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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
2001
Garrett Wealth Advisory Group
Texas
$400K -$26.4K -242 -6%
RPGK
2002
Retirement Planning Group (Kansas)
Kansas
$400K +$90.1K +826 +28%
MC
2003
Middleton & Co
Massachusetts
$399K – – –
MWM
2004
Modern Wealth Management
Kansas
$398K +$412K +3,778 New
MSF
2005
Mustard Seed Financial
Arkansas
$398K +$412K +3,776 New
PRWA
2006
Platte River Wealth Advisors
Colorado
$398K +$412K +3,775 New
RRCM
2007
Rappaport Reiches Capital Management
Illinois
$396K +$102K +935 +33%
WSC
2008
Wellington Shields & Co
New York
$396K -$156K -1,431 -28%
PH
2009
Pinnacle Holdings
Oklahoma
$395K +$1.09K +10 +0.3%
JCM
2010
Jag Capital Management
Missouri
$394K -$14M -128,660 -97%
PA
2011
Parkside Advisors
California
$394K +$4.58K +42 +1%
IFA
2012
Index Fund Advisors
California
$393K -$26.2K -240 -6%
GMFG
2013
Greater Midwest Financial Group
Minnesota
$393K +$407K +3,725 New
SWP
2014
Summit Wealth Partners
Florida
$392K +$406K +3,722 New
KWM
2015
Kolinsky Wealth Management
New Jersey
$392K -$13.5K -124 -3%
FCB
2016
First County Bank
Connecticut
$391K -$90.3K -827 -18%
NFA
2017
Northwest Financial Advisors
Virginia
$391K +$405K +3,710 New
MCM
2018
Marathon Capital Management
Maryland
$390K – – –
SFG
2019
Summit Financial Group
West Virginia
$390K – – –
HCP
2020
Hexagon Capital Partners
Arkansas
$390K +$58.2K +533 +17%
GAM
2021
Gould Asset Management
California
$388K +$3.82K +35 +1%
MWM
2022
Merriman Wealth Management
Washington
$388K +$44K +403 +12%
FI
2023
Financial Insights
Washington
$387K – – –
VCM
2024
Versant Capital Management
Arizona
$387K +$327 +3 +0.1%
PP
2025
Patron Partners
Texas
$387K -$11.2K -103 -3%
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