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Oracle
ORCL

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