We are live on ! Find out more
ORCL icon

Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
2001
Old North State Trust
North Carolina
$39K +$47.1K +644 New
GCM
2002
Gables Capital Management
Florida
$37K – – –
OIS
2003
Okabena Investment Services
Minnesota
$37K – – –
ARS
2004
Adirondack Retirement Specialists
New York
$37K +$43.9K +600 New
DWA
2005
Delos Wealth Advisors
Texas
$36K – – –
OLVIG
2006
Oliver Lagore Vanvalin Investment Group
Michigan
$33K -$11.4K -156 -22%
TAIM
2007
TD Ameritrade Investment Management
Nebraska
$32K +$3K +41 +9%
SIC
2008
SJS Investment Consulting
Ohio
$32K +$38.3K +523 New
DIP
2009
DT Investment Partners
Pennsylvania
$32K +$38.5K +526 New
AWM
2010
Activest Wealth Management
Florida
$31K +$73 +1 +0.2%
MSFP
2011
Mark Sheptoff Financial Planning
Connecticut
$31K +$36.6K +500 New
HF
2012
Halpern Financial
Virginia
$30.5K – – –
LPP
2013
Life Planning Partners
Florida
$30.5K – – –
CP
2014
Castleview Partners
Texas
$30K -$37.6K -514 -51%
CL
2015
COWA LLC
Oklahoma
$30K +$35.9K +490 New
DWP
2016
Destiny Wealth Partners
Florida
$29K – – –
PP
2017
Pacifica Partners
Canada
$29K +$15.3K +209 +109%
FWA
2018
FSC Wealth Advisors
New York
$29K +$34.9K +477 New
AIM
2019
Axiom Investment Management
New York
$29K +$35.2K +481 New
MFA
2020
McClarren Financial Advisors
Pennsylvania
$28K +$34.4K +470 New
EL
2021
EMFO LLC
Florida
$27K – – –
PA
2022
PSI Advisors
Florida
$27K +$4.83K +66 +17%
LB
2023
Legacy Bridge
Iowa
$26K – – –
JMF
2024
Johnson Midwest Financial
Iowa
$26K +$146 +2 +0.5%
TFP
2025
Tilia Fiduciary Partners
North Carolina
$25K – – –
79 80
81
82 83