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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2001
Simon Quick Advisors
New Jersey
$352K +$40.4K +349 +12%
CBA
2002
Coastal Bridge Advisors
Connecticut
$352K +$35.3K +305 +10%
MAM
2003
Meeder Asset Management
Ohio
$352K -$10.5M -90,332 -96%
ICP
2004
Interchange Capital Partners
Pennsylvania
$351K -$46.8K -404 -11%
KC
2005
Kingfisher Capital
North Carolina
$350K +$1.27K +11 +0.3%
EGA
2006
Eagle Global Advisors
Texas
$350K – – –
HIMC
2007
Heritage Investors Management Corp
Maryland
$349K -$27.2K -235 -7%
SIA
2008
SkyView Investment Advisors
New Jersey
$349K +$18.6K +161 +5%
FWM
2009
Forza Wealth Management
Florida
$348K – – –
NFC
2010
Northeast Financial Consultants
Connecticut
$348K – – –
SAM
2011
Seelaus Asset Management
New Jersey
$348K -$348K -3,005 -48%
MAWA
2012
Moss Adams Wealth Advisors
Washington
$348K +$10.3K +89 +3%
RHP
2013
Royal Harbor Partners
Texas
$347K +$42.9K +371 +13%
MWM
2014
Merriman Wealth Management
Washington
$347K -$14.2K -123 -4%
BG
2015
Benedetti & Gucer
Georgia
$346K -$69.5K -600 -15%
CWG
2016
Cornerstone Wealth Group
North Carolina
$346K +$9.03K +78 +2%
IGWM
2017
ICA Group Wealth Management
Colorado
$346K +$27.9K +241 +8%
ME
2018
McIlrath & Eck
Washington
$346K – – –
MWP
2019
Madison Wealth Partners
Wisconsin
$346K +$11.2K +97 +3%
WC
2020
Waterloo Capital
Texas
$345K +$121K +1,047 +47%
HIC
2021
Hartline Investment Corp
Illinois
$345K – – –
PAI
2022
Pittenger & Anderson Inc
Nebraska
$344K +$67.1K +580 +22%
SAA
2023
Southeast Asset Advisors
Georgia
$343K +$9.03K +78 +2%
MC
2024
Montag & Caldwell
Georgia
$343K – – –
PTC
2025
Philadelphia Trust Company
Pennsylvania
$343K +$73.5K +635 +24%
79 80
81
82 83