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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
2026
Plimoth Trust
Massachusetts
$554K -$13.4K -108 -3%
FP
2027
Financial Perspectives
Minnesota
$553K – – –
FVWA
2028
Foster Victor Wealth Advisors
South Carolina
$553K +$63.7K +513 +15%
EA
2029
Eclectic Associates
California
$553K – – –
LCWP
2030
Legacy Capital Wealth Partners
Arkansas
$552K +$485K +3,908 New
WHG
2031
Westwood Holdings Group
Texas
$550K – – –
VCM
2032
Versant Capital Management
Arizona
$550K +$28.3K +228 +6%
MGAM
2033
McGowan Group Asset Management
Texas
$549K -$62K -499 -11%
GWAG
2034
Garrett Wealth Advisory Group
Texas
$549K +$11.7K +94 +2%
SB
2035
Sunflower Bank
Texas
$548K -$7.82K -63 -2%
CIS
2036
Capital International Sarl
California
$547K +$82K +660 +21%
VIM
2037
Vista Investment Management
Pennsylvania
$546K -$14.4K -116 -3%
GAM
2038
Gould Asset Management
California
$546K +$26K +209 +6%
EBT
2039
Enterprise Bank & Trust
Massachusetts
$546K +$149K +1,203 +45%
LCM
2040
Lazari Capital Management
California
$546K +$44.8K +361 +10%
KAS
2041
KPP Advisory Services
Kentucky
$543K -$64.6K -520 -12%
V
2042
ViaWealth
Kansas
$542K +$43.7K +352 +10%
RIM
2043
Redwood Investment Management
Arizona
$541K +$80.3K +647 +18%
RBC
2044
Roble Belko & Company
Pennsylvania
$540K +$3.1K +25 +0.7%
PA
2045
PFG Advisors
Arizona
$539K -$65.6K -528 -12%
WSC
2046
Wellington Shields & Co
New York
$538K – – –
AF
2047
Affiance Financial
Minnesota
$537K +$1.37K +11 +0.3%
EGA
2048
E&G Advisors
Texas
$537K +$12.4K +100 +3%
MSF
2049
Mustard Seed Financial
Arkansas
$534K +$124 +1 +0%
NFA
2050
Northwest Financial Advisors
Virginia
$533K +$7.82K +63 +2%
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