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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2001
Family CFO
California
$218K – – –
WMP
2002
Wealth Management Partners
Arizona
$218K – – –
KP
2003
Keel Point
Alabama
$217K -$7.29K -90 -3%
AIFAIM
2004
American Institute for Advanced Investment Management
Arizona
$217K +$8.1K +100 +4%
IFA
2005
Index Fund Advisors
California
$216K +$13.2K +163 +7%
AFAS
2006
Acorn Financial Advisory Services
Virginia
$216K +$18.6K +230 +10%
NF
2007
Norwood Financial
Pennsylvania
$215K -$417K -5,145 -66%
OHWP
2008
Oak Harbor Wealth Partners
North Carolina
$215K -$6.16K -76 -3%
JF
2009
JSF Financial
California
$215K -$3.48K -43 -2%
WCG
2010
Weaver Consulting Group
California
$215K – – –
MYLI
2011
Meiji Yasuda Life Insurance
Japan
$214K -$377K -4,658 -64%
WH
2012
Willner & Heller
California
$214K +$648 +8 +0.3%
HNWA
2013
Henrickson Nauta Wealth Advisors
Michigan
$213K – – –
FFG
2014
Ford Financial Group
California
$211K -$6.96K -86 -3%
CC
2015
Constitution Capital
Connecticut
$211K -$4.05K -50 -2%
CFS
2016
CRA Financial Services
New Jersey
$211K +$81 +1 +0%
BC
2017
Bowman & Company
Wisconsin
$210K +$206K +2,542 New
OA
2018
Oxbow Advisors
Texas
$209K -$67.3K -831 -25%
KWS
2019
Keystone Wealth Services
California
$208K +$243 +3 +0.1%
WFA
2020
Wipfli Financial Advisors
Wisconsin
$208K +$203K +2,511 New
BI
2021
Blooom Inc
Kansas
$207K -$23.5K -290 -49%
BSB
2022
Bangor Savings Bank
Maine
$207K -$9.72K -120 -5%
NJBEST
2023
New Jersey Better Educational Savings Trust
New Jersey
$207K – – –
CWM
2024
Cahaba Wealth Management
Georgia
$207K +$1.13K +14 +0.5%
PFGIA
2025
Patriot Financial Group Insurance Agency
Massachusetts
$205K -$88.9K -1,098 -31%
79 80
81
82 83