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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
2026
Five Oceans Advisors
California
$719K -$1.14K -7 -0.1%
TCWM
2027
Total Clarity Wealth Management
Illinois
$718K – – –
BEC
2028
Blue Edge Capital
Virginia
$718K – – –
SLWA
2029
San Luis Wealth Advisors
California
$717K -$39.6K -243 -5%
FAFN
2030
First Affirmative Financial Network
Colorado
$716K +$28K +172 +3%
NCM
2031
Novare Capital Management
North Carolina
$716K +$39.9K +245 +5%
DE
2032
Diversified Enterprises
Delaware
$715K +$236K +1,451 +40%
TA
2033
TrueWealth Advisors
Alabama
$714K +$38.4K +236 +5%
MAM
2034
Maytree Asset Management
Hong Kong
$713K – – –
RIA
2035
Realta Investment Advisors
Delaware
$709K +$33.7K +207 +4%
PFC
2036
Poplar Forest Capital
California
$709K – – –
OC
2037
Optima Capital
Oregon
$709K +$125K +767 +18%
SJL
2038
Shayne & Jacobs LLC
Tennessee
$709K – – –
PC
2039
Prairiewood Capital
North Dakota
$709K -$110K -677 -12%
CWS
2040
Cypress Wealth Services
California
$707K -$86.3K -530 -9%
CPA
2041
Cardiff Park Advisors
California
$706K +$49K +301 +6%
BCM
2042
BluePath Capital Management
Georgia
$705K -$279K -1,713 -25%
SL
2043
Sentry LLC
Tennessee
$704K +$480K +2,950 +141%
VIS
2044
Vega Investment Solutions
France
$703K +$814K +5,000 New
BAM
2045
Byrne Asset Management
New Jersey
$703K – – –
MIA
2046
MMBG Investment Advisors
Florida
$703K +$819K +5,030 New
SP
2047
Stonebrook Private
Michigan
$703K +$152K +931 +23%
GWAG
2048
Garrett Wealth Advisory Group
Texas
$703K +$2.93K +18 +0.4%
OWP
2049
ORG Wealth Partners
Texas
$702K +$196K +1,201 +32%
RA
2050
Ransom Advisory
Rhode Island
$702K +$76.5K +470 +10%
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