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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
2026
Charter Research & Investment Group
Connecticut
$724K -$213K -1,471 -26%
SRCM
2027
Signature Resources Capital Management
California
$722K – – –
NP
2028
Ninepoint Partners
Ontario, Canada
$721K +$613K +4,229 New
WCA
2029
Waypoint Capital Advisors
Minnesota
$720K +$17.2K +119 +3%
OL
2030
OneFund LLC
Florida
$715K +$3.62K +25 +0.6%
EAM
2031
Empirical Asset Management
Massachusetts
$714K -$536K -3,698 -24%
AL
2032
ADE LLC
Maryland
$709K – – –
MC
2033
Middleton & Co
Massachusetts
$708K +$65.5K +452 +12%
FFG
2034
Frisch Financial Group
New York
$706K -$53.6K -370 -8%
CD
2035
Chapin Davis
Maryland
$706K – – –
MHR
2036
Matthew Hamilton Rosenberg
$703K +$18.8K +130 +3%
KWM
2037
Kaydan Wealth Management
Michigan
$702K – – –
OFA
2038
Onyx Financial Advisors
Idaho
$700K +$1.74K +12 +0.3%
SSWM
2039
Smith Salley Wealth Management
North Carolina
$700K +$71.7K +495 +14%
WG
2040
Wealth Group
North Carolina
$700K -$19.6K -135 -3%
S
2041
SimplyRich
California
$700K – – –
ECM
2042
Exchange Capital Management
Michigan
$699K -$22.5K -155 -4%
WHG
2043
Westwood Holdings Group
Texas
$699K +$29.7K +205 +5%
CCP
2044
Clough Capital Partners
Massachusetts
$699K +$594K +4,100 New
TWP
2045
Tyche Wealth Partners
Texas
$698K -$19.8K -137 -3%
FWM
2046
Forza Wealth Management
Florida
$698K +$117K +809 +25%
BSHC
2047
Breed's Hill Capital
Massachusetts
$696K -$32.4K -224 -5%
HWMG
2048
Hurlow Wealth Management Group
Indiana
$695K – – –
IC
2049
Iconiq Capital
California
$695K +$591K +4,078 New
EWS
2050
Eagle Wealth Strategies
New Jersey
$695K +$273K +1,886 +86%
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