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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2001
Carmichael Hill & Associates
Maryland
$241K – – –
TFS
2002
Thoroughbred Financial Services
Tennessee
$241K +$2.35K +25 +0.9%
SWIM
2003
Smallwood Wealth Investment Management
New Jersey
$241K +$259K +2,760 New
SFS
2004
Security Financial Services
Indiana
$241K +$260K +2,766 New
OWA
2005
Opal Wealth Advisors
New York
$241K +$260K +2,767 New
LSC
2006
Lesa Sroufe & Co
Washington
$239K – – –
MFG
2007
Merit Financial Group
Georgia
$238K – – –
UBG
2008
United Bank (Georgia)
Georgia
$237K -$15.1K -161 -6%
TCOK
2009
Trust Company of Kansas
Kansas
$237K -$4.79K -51 -2%
ASFA
2010
All Season Financial Advisors
Colorado
$237K -$2.72K -29 -1%
KP
2011
Keel Point
Alabama
$237K +$11.8K +126 +5%
RFA
2012
Resurgent Financial Advisors
Georgia
$237K +$255K +2,720 New
TFA
2013
Tranquilli Financial Advisor
New Jersey
$236K -$120K -1,274 -32%
BCMO
2014
Buckingham Capital Management (Ohio)
Ohio
$236K -$11.3K -120 -4%
MIH
2015
Meitav Investment House
Israel
$236K -$3.66K -39 -1%
SC
2016
Sierra Capital
Florida
$235K +$16.9K +180 +7%
LAM
2017
Lynch Asset Management
Pennsylvania
$235K +$254K +2,700 New
OHWP
2018
Oak Harbor Wealth Partners
North Carolina
$234K +$252K +2,679 New
DA
2019
Dash Acquisitions
California
$234K +$252K +2,681 New
CMS
2020
Capital Market Strategies
Florida
$234K +$252K +2,688 New
RCG
2021
Rock Creek Group
District of Columbia
$233K +$32.8K +349 +15%
EWP
2022
Engrave Wealth Partners
Texas
$232K +$249K +2,657 New
CBB
2023
Citizens Business Bank
California
$231K – – –
RRA
2024
Round Rock Advisors
Connecticut
$231K +$249K +2,648 New
JF
2025
JSF Financial
California
$230K -$16.2K -173 -6%
79 80
81
82 83