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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Stuart Chaussee & Associates
California
$62K +$62.6K +800 New
RTC
2002
Riverview Trust Company
Washington
$60K – – –
CWAF
2003
Core Wealth Advisors (Florida)
Florida
$58K -$2.82K -36 -5%
SFP
2004
Sterling Financial Planning
New Jersey
$58K – – –
CWM
2005
Cedar Wealth Management
California
$55K -$19K -243 -26%
GCM
2006
Gables Capital Management
Florida
$55K – – –
UFF
2007
USA Financial Formulas
Michigan
$53K -$43.4K -554 -45%
CFG
2008
CKW Financial Group
Hawaii
$51K +$50K +639 New
TAM
2009
Tucker Asset Management
Colorado
$47.5K -$117K -1,500 -71%
KLWA
2010
Kelly Lawrence W & Associates
California
$47K – – –
OIS
2011
Okabena Investment Services
Minnesota
$47K – – –
TCWA
2012
Ten Capital Wealth Advisors
Washington
$47K – – –
TFS
2013
TrustCore Financial Services
Tennessee
$46K -$5.09K -65 -10%
ARMC
2014
American Research & Management Company
Massachusetts
$46K – – –
RA
2015
Resolute Advisors
California
$43K – – –
SFO
2016
Standard Family Office
South Dakota
$42K +$35.2K +450 +479%
FWM
2017
Filbrandt Wealth Management
Wisconsin
$41K +$157 +2 +0.4%
TIM
2018
Tortoise Investment Management
New York
$41K +$14.2K +182 +52%
AWM
2019
Atticus Wealth Management
Florida
$40K +$5.87K +75 +17%
BFG
2020
Baron Financial Group
New Jersey
$39K +$157 +2 +0.4%
IRC
2021
Investors Research Corp
Georgia
$39K -$5.25K -67 -12%
MAM
2022
McCarthy Asset Management
California
$38K +$25.8K +330 +214%
TI
2023
tru Independence
Oregon
$37K +$37.6K +480 New
EL
2024
EMFO LLC
Florida
$35K +$34.8K +444 New
LB
2025
Legacy Bridge
Iowa
$33K – – –
79 80
81
82 83