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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2001
Brio Consultants
California
$262K +$248K +2,823 New
WWM
2002
Western Wealth Management
Colorado
$262K -$11.7K -133 -5%
CWM
2003
Cahaba Wealth Management
Georgia
$261K +$175 +2 +0.1%
RRCM
2004
Rappaport Reiches Capital Management
Illinois
$261K – – –
EWP
2005
Engrave Wealth Partners
Texas
$261K -$5.61K -64 -2%
BA
2006
Bridgewater Associates
Connecticut
$261K -$27.2K -310 -10%
ISWM
2007
Independent Solutions Wealth Management
New York
$261K +$246K +2,805 New
CWM
2008
Connecticut Wealth Management
Connecticut
$261K +$88 +1 +0%
CAM
2009
CPA Asset Management
Florida
$260K +$246K +2,803 New
BOPW
2010
Brandywine Oak Private Wealth
Pennsylvania
$260K +$1.23K +14 +0.5%
AFT
2011
Alpha Family Trust
California
$260K +$17.5K +200 +8%
FBB
2012
Fulton Breakefield Broenniman
Maryland
$260K +$5.17K +59 +2%
LAM
2013
Lakewood Asset Management
Illinois
$259K +$175 +2 +0.1%
LBWM
2014
Left Brain Wealth Management
Illinois
$259K – – –
CWM
2015
Centurion Wealth Management
Virginia
$258K -$8.86K -101 -4%
OPA
2016
Old Port Advisors
Maine
$257K -$11K -125 -4%
SS
2017
Sunbelt Securities
Texas
$256K -$234K -2,673 -49%
IWP
2018
IAG Wealth Partners
Wisconsin
$256K – – –
RRA
2019
Round Rock Advisors
Connecticut
$255K -$87.7K -1,000 -27%
BC
2020
Bowman & Company
Wisconsin
$255K – – –
LSC
2021
Lesa Sroufe & Co
Washington
$254K – – –
IP
2022
Ignite Planners
California
$254K +$29.6K +338 +14%
LWMG
2023
Levy Wealth Management Group
Pennsylvania
$253K +$88 +1 +0%
RWMH
2024
Riverpoint Wealth Management Holdings
Illinois
$253K +$877 +10 +0.4%
RF
2025
RHS Financial
California
$252K – – –
79 80
81
82 83