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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
2001
Fortitude Advisory Group
Washington
$870K +$35K +197 +4%
WSWA
2002
Warren Street Wealth Advisors
California
$869K -$20.8K -117 -2%
FI
2003
Finivi Inc
Massachusetts
$867K -$35.7K -201 -4%
EB
2004
Exchange Bank
California
$865K – – –
FFA
2005
Founders Financial Alliance
North Carolina
$859K +$8.17K +46 +0.9%
FOA
2006
Five Oceans Advisors
California
$858K +$4.09K +23 +0.4%
YC
2007
Yarbrough Capital
Tennessee
$858K – – –
JEST
2008
JTC Employer Solutions Trustee
Jersey
$856K +$102K +577 +13%
BEC
2009
Blue Edge Capital
Virginia
$855K – – –
AA
2010
Alesco Advisors
New York
$854K – – –
CIAS
2011
Capital Investment Advisory Services
North Carolina
$853K -$1.07K -6 -0.1%
ALAM
2012
Asahi Life Asset Management
Japan
$853K -$107K -600 -10%
HA
2013
Herold Advisors
New York
$852K -$35.2K -198 -4%
MCM
2014
Maple Capital Management
Vermont
$851K +$109K +615 +14%
SFP
2015
Shepherd Financial Partners
Massachusetts
$851K +$5.68K +32 +0.6%
AF
2016
Affiance Financial
Minnesota
$851K +$1.24K +7 +0.1%
PCMH
2017
Polymer Capital Management (HK)
Hong Kong
$850K -$1.14M -6,400 -56%
NIP
2018
Nicholas Investment Partners
California
$850K – – –
MAM
2019
Maytree Asset Management
Hong Kong
$850K +$906K +5,100 New
NP
2020
Ninepoint Partners
Ontario, Canada
$848K +$152K +857 +20%
SFPG
2021
Stonebridge Financial Planning Group
Florida
$847K -$43.2K -243 -5%
PFC
2022
Poplar Forest Capital
California
$845K -$11.5K -65 -1%
SJL
2023
Shayne & Jacobs LLC
Tennessee
$845K – – –
CCP
2024
Clough Capital Partners
Massachusetts
$842K +$169K +953 +23%
LWM
2025
LJI Wealth Management
Indiana
$841K +$11.7K +66 +1%
79 80
81
82 83