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Oracle
ORCL

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