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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Steph & Co
Wisconsin
$19K – – –
CP
2002
Corbenic Partners
Pennsylvania
$18K – – –
SA
2003
SRH Advisors
Kansas
$18K – – –
RWM
2004
Raffa Wealth Management
District of Columbia
$17.5K +$2.78K +43 +21%
FNBOSM
2005
First National Bank of South Miami
Florida
$17K -$16.2K -250 -51%
CWA
2006
Clearview Wealth Advisors
Oregon
$17K – – –
IAS
2007
IMA Advisory Services
Colorado
$16K – – –
EI
2008
Ellevest Inc
New York
$16K +$5.57K +86 +64%
LAS
2009
Lloyd Advisory Services
Georgia
$16K +$14.4K +222 New
APWA
2010
Atlas Private Wealth Advisors
New Jersey
$14K – – –
GSAM
2011
Grant Street Asset Management
Pennsylvania
$14K – – –
HWM
2012
Holloway Wealth Management
Florida
$14K – – –
SWM
2013
Selective Wealth Management
Virginia
$14K – – –
LWA
2014
Lowe Wealth Advisors
Maryland
$14K +$12.9K +200 New
HWMA
2015
Heritage Wealth Management (Arizona)
Arizona
$13K +$12.4K +191 New
HWM
2016
HighMark Wealth Management
Minnesota
$12K +$65 +1 +0.6%
MFA
2017
McClarren Financial Advisors
Pennsylvania
$12K +$65 +1 +0.6%
CAM
2018
ClariVest Asset Management
California
$12K +$3.04K +47 +38%
CWA
2019
Carolina Wealth Advisors
South Carolina
$12K +$8.61K +133 +333%
MAM
2020
McCarthy Asset Management
California
$11K – – –
ONST
2021
Old North State Trust
North Carolina
$11K – – –
WCM
2022
Wealthcare Capital Management
Virginia
$11K +$10K +155 New
AFS
2023
Annapolis Financial Services
Maryland
$10K – – –
PA
2024
Perennial Advisors
New York
$10K – – –
CPWM
2025
Cypress Point Wealth Management
Texas
$9K -$207K -3,200 -96%
79 80
81
82 83