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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2001
One Wealth Advisors
California
$813K +$86.6K +478 +9%
QFA
2002
Quantum Financial Advisors
California
$812K -$2.9K -16 -0.3%
RFA
2003
Register Financial Advisors
Georgia
$812K +$29K +160 +3%
ACA
2004
Arsenal Capital Advisors
Pennsylvania
$811K -$105K -578 -9%
TI
2005
TTP Investments
California
$811K -$196K -1,080 -16%
SWM
2006
SeaCrest Wealth Management
New York
$810K -$475K -2,622 -32%
TCM
2007
TruNorth Capital Management
Michigan
$810K – – –
MB
2008
MidFirst Bank
Oklahoma
$808K -$26.1K -144 -3%
HFM
2009
Hartford Funds Management
Pennsylvania
$808K +$112K +620 +13%
PCM
2010
Prana Capital Management
Connecticut
$807K -$13.1M -72,475 -93%
SWM
2011
Stockman Wealth Management
Montana
$807K – – –
CPA
2012
Capital Performance Advisors
California
$806K -$257K -1,420 -21%
SGI
2013
Summit Global Investments
Utah
$806K -$456K -2,518 -31%
AIA
2014
Aventus Investment Advisors
Florida
$806K +$382K +2,110 +62%
MCA
2015
Magnolia Capital Advisors
Mississippi
$805K +$28.3K +156 +3%
DC
2016
DeDora Capital
California
$805K -$2.17K -12 -0.2%
WMA
2017
West Michigan Advisors
Michigan
$804K +$161K +886 +19%
OFO
2018
OneAscent Family Office
Alabama
$804K +$227K +1,251 +30%
MIM
2019
Macroview Investment Management
Maryland
$803K +$9.42K +52 +1%
LRPA
2020
L. Roy Papp & Associates
Arizona
$800K -$443K -2,446 -31%
SB
2021
Sunflower Bank
Texas
$796K +$151K +834 +18%
RYIA
2022
Roehl & Yi Investment Advisors
Oregon
$796K -$28.8K -159 -3%
MAM
2023
Mystic Asset Management
Rhode Island
$796K +$142K +786 +17%
FFG
2024
Fortem Financial Group
California
$793K -$135K -745 -12%
LA
2025
LVW Advisors
New York
$793K +$234K +1,293 +31%
79 80
81
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