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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2026
LJI Wealth Management
Indiana
$841K +$11.7K +66 +1%
AMBIA
2027
Allen Mooney & Barnes Investment Advisors
Georgia
$840K -$46.9K -264 -5%
LRIA
2028
Leonard Rickey Investment Advisors
Washington
$839K +$21.7K +122 +2%
1M
2029
1248 Management
Missouri
$836K +$891K +5,017 New
GWAG
2030
Garrett Wealth Advisory Group
Texas
$835K -$12.4K -70 -1%
LFG
2031
Larson Financial Group
Missouri
$835K +$30.9K +174 +4%
HB
2032
Horizon Bancorp
Indiana
$834K -$13.3K -75 -1%
WAG
2033
Winthrop Advisory Group
Massachusetts
$834K +$5.68K +32 +0.6%
BEAM
2034
Baker Ellis Asset Management
Washington
$834K -$53.3K -300 -6%
4WM
2035
4J Wealth Management
Virginia
$832K – – –
OCM
2036
Orser Capital Management
Texas
$830K – – –
BF
2037
Brucke Financial
Indiana
$829K +$866K +4,873 New
M
2038
MOTCO
Texas
$827K – – –
CPRC
2039
Consolidated Portfolio Review Corp
New York
$827K +$327K +1,841 +59%
HC
2040
Hamilton Capital
Ohio
$825K +$7.11K +40 +0.8%
BAM
2041
Byrne Asset Management
New Jersey
$825K -$874K -4,920 Closed
APW
2042
Aventura Private Wealth
Florida
$825K +$879K +4,950 New
FAFN
2043
First Affirmative Financial Network
Colorado
$825K +$6.57K +37 +0.8%
RIA
2044
Regal Investment Advisors
Michigan
$823K -$55.4K -312 -6%
AA
2045
Aire Advisors
California
$820K +$60.4K +340 +7%
PMSA
2046
Patrick M. Sweeney & Associates
Illinois
$815K +$178 +1 +0%
RAM
2047
Readystate Asset Management
Illinois
$813K +$866K +4,877 New
NCM
2048
Novare Capital Management
North Carolina
$812K -$20.1K -113 -2%
RI
2049
Rinkey Investments
California
$812K +$465K +2,615 +116%
TA
2050
TrueWealth Advisors
Alabama
$811K +$63.8K +359 +8%
80 81
82
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