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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2026
Oasis Advisors
Iowa
$767K +$849K +5,222 New
FCM
2027
Fell Capital Management
California
$767K -$40.6K -250 -5%
LWM
2028
Lodestone Wealth Management
Washington
$767K +$1.95K +12 +0.2%
MAWCM
2029
Mine & Arao Wealth Creation & Management
California
$766K -$14.8K -91 -2%
LOWM
2030
Laurel Oak Wealth Management
New Jersey
$766K -$66.3K -408 -7%
PMFA
2031
Plante Moran Financial Advisors
Michigan
$765K -$88.1K -542 -9%
AV
2032
Aspiring Ventures
Ohio
$765K +$246K +1,513 +41%
IIL
2033
Income Insurance Ltd
$765K – – –
AP
2034
Appleton Partners
Massachusetts
$764K -$154K -948 -15%
SFG
2035
SNS Financial Group
Minnesota
$764K +$18.5K +114 +2%
PWAM
2036
Private Wealth Asset Management
Iowa
$764K +$104K +640 +14%
AIM
2037
Alhambra Investment Management
Florida
$762K +$21.3K +131 +3%
GPW
2038
Gray Private Wealth
Massachusetts
$762K -$13K -80 -2%
BFA
2039
Beacon Financial Advisory
Ohio
$761K +$14.8K +91 +2%
DA
2040
Doliver Advisors
Texas
$760K +$36.6K +225 +5%
WFI
2041
West Family Investments
California
$759K +$33K +203 +4%
PUI
2042
Purpose Unlimited Inc
$759K +$487K +2,998 +139%
LC
2043
LCNB Corp
Ohio
$758K -$5.2K -32 -0.6%
CFG
2044
Carter Financial Group
Illinois
$758K -$40.3K -248 -5%
UAM
2045
Unifi Asset Management
New York
$758K +$837K +5,152 New
ECM
2046
Elgethun Capital Management
South Dakota
$758K +$1.63K +10 +0.2%
AFG
2047
Allegheny Financial Group
Pennsylvania
$758K +$6.5K +40 +0.8%
WAG
2048
Winthrop Advisory Group
Massachusetts
$757K -$2.11K -13 -0.3%
AIM
2049
Aigen Investment Management
New York
$757K +$197K +1,215 +31%
BBA
2050
BLB&B Advisors
Pennsylvania
$757K -$202K -1,244 -19%
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