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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
2001
Wendell David Associates
New Hampshire
$752K – – –
BWM
2002
Birchcreek Wealth Management
Ohio
$752K – – –
AA
2003
Alta Advisers
United Kingdom
$750K – – –
BEW
2004
Burton Enright Welch
California
$750K -$12.5K -86 -2%
TC
2005
Trilogy Capital
California
$749K +$3.19K +22 +0.5%
HWA
2006
Heartwood Wealth Advisors
Virginia
$749K – – –
RIS
2007
Retirement Income Solutions
Michigan
$747K -$21.3K -147 -3%
FPGK
2008
Financial Partners Group (Kansas)
Kansas
$746K +$21.4K +148 +3%
BBNA
2009
Bremer Bank National Association
Minnesota
$744K -$45.9K -317 -7%
REMPR
2010
Roof Eidam Maycock Peralta (REMP)
California
$744K – – –
SMA
2011
Seven Mile Advisory
New Jersey
$744K +$56.1K +387 +10%
WBG
2012
Wharton Business Group
Pennsylvania
$743K -$16.1K -111 -2%
CAM
2013
Campion Asset Management
Virginia
$743K -$31.1K -215 -5%
BWA
2014
BlueSky Wealth Advisors
North Carolina
$743K – – –
WCAMG
2015
Woodard & Company Asset Management Group
North Carolina
$742K – – –
FZCM
2016
Flynn Zito Capital Management
New York
$742K +$1.16K +8 +0.2%
TSWM
2017
Tyler-Stone Wealth Management
Ohio
$742K +$347K +2,393 +122%
EAM
2018
Evanson Asset Management
California
$737K +$579 +4 +0.1%
WA
2019
Wambolt & Associates
Colorado
$737K +$1.01K +7 +0.2%
RTL
2020
Red Tortoise LLC
Georgia
$734K – – –
BFA
2021
Beacon Financial Advisory
Ohio
$731K -$19.6K -135 -3%
WA
2022
Wealth Architects
California
$731K +$23.3K +161 +4%
AWM
2023
Arista Wealth Management
Nevada
$730K +$1.45K +10 +0.2%
IF
2024
Ironwood Financial
Arizona
$728K -$31.6K -218 -5%
BI
2025
Berkeley Inc
Idaho
$727K +$267K +1,843 +76%
79 80
81
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