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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2026
Realta Investment Advisors
Delaware
$1.55M +$185K +728 +15%
MAM
2027
McLean Asset Management
Virginia
$1.55M +$9.17K +36 +0.7%
SIA
2028
SkyView Investment Advisors
New Jersey
$1.55M -$37.2K -146 -3%
MFS
2029
Monetta Financial Services
Illinois
$1.55M -$382K -1,500 -21%
SLWA
2030
San Luis Wealth Advisors
California
$1.55M +$116K +456 +9%
I2I
2031
Insight 2811 Inc
Illinois
$1.54M -$1.78K -7 -0.1%
WAM
2032
Walker Asset Management
Missouri
$1.54M +$12K +47 +0.9%
EWM
2033
Evermay Wealth Management
Virginia
$1.54M – – –
CSPIA
2034
Cary Street Partners Investment Advisory
Virginia
$1.54M +$443K +1,738 +47%
AWM
2035
Aviso Wealth Management
Washington
$1.54M -$12.5K -49 -0.9%
CCS
2036
Concentric Capital Strategies
Connecticut
$1.54M -$21.7M -85,084 -94%
UWS
2037
Unique Wealth Strategies
Illinois
$1.53M -$1.46M -5,736 -51%
SP
2038
Stonebrook Private
Michigan
$1.53M -$23.9K -94 -2%
SFG
2039
Shum Financial Group
California
$1.53M +$1.38M +5,431 New
KWM
2040
Kingsman Wealth Management
Florida
$1.52M +$703K +2,759 +104%
TFIPS
2041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.52M +$559K +2,194 +68%
FWWM
2042
Fiscal Wisdom Wealth Management
Connecticut
$1.52M +$1.42M +5,579 New
HB
2043
Horizon Bancorp
Indiana
$1.52M +$183K +719 +15%
CCG
2044
Catalina Capital Group
California
$1.51M -$9.17K -36 -0.7%
TWM
2045
Tradition Wealth Management
Minnesota
$1.51M +$34.9K +137 +3%
BCM
2046
BluePath Capital Management
Georgia
$1.5M +$116K +456 +9%
SA
2047
Sonoma Allocations
California
$1.5M +$1.22M +4,803 New
DAM
2048
Delta Asset Management
Tennessee
$1.5M – – –
BWM
2049
Boyd Wealth Management
California
$1.49M -$1.46M -5,737 -52%
PCMH
2050
Polymer Capital Management (HK)
Hong Kong
$1.49M -$389K -1,529 -22%
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