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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2001
Ipswich Investment Management
Massachusetts
$831K -$83.4K -460 -8%
IA
2002
IFG Advisory
Georgia
$830K +$1.03M +5,664 New
TIP
2003
Tandem Investment Partners
New Jersey
$829K -$12.7K -70 -1%
CAM
2004
Congress Asset Management
Massachusetts
$828K -$152K -838 -13%
SCA
2005
Strathmore Capital Advisors
North Carolina
$828K -$21.4K -118 -2%
VFA
2006
Voya Financial Advisors
Connecticut
$820K -$142K -783 -12%
TCWM
2007
Total Clarity Wealth Management
Illinois
$820K +$265K +1,464 +35%
TH
2008
TCTC Holdings
Texas
$820K +$101K +560 +11%
FWWM
2009
Fiscal Wisdom Wealth Management
Connecticut
$818K +$362 +2 +0%
MWP
2010
Madison Wealth Partners
Wisconsin
$818K +$364K +2,010 +56%
WAM
2011
Walker Asset Management
Missouri
$818K -$1.99K -11 -0.2%
OWA
2012
Outlook Wealth Advisors
Texas
$815K -$17.2K -95 -2%
I2I
2013
Insight 2811 Inc
Illinois
$814K +$3.26K +18 +0.3%
WAG
2014
Winthrop Advisory Group
Massachusetts
$813K +$71.9K +397 +8%
QPW
2015
Quantum Private Wealth
Florida
$813K -$214K -1,181 -18%
OWA
2016
One Wealth Advisors
California
$813K +$86.6K +478 +9%
QFA
2017
Quantum Financial Advisors
California
$812K -$2.9K -16 -0.3%
RFA
2018
Register Financial Advisors
Georgia
$812K +$29K +160 +3%
ACA
2019
Arsenal Capital Advisors
Pennsylvania
$811K -$105K -578 -9%
TI
2020
TTP Investments
California
$811K -$196K -1,080 -16%
SWM
2021
SeaCrest Wealth Management
New York
$810K -$475K -2,622 -32%
TCM
2022
TruNorth Capital Management
Michigan
$810K – – –
MB
2023
MidFirst Bank
Oklahoma
$808K -$26.1K -144 -3%
HFM
2024
Hartford Funds Management
Pennsylvania
$808K +$112K +620 +13%
PCM
2025
Prana Capital Management
Connecticut
$807K -$13.1M -72,475 -93%
79 80
81
82 83