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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
2001
First PREMIER Bank
South Dakota
$140K -$14.6K -200 -9%
VCM
2002
Versant Capital Management
Arizona
$139K -$1.54K -21 -1%
JSAM
2003
J. Safra Asset Management
New York
$139K – – –
AA
2004
AlphaMark Advisors
Kentucky
$138K +$73 +1 +0.1%
WWMSC
2005
Wagner Wealth Management (South Carolina)
South Carolina
$138K +$145K +1,982 New
BAM
2006
Bellevue Asset Management
Washington
$137K -$28.9K -395 -17%
FDCC
2007
Foster Dykema Cabot & Co
Massachusetts
$137K +$144K +1,962 New
CYG
2008
Clean Yield Group
Vermont
$136K – – –
TSWM
2009
Tyler-Stone Wealth Management
Ohio
$135K – – –
TC
2010
Tacita Capital
Ontario, Canada
$132K +$3.66K +50 +3%
ZIG
2011
Zullo Investment Group
Pennsylvania
$131K -$586 -8 -0.4%
PWM
2012
Prentice Wealth Management
New York
$129K -$76.9K -1,051 -36%
KFP
2013
KB Financial Partners
New Jersey
$126K – – –
PCFFS
2014
Pacific Center for Financial Services
California
$126K +$878 +12 +0.7%
JGIA
2015
Jackson Grant Investment Advisers
Connecticut
$126K +$2.2K +30 +2%
COCM
2016
Charter Oak Capital Management
New Hampshire
$126K +$8.56K +117 +7%
LJHT
2017
Laurie J. Hall Trustee
$125K – – –
WIM
2018
Westside Investment Management
California
$124K -$2.56K -35 -0.2%
TH
2019
TCTC Holdings
Texas
$120K +$17.4K +238 +16%
TFGT
2020
TS Financial Group (TSFG)
Illinois
$118K – – –
SN
2021
Sittner & Nelson
Oregon
$118K +$22K +300 +22%
AWM
2022
Atticus Wealth Management
Florida
$118K +$90.6K +1,237 +269%
SWM
2023
Sugarloaf Wealth Management
Georgia
$117K +$146 +2 +0.1%
PFA
2024
Professional Financial Advisors
Nebraska
$115K +$512 +7 +0.4%
EWA
2025
EverSource Wealth Advisors
Alabama
$115K +$37.1K +507 +44%
79 80
81
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