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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2026
DDFG Inc
California
$366K +$207 +2 +0.1%
OWM
2027
OneAscent Wealth Management
Alabama
$365K +$15.7K +152 +5%
TFG
2028
Tilson Financial Group
New Jersey
$364K – – –
SL
2029
Sentinus LLC
Illinois
$364K -$8.79K -85 -3%
KLCM
2030
KG&L Capital Management
Louisiana
$363K -$30.9K -299 -9%
T
2031
TCWP
Ohio
$362K -$2.58K -25 -0.8%
MCM
2032
MV Capital Management
Maryland
$361K -$56K -542 -15%
KWS
2033
Keystone Wealth Services
California
$361K +$18.8K +182 +6%
6F
2034
626 Financial
Michigan
$361K +$207 +2 +0.1%
IGWM
2035
ICA Group Wealth Management
Colorado
$360K -$550K -5,315 -64%
BFA
2036
Beacon Financial Advisory
Ohio
$360K +$8.58K +83 +3%
DE
2037
Day & Ennis
Georgia
$360K – – –
NFP
2038
Narus Financial Partners
Utah
$359K -$51.7K -500 -14%
SLG
2039
Stanley-Laman Group
Pennsylvania
$359K – – –
CBA
2040
Coastal Bridge Advisors
Connecticut
$359K +$11.8K +114 +4%
RW
2041
REDW Wealth
New Mexico
$358K – – –
BCM
2042
BlueCrest Capital Management
Jersey
$358K +$311K +3,004 New
DA
2043
Drake & Associates
Wisconsin
$358K +$311K +3,004 New
CC
2044
Constitution Capital
Connecticut
$357K +$10.3K +100 +3%
AAM
2045
AR Asset Management
California
$357K – – –
PGA
2046
Portland Global Advisors
Maine
$357K – – –
SFG
2047
Snider Financial Group
Washington
$356K +$309K +2,993 New
CWM
2048
Campbell Wealth Management
Virginia
$356K +$66K +638 +27%
RFA
2049
Resurgent Financial Advisors
Georgia
$355K -$19K -184 -6%
WPA
2050
West Paces Advisors
Georgia
$355K -$10.9K -105 -3%
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