%
Bellevue Asset Management LLC 1,691 1,461 -230 -13.60%
Park Edge Advisors LLC 2,259 1,953 -306 -13.55%
Planning Capital Management Corp 1,710 1,479 -231 -13.51%
Amalgamated Bank 384,326 332,797 -51,529 -13.41%
Private Ocean LLC 5,996 5,203 -793 -13.23%
Stableford Capital II LLC 8,344 7,242 -1,102 -13.21%
Charles Schwab Trust Co 10,118 8,782 -1,336 -13.20%
Mn Services Vermogensbeheer B.V. 767,433 666,933 -100,500 -13.10%
Canvas Wealth Advisors LLC 3,577 3,121 -456 -12.75%
Alpha Cubed Investments LLC 48,414 42,274 -6,140 -12.68%
United Asset Strategies Inc. 15,200 13,283 -1,917 -12.61%
Orca Investment Management LLC 4,598 4,025 -573 -12.46%
Financial Management Professionals Inc. 2,566 2,251 -315 -12.28%
UMB Bank N A MO 105,032 92,177 -12,855 -12.24%
Enterprise Bank & Trust Co 3,020 2,665 -355 -11.75%
Papp L Roy & Associates 11,233 9,927 -1,306 -11.63%
Wetzel Investment Advisors Inc. 1,315 1,163 -152 -11.56%
Cooper Financial Group 5,038 4,472 -566 -11.23%
Waypoint Wealth Partners Inc. 4,366 3,878 -488 -11.18%
Congress Park Capital LLC 18,074 16,121 -1,953 -10.81%
Newbridge Financial Services Group Inc. 2,039 1,822 -217 -10.64%
Bruce G. Allen Investments LLC 738 660 -78 -10.57%
Duncker Streett & Co. Inc. 9,578 8,578 -1,000 -10.44%
Independence Bank of Kentucky 12,240 10,979 -1,261 -10.30%
Compass Wealth Management LLC 1,749 1,569 -180 -10.29%
Mogy Joel R Investment Counsel Inc. 159,161 143,411 -15,750 -9.90%
Leavell Investment Management Inc. 25,496 22,988 -2,508 -9.84%
Park National Corp OH 14,358 12,981 -1,377 -9.59%
MeadowBrook Investment Advisors LLC 537 487 -50 -9.31%
Grove Bank & Trust 5,904 5,359 -545 -9.23%
HTG Investment Advisors Inc. 3,650 3,320 -330 -9.04%
First Hawaiian Bank 51,312 46,686 -4,626 -9.02%
Moisand Fitzgerald Tamayo LLC 3,633 3,313 -320 -8.81%
Clarius Group LLC 23,160 21,176 -1,984 -8.57%
Childress Capital Advisors LLC 5,016 4,595 -421 -8.39%
Jmac Enterprises LLC 2,501 2,298 -203 -8.12%
Summit Financial LLC 18,514 17,011 -1,503 -8.12%
Global Strategic Investment Solutions LLC 3,404 3,138 -266 -7.81%
Gateway Investment Advisers LLC 465,826 429,510 -36,316 -7.80%
Criterion Capital Advisors LLC 30,417 28,086 -2,331 -7.66%
Triangle Securities Wealth Management 18,542 17,169 -1,373 -7.40%
Townsend Asset Management Corp NC ADV 3,659 3,389 -270 -7.38%
Affiance Financial LLC 4,093 3,793 -300 -7.33%
Bfsg LLC 193 179 -14 -7.25%
Peoples Financial Services CORP. 14,443 13,408 -1,035 -7.17%
Narus Financial Partners LLC 9,650 8,960 -690 -7.15%
Cookson Peirce & Co. Inc. 7,749 7,199 -550 -7.10%
Tritonpoint Wealth LLC 16,376 15,237 -1,139 -6.96%
Monument Capital Management 7,552 7,033 -519 -6.87%
Coastline Trust Co 45,800 42,711 -3,089 -6.74%
Securian Asset Management Inc 100,625 93,907 -6,718 -6.68%
GSG Advisors LLC 2,202 2,056 -146 -6.63%
Mission Wealth Management LP 79,413 74,153 -5,260 -6.62%
Brave Asset Management Inc. 5,629 5,259 -370 -6.57%
Fort Pitt Capital Group LLC 125,695 117,711 -7,984 -6.35%
Advance Capital Management Inc. 14,887 13,945 -942 -6.33%
Eagle Wealth Strategies LLC 2,338 2,191 -147 -6.29%
LGL Partners LLC 5,451 5,108 -343 -6.29%
West Financial Advisors LLC 1,601 1,501 -100 -6.25%
Eads & Heald Wealth Management 26,536 24,881 -1,655 -6.24%
Wendell David Associates Inc. 4,703 4,411 -292 -6.21%
Hendershot Investments Inc. 106,448 99,973 -6,475 -6.08%
Paragon Capital Management Ltd 10,157 9,560 -597 -5.88%
CLARET ASSET MANAGEMENT Corp 5,061 4,769 -292 -5.77%
Birch Capital Management LLC 7,634 7,194 -440 -5.76%
CVA Family Office LLC 7,651 7,216 -435 -5.69%
MBA Advisors LLC 2,559 2,416 -143 -5.59%
Clifford Swan Investment Counsel LLC 291,288 275,123 -16,165 -5.55%
Lindbrook Capital LLC 18,375 17,372 -1,003 -5.46%
Strategic Investment Advisors MI 9,673 9,158 -515 -5.32%
Moody National Bank Trust Division 20,549 19,466 -1,083 -5.27%
Aspiriant LLC 22,025 20,866 -1,159 -5.26%
First Merchants Corp 14,872 14,089 -783 -5.26%
Newman Dignan & Sheerar Inc. 7,449 7,067 -382 -5.13%
Fulton Breakefield Broenniman LLC 2,573 2,442 -131 -5.09%
Harbour Trust & Investment Management Co 50,458 47,925 -2,533 -5.02%
Marks Group Wealth Management Inc 15,689 14,909 -780 -4.97%
Spring Capital Management LLC 63,880 60,766 -3,114 -4.87%
Arcadia Investment Management Corp MI 28,870 27,520 -1,350 -4.68%
SeaCrest Wealth Management LLC 15,834 15,099 -735 -4.64%
Bank of New York Mellon Corp 13,822,513 13,185,195 -637,318 -4.61%
Tsfg LLC 1,670 1,595 -75 -4.49%
Berger Financial Group Inc 7,255 6,933 -322 -4.44%
Osborne Partners Capital Management LLC 8,948 8,551 -397 -4.44%
Berkshire Bank 2,255 2,155 -100 -4.43%
Thompson Investment Management Inc. 66,052 63,131 -2,921 -4.42%
Manchester Financial Inc. 2,267 2,167 -100 -4.41%
NBT Bank N A NY 56,801 54,303 -2,498 -4.40%
Wynn Capital LLC 20,162 19,282 -880 -4.36%
Essex Financial Services Inc. 21,285 20,356 -929 -4.36%
Evanson Asset Management LLC 4,513 4,318 -195 -4.32%
Court Place Advisors LLC 25,444 24,345 -1,099 -4.32%
Private Advisor Group LLC 113,897 109,019 -4,878 -4.28%
Webster Bank N. A. 64,360 61,648 -2,712 -4.21%
Greenleaf Trust 72,858 69,938 -2,920 -4.01%
Montecito Bank & Trust 8,517 8,177 -340 -3.99%
OLD National Bancorp IN 27,030 25,954 -1,076 -3.98%
Kiley Juergens Wealth Management LLC 11,664 11,207 -457 -3.92%
626 Financial LLC 2,712 2,606 -106 -3.91%
Field & Main Bank 19,105 18,366 -739 -3.87%
PFW Advisors LLC 1,945 1,870 -75 -3.86%
Columbus Macro LLC 2,011 1,935 -76 -3.78%
Sumitomo Life Insurance Co. 23,585 22,693 -892 -3.78%
Hartford Investment Management Co. 107,043 103,025 -4,018 -3.75%
Trueblood Wealth Management LLC 12,621 12,150 -471 -3.73%
Octavia Wealth Advisors LLC 5,865 5,658 -207 -3.53%
Foster & Motley Inc. 129,793 125,258 -4,535 -3.49%
Thomasville National Bank 17,821 17,201 -620 -3.48%
Ervin Investment Management LLC 12,825 12,380 -445 -3.47%
Courier Capital LLC 68,672 66,291 -2,381 -3.47%
CGC Financial Services LLC 3,131 3,023 -108 -3.45%
Greenfield Savings Bank 9,088 8,776 -312 -3.43%
Louisiana State Employees Retirement System 96,100 92,800 -3,300 -3.43%
Adviser Investments LLC 192,800 186,280 -6,520 -3.38%
Breakwater Capital Group 24,840 24,005 -835 -3.36%
Yousif Capital Management LLC 235,005 227,137 -7,868 -3.35%
Cyndeo Wealth Partners LLC 69,000 66,760 -2,240 -3.25%
Buttonwood Financial Advisors Inc. 2,459 2,381 -78 -3.17%
Family Legacy Inc. 33,826 32,755 -1,071 -3.17%
Kathmere Capital Management LLC 11,261 10,906 -355 -3.15%
Notis McConarty Edward 12,950 12,550 -400 -3.09%
Alhambra Investment Partners LLC 5,466 5,300 -166 -3.04%
McKinley Carter Wealth Services Inc. 6,106 5,925 -181 -2.96%
Kingswood Wealth Advisors LLC 12,556 12,186 -370 -2.95%
Sapient Capital LLC 13,468 13,075 -393 -2.92%
Curbstone Financial Management Corp 12,000 11,650 -350 -2.92%
Rowland & Co. Investment Counsel ADV 3,815 3,705 -110 -2.88%
Investment Partners Asset Management Inc. 8,820 8,570 -250 -2.83%
Regions Financial Corp 164,028 159,405 -4,623 -2.82%
Scharf Investments LLC 1,453,883 1,413,024 -40,859 -2.81%
CRA Financial Services LLC 2,104 2,045 -59 -2.80%
HTLF Bank 63,977 62,283 -1,694 -2.65%
E&G Advisors LP 3,800 3,700 -100 -2.63%
Baldwin Brothers Inc. MA 3,796 3,696 -100 -2.63%
Pinnacle West Asset Management Inc. 11,445 11,145 -300 -2.62%
Davis Capital Management 8,879 8,646 -233 -2.62%
First National Trust Co 67,302 65,543 -1,759 -2.61%
Mather Group LLC. 25,597 24,932 -665 -2.60%
Sound Income Strategies LLC 3,652 3,559 -93 -2.55%
Pioneer Trust Bank N A OR 96,090 93,635 -2,455 -2.55%
Northern Financial Advisors Inc 12,863 12,536 -327 -2.54%
B & T Capital Management DBA Alpha Capital Management 41,514 40,463 -1,051 -2.53%
Lake Street Financial LLC 9,724 9,479 -245 -2.52%
Raymond James Financial Services Advisors Inc. 785,296 765,536 -19,760 -2.52%
Sweet Financial Partners LLC 5,097 4,969 -128 -2.51%
McLean Asset Management Corp 5,922 5,774 -148 -2.50%
New York State Teachers Retirement System 1,646,069 1,605,976 -40,093 -2.44%
Henrickson Nauta Wealth Advisors Inc. 3,159 3,083 -76 -2.41%
Farmers & Merchants Trust Co of Chambersburg PA 18,999 18,542 -457 -2.41%
YHB Investment Advisors Inc. 76,272 74,448 -1,824 -2.39%
Central Bank & Trust Co. 12,065 11,780 -285 -2.36%
Bank of New Hampshire 22,893 22,354 -539 -2.35%
Camden National Bank 86,332 84,320 -2,012 -2.33%
CWM LLC 320,727 313,314 -7,413 -2.31%
Atlantic Union Bankshares Corp 53,621 52,382 -1,239 -2.31%
Sigma Investment Counselors Inc. 7,556 7,385 -171 -2.26%
Adirondack Trust Co. 8,837 8,639 -198 -2.24%
Boston Trust Walden Corp 445,509 435,583 -9,926 -2.23%
Corundum Group Inc. 9,043 8,841 -202 -2.23%
Bath Savings Trust Co 7,485 7,318 -167 -2.23%
JFS Wealth Advisors LLC 2,670 2,611 -59 -2.21%
Retirement Systems of Alabama 1,321,230 1,292,110 -29,120 -2.20%
Buckley Wealth Management LLC 4,589 4,489 -100 -2.18%
Northwest Bancshares Inc. 2,064 2,019 -45 -2.18%
Garrett Investment Advisors LLC 5,074 4,964 -110 -2.17%
Kaydan Wealth Management Inc. 4,209 4,119 -90 -2.14%
US Asset Management LLC 10,287 10,068 -219 -2.13%
Conning Inc. 11,439 11,199 -240 -2.10%
Chemistry Wealth Management LLC 33,436 32,745 -691 -2.07%
Busey Wealth Management 219,178 214,653 -4,525 -2.06%
Portside Wealth Group LLC 22,044 21,608 -436 -1.98%
Eclectic Associates Inc. ADV 3,994 3,915 -79 -1.98%
Allred Capital Management LLC 14,007 13,737 -270 -1.93%
Integrated Investment Consultants LLC 6,373 6,250 -123 -1.93%
QV Investors Inc. 47,245 46,345 -900 -1.90%
Charter Trust Co. 5,270 5,170 -100 -1.90%
North Star Investment Management Corp. 97,869 96,026 -1,843 -1.88%
Rockland Trust Co. 9,771 9,588 -183 -1.87%
Etesian Wealth Advisors Inc. 10,001 9,815 -186 -1.86%
Douglas Lane & Associates LLC 620,945 609,370 -11,575 -1.86%
Colton Groome Financial Advisors LLC 2,705 2,655 -50 -1.85%
Institute for Wealth Management LLC. 20,003 19,633 -370 -1.85%
Baker Ellis Asset Management LLC 5,404 5,304 -100 -1.85%
Commonwealth Equity Services LLC 599,991 589,012 -10,979 -1.83%
Mechanics Bank Trust Department 81,234 79,765 -1,469 -1.81%
GPS Wealth Strategies Group LLC 2,667 2,619 -48 -1.80%
Farmers & Merchants Investments Inc. 233,807 229,681 -4,126 -1.76%
Peoples Bank KS 10,229 10,050 -179 -1.75%
Private Trust Co. NA 27,783 27,296 -487 -1.75%
Cary Street Partners Investment Advisory LLC 10,562 10,378 -184 -1.74%
Rosenberg Matthew Hamilton 4,319 4,245 -74 -1.71%
WASHINGTON TRUST Co 17,972 17,665 -307 -1.71%
CHICAGO TRUST Co NA 32,655 32,102 -553 -1.69%
Everett Harris & Co. CA 5,969 5,869 -100 -1.68%
Deroy & Devereaux Private Investment Counsel Inc. 255,066 250,794 -4,272 -1.67%
Roble Belko & Company Inc 3,864 3,800 -64 -1.66%
Mirador Capital Partners LP 5,524 5,433 -91 -1.65%
ShankerValleau Wealth Advisors Inc. 124,776 122,756 -2,020 -1.62%
Princeton Global Asset Management LLC 41,326 40,662 -664 -1.61%
Fielder Capital Group LLC 4,535 4,463 -72 -1.59%
Prestige Wealth Management Group LLC 13,795 13,575 -220 -1.59%
First Fiduciary Investment Counsel Inc. 106,353 104,667 -1,686 -1.59%
Cascade Investment Advisors Inc. 15,942 15,692 -250 -1.57%
Brio Consultants LLC 2,942 2,896 -46 -1.56%
Landmark Wealth Management LLC 6,975 6,866 -109 -1.56%
Argent Capital Management LLC 170,164 167,520 -2,644 -1.55%
Exeter Financial LLC 38,142 37,569 -573 -1.50%
Riverbridge Partners LLC 4,871 4,800 -71 -1.46%
Parcion Private Wealth LLC 67,602 66,626 -976 -1.44%
MCF Advisors LLC 6,141 6,054 -87 -1.42%
Jeppson Wealth Management LLC 28,373 27,973 -400 -1.41%
Renaissance Group LLC 5,448 5,371 -77 -1.41%
Piscataqua Savings Bank 1,424 1,404 -20 -1.40%
Zullo Investment Group Inc. 2,183 2,153 -30 -1.37%
Trust Co. of Virginia VA 26,084 25,726 -358 -1.37%
Exchange Bank 5,312 5,240 -72 -1.36%
Oakworth Capital Inc. 15,048 14,847 -201 -1.34%
Northwest Investment Counselors LLC 78,005 76,965 -1,040 -1.33%
First National Bank & Trust Co. of Newtown 6,840 6,750 -90 -1.32%
Arden Trust Co 23,113 22,815 -298 -1.29%
Bell Bank 3,411 3,367 -44 -1.29%
First Financial Bank Trust Division 38,303 37,811 -492 -1.28%
Albion Financial Group UT 162,532 160,461 -2,071 -1.27%
Hourglass Capital LLC 70,089 69,222 -867 -1.24%
Apella Capital LLC 4,882 4,823 -59 -1.21%
Harel Insurance Investments & Financial Services Ltd. 2,647 2,615 -32 -1.21%
Tevis Investment Management 10,565 10,440 -125 -1.18%
Benjamin F. Edwards & Company Inc. 93,348 92,272 -1,076 -1.15%
Roman Butler Fullerton & Co. 14,716 14,547 -169 -1.15%
St. Louis Financial Planners Asset Management LLC 14,522 14,356 -166 -1.14%
Pinnacle Bank 2,043 2,020 -23 -1.13%
Sage Rhino Capital LLC 9,748 9,644 -104 -1.07%
Uncommon Cents Investing LLC 30,765 30,440 -325 -1.06%
Chicago Capital LLC 39,271 38,868 -403 -1.03%
Diversified Trust Co 23,358 23,117 -241 -1.03%
First Personal Financial Services 68,311 67,630 -681 -1.00%
Indiana Trust & Investment Management CO 25,944 25,684 -260 -1.00%
Signet Investment Advisory Group Inc. 32,414 32,095 -319 -0.98%
Global Trust Asset Management LLC 8,669 8,584 -85 -0.98%
Godsey & Gibb Associates 189,120 187,269 -1,851 -0.98%
Phoenix Wealth Advisors 4,228 4,189 -39 -0.92%
SWP Financial LLC 2,083 2,064 -19 -0.91%
AlphaMark Advisors LLC 1,914 1,897 -17 -0.89%
Bridge Creek Capital Management LLC 13,200 13,084 -116 -0.88%
Orser Capital Management LLC 5,021 4,980 -41 -0.82%
Trust Point Inc. 14,204 14,087 -117 -0.82%
Lodestar Private Asset Management LLC 4,825 4,786 -39 -0.81%
Cardinal Capital Management Inc. 227,790 225,956 -1,834 -0.81%
Investment Partners LTD. 17,578 17,436 -142 -0.81%
Union Savings Bank 8,202 8,137 -65 -0.79%
Schaper Benz & Wise Investment Counsel Inc. WI 179,213 177,818 -1,395 -0.78%
Culbertson A N & Co. Inc. 81,558 80,928 -630 -0.77%
Stonebridge Capital Management Inc. 85,371 84,721 -650 -0.76%
Canandaigua National Bank & Trust Co. 70,463 69,972 -491 -0.70%
Carret Asset Management LLC 108,945 108,195 -750 -0.69%
Cedar Brook Financial Partners LLC 6,802 6,756 -46 -0.68%
Cigna Investments Inc. New 16,657 16,547 -110 -0.66%
Lodestone Wealth Management LLC 4,789 4,758 -31 -0.65%
Bay Harbor Wealth Management LLC 769 764 -5 -0.65%
BKD Wealth Advisors LLC 29,884 29,693 -191 -0.64%
Woodstock Corp 119,100 118,342 -758 -0.64%
Mcdonald Partners LLC 33,560 33,360 -200 -0.60%
Abner Herrman & Brock LLC 158,891 157,972 -919 -0.58%
Allspring Global Investments Holdings LLC 656,769 653,002 -3,767 -0.57%
Arlington Trust Co LLC 10,432 10,377 -55 -0.53%
Bill Few Associates Inc. 47,002 46,772 -230 -0.49%
Stockman Wealth Management Inc. 6,129 6,100 -29 -0.47%
Abacus Wealth Partners LLC 20,536 20,445 -91 -0.44%
Hazlett Burt & Watson Inc. 5,256 5,233 -23 -0.44%
Horizon Bancorp Inc. IN 5,313 5,290 -23 -0.43%
Bogart Wealth LLC 10,945 10,899 -46 -0.42%
Haverford Financial Services Inc. 95,548 95,175 -373 -0.39%
Delta Financial Group Inc. 13,009 12,960 -49 -0.38%
Butensky & Cohen Financial Security Inc. 40,058 39,909 -149 -0.37%
Five Oceans Advisors 4,265 4,250 -15 -0.35%
Naples Money Management LLC 891 888 -3 -0.34%
Hyperion Partners LLC 2,452 2,444 -8 -0.33%
Pflug Koory LLC 15,855 15,805 -50 -0.32%
MV Capital Management Inc. 1,881 1,875 -6 -0.32%
Kinneret Advisory LLC 35,536 35,426 -110 -0.31%
Boltwood Capital Management 12,837 12,797 -40 -0.31%
JGP Wealth Management LLC 18,726 18,669 -57 -0.30%
Central Valley Advisors LLC 3,804 3,793 -11 -0.29%
Dynamic Advisor Solutions LLC 19,838 19,780 -58 -0.29%
CENTRAL TRUST Co 37,968 37,860 -108 -0.28%
Northcape Wealth Management LLC 4,090 4,080 -10 -0.24%
Compass Ion Advisors LLC 2,468 2,462 -6 -0.24%
Romano Brothers AND Company 52,655 52,529 -126 -0.24%
IFM Investors Pty Ltd 333,275 332,528 -747 -0.22%
Wealth Effects LLC 7,065 7,050 -15 -0.21%
Meritas Wealth Management LLC 8,105 8,090 -15 -0.19%
Versant Capital Management Inc 3,671 3,664 -7 -0.19%
Pine Haven Investment Counsel Inc 11,725 11,705 -20 -0.17%
Arbor Trust Wealth Advisors LLC 17,281 17,251 -30 -0.17%
Keene & Associates Inc. 28,281 28,235 -46 -0.16%
Pinnacle Associates Ltd. 221,266 220,923 -343 -0.16%
Foster Group Inc. 16,197 16,173 -24 -0.15%
Acropolis Investment Management LLC 1,455 1,453 -2 -0.14%
Ausdal Financial Partners Inc. 9,393 9,381 -12 -0.13%
New Mexico Educational Retirement Board 80,090 79,990 -100 -0.12%
DHJJ Financial Advisors Ltd. 1,744 1,742 -2 -0.11%
Financial Perspectives Inc 3,923 3,919 -4 -0.10%
Delta Capital Management LLC 35,915 35,895 -20 -0.06%
Quantum Financial Advisors LLC 4,159 4,157 -2 -0.05%
Means Investment CO. Inc. 35,321 35,310 -11 -0.03%
JLB & Associates Inc. 202,682 202,669 -13 -0.01%
13F Filers Exiting ORCL
Ables Iannone Moore & Associates Inc. 582 0 -582 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 30,768 0 -30,768 -100.00%
Olympus Wealth Management LLC 5,903 0 -5,903 -100.00%
Arista Wealth Management LLC 4,275 0 -4,275 -100.00%
James J. Burns & Company LLC 2,025 0 -2,025 -100.00%
Granite Bay Wealth Management LLC 3,150 0 -3,150 -100.00%
Morton Brown Family Wealth LLC 157 0 -157 -100.00%
Level Financial Advisors Inc. 104 0 -104 -100.00%
Elk River Wealth Management LLC 4,426 0 -4,426 -100.00%
Peak Financial Advisors LLC 21,089 0 -21,089 -100.00%
Falcon Wealth Planning 1,932 0 -1,932 -100.00%
Planned Solutions Inc. 100 0 -100 -100.00%
Windmill Hill Asset Management Ltd 2,842 0 -2,842 -100.00%
Cordant Inc. 46 0 -46 -100.00%
Tennessee Valley Asset Management Partners 92 0 -92 -100.00%
MADDEN SECURITIES Corp 1,900 0 -1,900 -100.00%
Gunderson Capital Management Inc. 19,454 0 -19,454 -100.00%
Inscription Capital LLC 5,854 0 -5,854 -100.00%
CloudAlpha Capital Management Limited Hong Kong 6,800 0 -6,800 -100.00%
Parkside Investments LLC 5,000 0 -5,000 -100.00%
BlueSky Wealth Advisors LLC 2,079 0 -2,079 -100.00%
OmniStar Financial Group Inc. 3,896 0 -3,896 -100.00%
Summit Global Investments 5,839 0 -5,839 -100.00%
Meridian Wealth Management LLC 24,310 0 -24,310 -100.00%
Ibex Wealth Advisors 7 0 -7 -100.00%
Oliver Luxxe Assets LLC 52,378 0 -52,378 -100.00%
USA Financial Portformulas Corp 33 0 -33 -100.00%
Signet Financial Management LLC 2,512 0 -2,512 -100.00%
New England Research & Management Inc. 25,870 0 -25,870 -100.00%
Carlson Capital Management 4,239 0 -4,239 -100.00%
Verity & Verity LLC 3,327 0 -3,327 -100.00%
Artemis Investment Management LLP 206,030 0 -206,030 -100.00%
Cutler Group LP 123,010 0 -123,010 -100.00%
Simplex Trading LLC 151,474 0 -151,474 -100.00%
K.J. Harrison & Partners Inc 6,850 0 -6,850 -100.00%
Weiss Multi Strategy Advisers LLC 45,758 0 -45,758 -100.00%
Deltec Asset Management LLC 22,000 0 -22,000 -100.00%
Strategy Asset Managers LLC 5,019 0 -5,019 -100.00%
Bourgeon Capital Management LLC 10 0 -10 -100.00%

See Summary: Institutional Holders of ORCL
See Details: Top 10 Hedge Funds Holding ORCL
Also See: ORCL Insider Buying

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