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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2001
Willner & Heller
California
$227K +$211K +2,778 New
AGC
2002
Aspen Grove Capital
Colorado
$227K +$211K +2,772 New
KCM
2003
Kendall Capital Management
Maryland
$226K -$42.3K -557 -17%
AWM
2004
Accurate Wealth Management
Florida
$226K +$198K +2,608 New
IWP
2005
IAG Wealth Partners
Wisconsin
$225K – – –
HI
2006
Humankind Investments
New York
$225K +$209K +2,750 New
D
2007
Diversified
Delaware
$225K +$209K +2,749 New
SIA
2008
Strategic Investment Advisors
Michigan
$224K -$561K -7,384 -73%
SIS
2009
Sound Income Strategies
Florida
$224K +$101K +1,325 +93%
AWM
2010
Angeles Wealth Management
California
$224K +$209K +2,744 New
BC
2011
Bowman & Company
Wisconsin
$224K +$208K +2,742 New
HGERS
2012
Householder Group Estate & Retirement Specialist
Arizona
$224K +$44.4K +584 +27%
LSC
2013
Lesa Sroufe & Co
Washington
$224K +$208K +2,736 New
FBB
2014
Fulton Breakefield Broenniman
Maryland
$224K +$208K +2,739 New
LBWM
2015
Left Brain Wealth Management
Illinois
$223K +$208K +2,733 New
LWMG
2016
Levy Wealth Management Group
Pennsylvania
$222K +$207K +2,719 New
RF
2017
RHS Financial
California
$222K +$206K +2,717 New
RWMH
2018
Riverpoint Wealth Management Holdings
Illinois
$221K -$212K -2,796 -51%
TPA
2019
Trivium Point Advisory
Connecticut
$221K +$196K +2,584 New
WIA
2020
World Investment Advisors
California
$221K -$114K -1,504 -36%
IIM
2021
InTrack Investment Management
Vermont
$221K +$205K +2,704 New
MAM
2022
Madison Asset Management
Wisconsin
$221K +$205K +2,704 New
NCM
2023
Northwest Capital Management
Oregon
$221K +$205K +2,700 New
SC
2024
Shay Capital
New York
$221K +$205K +2,700 New
AIM
2025
Athena Investment Management
California
$220K +$205K +2,694 New
79 80
81
82 83