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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Stockman Wealth Management
Montana
$807K – – –
CPA
2027
Capital Performance Advisors
California
$806K -$257K -1,420 -21%
SGI
2028
Summit Global Investments
Utah
$806K -$456K -2,518 -31%
AIA
2029
Aventus Investment Advisors
Florida
$806K +$382K +2,110 +62%
MCA
2030
Magnolia Capital Advisors
Mississippi
$805K +$28.3K +156 +3%
DC
2031
DeDora Capital
California
$805K -$2.17K -12 -0.2%
WMA
2032
West Michigan Advisors
Michigan
$804K +$161K +886 +19%
OFO
2033
OneAscent Family Office
Alabama
$804K +$227K +1,251 +30%
MIM
2034
Macroview Investment Management
Maryland
$803K +$9.42K +52 +1%
LRPA
2035
L. Roy Papp & Associates
Arizona
$800K -$443K -2,446 -31%
SB
2036
Sunflower Bank
Texas
$796K +$151K +834 +18%
RYIA
2037
Roehl & Yi Investment Advisors
Oregon
$796K -$28.8K -159 -3%
MAM
2038
Mystic Asset Management
Rhode Island
$796K +$142K +786 +17%
FFG
2039
Fortem Financial Group
California
$793K -$135K -745 -12%
LA
2040
LVW Advisors
New York
$793K +$234K +1,293 +31%
EF
2041
Evanson Financial
Virginia
$791K +$978K +5,399 New
APA
2042
Astoria Portfolio Advisors
New York
$790K -$62K -342 -6%
CH
2043
Cromwell Holdings
Wyoming
$790K +$142K +782 +17%
BF
2044
Brucke Financial
Indiana
$790K +$14.3K +79 +1%
AWM
2045
Atticus Wealth Management
Florida
$790K +$107K +593 +12%
DCM
2046
Dimension Capital Management
Florida
$790K +$73K +403 +8%
BWM
2047
Bernicke Wealth Management
Wisconsin
$789K -$34.3K -189 -3%
WP
2048
WealthPLAN Partners
Nebraska
$786K +$247K +1,365 +34%
BWM
2049
Boyd Wealth Management
California
$786K +$1.45K +8 +0.1%
BFF
2050
Byrne Financial Freedom
Massachusetts
$786K +$289K +1,597 +42%
80 81
82
83 84