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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2026
Northwest Capital Management
Oregon
$251K – – –
PAWA
2027
Palo Alto Wealth Advisors
California
$250K – – –
AWM
2028
Angeles Wealth Management
California
$250K -$4.91K -56 -2%
SQA
2029
Simon Quick Advisors
New Jersey
$249K +$235K +2,685 New
THL
2030
Tillman Hartley LLC
Colorado
$249K – – –
IF
2031
IRON Financial
Illinois
$249K +$235K +2,681 New
SWIM
2032
Smallwood Wealth Investment Management
New Jersey
$249K +$13K +148 +6%
OWA
2033
Opal Wealth Advisors
New York
$248K -$28.8K -328 -11%
MF
2034
Manchester Financial
California
$248K -$11.7K -133 -5%
KCM
2035
Kendall Capital Management
Maryland
$247K -$10.1K -115 -4%
FAM
2036
Flaharty Asset Management
Florida
$247K +$4.82K +55 +2%
VIA
2037
Virtus Investment Advisers
Connecticut
$247K – – –
CWM
2038
Compass Wealth Management
Connecticut
$246K – – –
WRPWM
2039
Werba Rubin Papier Wealth Management
California
$246K – – –
FC
2040
Family CFO
California
$245K – – –
FWI
2041
Facet Wealth Inc
Maryland
$243K -$702 -8 -0.3%
OHWP
2042
Oak Harbor Wealth Partners
North Carolina
$242K – – –
SRC
2043
Shufro Rose & Co
New York
$242K -$57.9K -660 -20%
MWP
2044
Meridian Wealth Partners
Pennsylvania
$241K +$5.26K +60 +2%
MFWP
2045
Mosaic Family Wealth Partners
Missouri
$241K +$351 +4 +0.2%
FC
2046
Financial Council
Maryland
$241K – – –
TCMP
2047
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K +$233K +2,655 New
TPA
2048
Trivium Point Advisory
Connecticut
$240K – – –
LWM
2049
Lyell Wealth Management
California
$240K +$226K +2,581 New
CFS
2050
CRA Financial Services
New Jersey
$239K -$81.3K -927 -26%
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