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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
2026
Diversified Portfolios Inc
Michigan
$230K – – –
FC
2027
Family CFO
California
$230K +$247K +2,632 New
BSB
2028
Bangor Savings Bank
Maine
$229K -$6.57K -70 -3%
CC
2029
Constitution Capital
Connecticut
$227K -$9.39K -100 -4%
WCG
2030
Weaver Consulting Group
California
$227K -$8.45K -90 -3%
EA
2031
Emerald Advisors
Washington
$227K +$244K +2,600 New
NAMM
2032
NorthStar Asset Management (Massachusetts)
Massachusetts
$226K +$19K +202 +8%
FRA
2033
Front Row Advisors
California
$224K -$10K -107 -4%
FWM
2034
ForthRight Wealth Management
Georgia
$223K +$23.5K +250 +11%
CFS
2035
CRA Financial Services
New Jersey
$222K -$18.7K -199 -7%
AWM
2036
AllSquare Wealth Management
New York
$222K – – –
FIB
2037
First Interstate Bank
Montana
$222K – – –
NCM
2038
Northwest Capital Management
Oregon
$222K – – –
APC
2039
Aspire Private Capital
North Carolina
$221K +$94 +1 +0%
AIFAIM
2040
American Institute for Advanced Investment Management
Arizona
$220K – – –
BWA
2041
BlueSky Wealth Advisors
North Carolina
$220K – – –
KWS
2042
Keystone Wealth Services
California
$219K +$236K +2,512 New
FMB
2043
Field & Main Bank
Kentucky
$218K -$28.2K -300 -11%
NJBEST
2044
New Jersey Better Educational Savings Trust
New Jersey
$218K – – –
WA
2045
Wealthstream Advisors
New York
$218K +$235K +2,505 New
LWMG
2046
Levy Wealth Management Group
Pennsylvania
$217K – – –
TWM
2047
Tradition Wealth Management
Minnesota
$217K +$47.3K +504 +25%
F
2048
F3Logic
Minnesota
$216K -$27.5K -293 -11%
HNWAG
2049
High Net Worth Advisory Group
Florida
$216K +$232K +2,475 New
WP
2050
WealthShield Partners
North Carolina
$215K +$231K +2,462 New
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