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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FIBT
2026
First International Bank & Trust
North Dakota
$387K – – –
CAGAS
2027
Capital Advisory Group Advisory Services
Minnesota
$386K -$50.1K -459 -11%
OCPWS
2028
One Charles Private Wealth Services
Massachusetts
$386K +$109 +1 +0%
FAIM
2029
Financial Advocates Investment Management
Washington
$386K -$80.4K -737 -17%
TAM
2030
Townsend Asset Management
North Carolina
$386K – – –
SIS
2031
Sound Income Strategies
Florida
$385K +$982 +9 +0.2%
HIA
2032
HTG Investment Advisors
Connecticut
$385K -$4.37K -40 -1%
HWMC
2033
Heritage Wealth Management (California)
California
$385K +$398K +3,649 New
SIM
2034
SSI Investment Management
California
$385K -$1.31K -12 -0.3%
MSWM
2035
McGlone Suttner Wealth Management
Wisconsin
$384K +$162K +1,480 +69%
MFT
2036
Moisand Fitzgerald Tamayo
Florida
$383K -$3.06K -28 -0.8%
KA
2037
KLCM Advisors
Wisconsin
$383K +$54.7K +501 +16%
CFA
2038
CWS Financial Advisors
Michigan
$382K -$93.6K -858 -19%
TWM
2039
TriaGen Wealth Management
California
$382K -$736K -6,740 -65%
CWA
2040
Canvas Wealth Advisors
Kansas
$381K -$34.9K -320 -8%
OCM
2041
One Capital Management
California
$381K -$65K -596 -14%
I
2042
INVST
Indiana
$380K +$9.39K +86 +3%
CC
2043
Clearline Capital
New York
$380K +$393K +3,600 New
MW
2044
MBL Wealth
North Carolina
$378K -$214K -1,964 -35%
CH
2045
Canton Hathaway
Rhode Island
$378K -$65.5K -600 -14%
LRIA
2046
Leonard Rickey Investment Advisors
Washington
$378K +$5.46K +50 +1%
CAC
2047
Core Alternative Capital
Georgia
$377K -$76.1K -697 -16%
AIM
2048
Aspen Investment Management
Michigan
$377K -$500K -4,578 -56%
MMHP
2049
Murphy Middleton Hinkle & Parker
Georgia
$376K – – –
KL
2050
KilterHowling LLC
Colorado
$374K +$327 +3 +0.1%
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