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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2001
Intrua Financial
Texas
$493K -$33.9K -296 -7%
LWM
2002
Lyell Wealth Management
California
$493K -$53.8K -470 -11%
FP
2003
Financial Perspectives
Minnesota
$492K -$458 -4 -0.1%
EA
2004
Eclectic Associates
California
$492K -$9.04K -79 -2%
TWP
2005
Tyche Wealth Partners
Texas
$491K +$229 +2 +0.1%
SRL
2006
Scientech Research LLC
New Jersey
$490K +$447K +3,903 New
VFPI
2007
Vantage Financial Partners (Illinois)
Illinois
$490K – – –
BBNA
2008
Bremer Bank National Association
Minnesota
$490K -$512K -4,473 -53%
SWA
2009
SFMG Wealth Advisors
Texas
$489K +$53.2K +465 +14%
KWM
2010
Keebeck Wealth Management
Illinois
$489K -$17.3K -151 -4%
WHG
2011
Westwood Holdings Group
Texas
$489K – – –
RPGK
2012
Retirement Planning Group (Kansas)
Kansas
$488K +$11.1K +97 +3%
WWP
2013
Waypoint Wealth Partners
California
$487K -$55.9K -488 -11%
PG
2014
Patten Group
Tennessee
$487K +$138K +1,206 +45%
WA
2015
Wealth Architects
California
$487K -$5.04K -44 -1%
CWM
2016
Cornerstone Wealth Management
Missouri
$483K +$45.3K +396 +11%
GAM
2017
GEM Asset Management
Michigan
$483K – – –
SC
2018
Stephens Consulting
Michigan
$481K – – –
SAF
2019
Smith Anglin Financial
Texas
$481K +$68.7K +600 +19%
MSWM
2020
McGlone Suttner Wealth Management
Wisconsin
$480K +$21.1K +184 +5%
WSC
2021
Wellington Shields & Co
New York
$479K +$6.64K +58 +2%
CIC
2022
Concord Investment Counsel
California
$478K +$436K +3,805 New
RBC
2023
Roble Belko & Company
Pennsylvania
$477K -$7.33K -64 -2%
LRIA
2024
Leonard Rickey Investment Advisors
Washington
$477K +$24.1K +211 +6%
AF
2025
Affiance Financial
Minnesota
$476K -$34.3K -300 -7%
79 80
81
82 83