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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2001
Tortoise Investment Management
New York
$39K +$7.61K +104 +20%
ONST
2002
Old North State Trust
North Carolina
$39K +$47.1K +644 New
GCM
2003
Gables Capital Management
Florida
$37K – – –
OIS
2004
Okabena Investment Services
Minnesota
$37K – – –
ARS
2005
Adirondack Retirement Specialists
New York
$37K +$43.9K +600 New
DWA
2006
Delos Wealth Advisors
Texas
$36K – – –
OLVIG
2007
Oliver Lagore Vanvalin Investment Group
Michigan
$33K -$11.4K -156 -22%
TAIM
2008
TD Ameritrade Investment Management
Nebraska
$32K +$3K +41 +9%
SIC
2009
SJS Investment Consulting
Ohio
$32K +$38.3K +523 New
DIP
2010
DT Investment Partners
Pennsylvania
$32K +$38.5K +526 New
AWM
2011
Activest Wealth Management
Florida
$31K +$73 +1 +0.2%
MSFP
2012
Mark Sheptoff Financial Planning
Connecticut
$31K +$36.6K +500 New
HF
2013
Halpern Financial
Virginia
$30.5K – – –
LPP
2014
Life Planning Partners
Florida
$30.5K – – –
CP
2015
Castleview Partners
Texas
$30K -$37.6K -514 -51%
CL
2016
COWA LLC
Oklahoma
$30K +$35.9K +490 New
DWP
2017
Destiny Wealth Partners
Florida
$29K – – –
PP
2018
Pacifica Partners
Canada
$29K +$15.3K +209 +109%
FWA
2019
FSC Wealth Advisors
New York
$29K +$34.9K +477 New
AIM
2020
Axiom Investment Management
New York
$29K +$35.2K +481 New
MFA
2021
McClarren Financial Advisors
Pennsylvania
$28K +$34.4K +470 New
EL
2022
EMFO LLC
Florida
$27K – – –
PA
2023
PSI Advisors
Florida
$27K +$4.83K +66 +17%
LB
2024
Legacy Bridge
Iowa
$26K – – –
JMF
2025
Johnson Midwest Financial
Iowa
$26K +$146 +2 +0.5%
79 80
81
82 83