ORCL icon

Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2026
Ballast Advisors
Minnesota
$724K -$71.3K -438 -8%
VCM
2027
Versant Capital Management
Arizona
$721K +$107K +658 +15%
AA
2028
Alesco Advisors
New York
$719K +$3.42K +21 +0.4%
FOA
2029
Five Oceans Advisors
California
$719K -$1.14K -7 -0.1%
TCWM
2030
Total Clarity Wealth Management
Illinois
$718K – – –
BEC
2031
Blue Edge Capital
Virginia
$718K – – –
SLWA
2032
San Luis Wealth Advisors
California
$717K -$39.6K -243 -5%
FAFN
2033
First Affirmative Financial Network
Colorado
$716K +$28K +172 +3%
NCM
2034
Novare Capital Management
North Carolina
$716K +$39.9K +245 +5%
DE
2035
Diversified Enterprises
Delaware
$715K +$236K +1,451 +40%
TA
2036
TrueWealth Advisors
Alabama
$714K +$38.4K +236 +5%
MAM
2037
Maytree Asset Management
Hong Kong
$713K – – –
RIA
2038
Realta Investment Advisors
Delaware
$709K +$33.7K +207 +4%
PFC
2039
Poplar Forest Capital
California
$709K – – –
OC
2040
Optima Capital
Oregon
$709K +$125K +767 +18%
SJL
2041
Shayne & Jacobs LLC
Tennessee
$709K – – –
PC
2042
Prairiewood Capital
North Dakota
$709K -$110K -677 -12%
CWS
2043
Cypress Wealth Services
California
$707K -$86.3K -530 -9%
CPA
2044
Cardiff Park Advisors
California
$706K +$49K +301 +6%
BCM
2045
BluePath Capital Management
Georgia
$705K -$279K -1,713 -25%
SL
2046
Sentry LLC
Tennessee
$704K +$480K +2,950 +141%
VIS
2047
Vega Investment Solutions
France
$703K +$814K +5,000 New
BAM
2048
Byrne Asset Management
New Jersey
$703K – – –
MIA
2049
MMBG Investment Advisors
Florida
$703K +$819K +5,030 New
SP
2050
Stonebrook Private
Michigan
$703K +$152K +931 +23%
80 81
82
83 84