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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Stephens Consulting
Michigan
$572K +$26.9K +217 +6%
NCM
2002
Narwhal Capital Management
Georgia
$570K +$206K +1,657 +70%
WI
2003
Wedgewood Investors
Pennsylvania
$570K +$502K +4,039 New
FWM
2004
FMA Wealth Management
Massachusetts
$569K – – –
NIP
2005
Nicholas Investment Partners
California
$569K +$72.8K +586 +17%
KLCM
2006
KG&L Capital Management
Louisiana
$567K -$95.7K -771 -16%
EAM
2007
Eukles Asset Management
Ohio
$567K – – –
OIM
2008
Orca Investment Management
Oregon
$566K -$2.48K -20 -0.5%
SDWMA
2009
Schneider Downs Wealth Management Advisors
Pennsylvania
$566K +$2.98K +24 +0.6%
SCG
2010
Sonata Capital Group
Washington
$565K – – –
HFRG
2011
Houlihan Financial Resource Group
Virginia
$565K +$3.73K +30 +0.8%
CH
2012
Canton Hathaway
Rhode Island
$564K -$43.5K -350 -8%
SMA
2013
Seven Mile Advisory
New Jersey
$562K -$156K -1,259 -24%
DWM
2014
Defined Wealth Management
Oregon
$560K +$3.6K +29 +0.7%
IF
2015
Intrua Financial
Texas
$560K +$4.22K +34 +0.9%
FWM
2016
Focused Wealth Management
New York
$559K -$32.9K -265 -6%
CWM
2017
Cornerstone Wealth Management
Missouri
$558K +$13.4K +108 +3%
MC
2018
McMorgan & Co
California
$556K -$441K -3,550 -47%
TPW
2019
Transatlantique Private Wealth
New York
$556K -$58.1K -468 -11%
FWP
2020
FAS Wealth Partners
Kansas
$556K +$75K +604 +18%
KWM
2021
Keebeck Wealth Management
Illinois
$555K +$4.97K +40 +1%
LWM
2022
Lyell Wealth Management
California
$554K – – –
PHS
2023
Pekin Hardy Strauss
Illinois
$554K -$7.45K -60 -2%
PT
2024
Plimoth Trust
Massachusetts
$554K -$13.4K -108 -3%
FP
2025
Financial Perspectives
Minnesota
$553K – – –
79 80
81
82 83