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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2001
Financial Perspectives
Minnesota
$492K -$458 -4 -0.1%
EA
2002
Eclectic Associates
California
$492K -$9.04K -79 -2%
TWP
2003
Tyche Wealth Partners
Texas
$491K +$229 +2 +0.1%
SRL
2004
Scientech Research LLC
New Jersey
$490K +$447K +3,903 New
VFPI
2005
Vantage Financial Partners (Illinois)
Illinois
$490K – – –
BBNA
2006
Bremer Bank National Association
Minnesota
$490K -$512K -4,473 -53%
SWA
2007
SFMG Wealth Advisors
Texas
$489K +$53.2K +465 +14%
KWM
2008
Keebeck Wealth Management
Illinois
$489K -$17.3K -151 -4%
WHG
2009
Westwood Holdings Group
Texas
$489K – – –
RPGK
2010
Retirement Planning Group (Kansas)
Kansas
$488K +$11.1K +97 +3%
WWP
2011
Waypoint Wealth Partners
California
$487K -$55.9K -488 -11%
PG
2012
Patten Group
Tennessee
$487K +$138K +1,206 +45%
WA
2013
Wealth Architects
California
$487K -$5.04K -44 -1%
CWM
2014
Cornerstone Wealth Management
Missouri
$483K +$45.3K +396 +11%
GAM
2015
GEM Asset Management
Michigan
$483K – – –
SC
2016
Stephens Consulting
Michigan
$481K – – –
SAF
2017
Smith Anglin Financial
Texas
$481K +$68.7K +600 +19%
MSWM
2018
McGlone Suttner Wealth Management
Wisconsin
$480K +$21.1K +184 +5%
WSC
2019
Wellington Shields & Co
New York
$479K +$6.64K +58 +2%
CIC
2020
Concord Investment Counsel
California
$478K +$436K +3,805 New
RBC
2021
Roble Belko & Company
Pennsylvania
$477K -$7.33K -64 -2%
LRIA
2022
Leonard Rickey Investment Advisors
Washington
$477K +$24.1K +211 +6%
AF
2023
Affiance Financial
Minnesota
$476K -$34.3K -300 -7%
CVA
2024
Central Valley Advisors
California
$476K -$1.26K -11 -0.3%
GWAG
2025
Garrett Wealth Advisory Group
Texas
$476K – – –
79 80
81
82 83