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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
Tradition Wealth Management
Minnesota
$742K -$19K -117 -2%
ST
2002
Sabal Trust
Florida
$742K +$3.42K +21 +0.4%
SWM
2003
Seed Wealth Management
Illinois
$741K – – –
CWA
2004
Canvas Wealth Advisors
Kansas
$739K +$280K +1,718 +42%
ACM
2005
Aljian Capital Management
Nevada
$738K +$621K +3,813 +260%
FA
2006
Fiducient Advisors
Illinois
$738K -$6.67K -41 -0.8%
LI
2007
LRI Investments
Florida
$737K -$35.3K -217 -4%
BAM
2008
Brave Asset Management
New Jersey
$736K +$977 +6 +0.1%
LCM
2009
LVM Capital Management
Michigan
$736K -$8.14K -50 -0.9%
LC
2010
LCNB Corp
Ohio
$736K -$27.7K -170 -3%
FNB
2011
Farmers National Bank
Kentucky
$735K -$5.21K -32 -0.6%
I
2012
InceptionR
California
$732K +$440K +2,705 +107%
IIC
2013
Integrated Investment Consultants
Michigan
$732K -$172K -1,059 -17%
EB
2014
Exchange Bank
California
$732K +$7.16K +44 +0.8%
V
2015
ViaWealth
Kansas
$730K +$232K +1,427 +38%
LWM
2016
LJI Wealth Management
Indiana
$729K +$27.2K +167 +3%
EMC
2017
Everest Management Corp
California
$729K -$42.5K -261 -5%
AF
2018
Affiance Financial
Minnesota
$728K +$17.3K +106 +2%
JCM
2019
Janney Capital Management
Pennsylvania
$728K -$13.3K -82 -2%
NPF
2020
Norris Perne & French
Michigan
$726K -$32.6K -200 -4%
PWP
2021
Prasad Wealth Partners
Ohio
$725K +$179K +1,097 +27%
SSA
2022
Sierra Summit Advisors
Nevada
$724K -$69K -424 -8%
BA
2023
Ballast Advisors
Minnesota
$724K -$71.3K -438 -8%
VCM
2024
Versant Capital Management
Arizona
$721K +$107K +658 +15%
AA
2025
Alesco Advisors
New York
$719K +$3.42K +21 +0.4%
79 80
81
82 83