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Oracle
ORCL

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