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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2026
Ironwood Financial
Arizona
$728K -$31.6K -218 -5%
BI
2027
Berkeley Inc
Idaho
$727K +$267K +1,843 +76%
CRIG
2028
Charter Research & Investment Group
Connecticut
$724K -$213K -1,471 -26%
SRCM
2029
Signature Resources Capital Management
California
$722K – – –
NP
2030
Ninepoint Partners
Ontario, Canada
$721K +$613K +4,229 New
WCA
2031
Waypoint Capital Advisors
Minnesota
$720K +$17.2K +119 +3%
OL
2032
OneFund LLC
Florida
$715K +$3.62K +25 +0.6%
EAM
2033
Empirical Asset Management
Massachusetts
$714K -$536K -3,698 -24%
AL
2034
ADE LLC
Maryland
$709K – – –
MC
2035
Middleton & Co
Massachusetts
$708K +$65.5K +452 +12%
FFG
2036
Frisch Financial Group
New York
$706K -$53.6K -370 -8%
CD
2037
Chapin Davis
Maryland
$706K – – –
MHR
2038
Matthew Hamilton Rosenberg
$703K +$18.8K +130 +3%
KWM
2039
Kaydan Wealth Management
Michigan
$702K – – –
OFA
2040
Onyx Financial Advisors
Idaho
$700K +$1.74K +12 +0.3%
SSWM
2041
Smith Salley Wealth Management
North Carolina
$700K +$71.7K +495 +14%
WG
2042
Wealth Group
North Carolina
$700K -$19.6K -135 -3%
S
2043
SimplyRich
California
$700K – – –
ECM
2044
Exchange Capital Management
Michigan
$699K -$22.5K -155 -4%
WHG
2045
Westwood Holdings Group
Texas
$699K +$29.7K +205 +5%
CCP
2046
Clough Capital Partners
Massachusetts
$699K +$594K +4,100 New
TWP
2047
Tyche Wealth Partners
Texas
$698K -$19.8K -137 -3%
FWM
2048
Forza Wealth Management
Florida
$698K +$117K +809 +25%
BSHC
2049
Breed's Hill Capital
Massachusetts
$696K -$32.4K -224 -5%
HWMG
2050
Hurlow Wealth Management Group
Indiana
$695K – – –
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