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Oracle
ORCL

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