ORCL icon

Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2001
Evermay Wealth Management
Virginia
$1.2M – – –
SIA
2002
SkyView Investment Advisors
New Jersey
$1.19M -$5.33K -33 -0.6%
WAM
2003
Walker Asset Management
Missouri
$1.19M +$2.75K +17 +0.3%
PWP
2004
Prasad Wealth Partners
Ohio
$1.19M +$40.9K +253 +5%
CCG
2005
Catalina Capital Group
California
$1.19M -$132K -818 -13%
SCA
2006
Southern Capital Advisors
Tennessee
$1.18M +$3.39K +21 +0.4%
SIM
2007
Sentry Investment Management
Wisconsin
$1.18M – – –
BBW
2008
Blue Barn Wealth
Utah
$1.18M +$12.6K +78 +1%
AIM
2009
Alhambra Investment Management
Florida
$1.18M +$5.33K +33 +0.6%
OSNBOA
2010
Old Second National Bank of Aurora
Illinois
$1.18M -$9.69K -60 -1%
TCPW
2011
Twin City Private Wealth
North Carolina
$1.18M -$312K -1,933 -26%
DWM
2012
Dogwood Wealth Management
Kansas
$1.18M -$623K -3,860 -43%
RWPA
2013
Richard W. Paul & Associates
Michigan
$1.17M -$388K -2,405 -31%
1C
2014
111 Capital
France
$1.17M +$865K +5,358 New
NFC
2015
Northeast Financial Consultants
Connecticut
$1.17M – – –
PMSA
2016
Patrick M. Sweeney & Associates
Illinois
$1.17M +$161 +1 +0%
GWM
2017
GK Wealth Management
Nevada
$1.16M +$119K +735 +16%
DAM
2018
Delta Asset Management
Tennessee
$1.16M – – –
LWM
2019
Lodestone Wealth Management
Washington
$1.16M +$114K +708 +15%
PPWM
2020
Paragon Private Wealth Management
Kentucky
$1.16M +$294K +1,823 +52%
BAM
2021
Brave Asset Management
New Jersey
$1.16M – – –
CFG
2022
Carter Financial Group
Illinois
$1.16M +$853K +5,284 New
WCWM
2023
Willow Creek Wealth Management
California
$1.15M -$102K -629 -11%
AWM
2024
Atticus Wealth Management
Florida
$1.15M +$602K +3,731 +243%
LWM
2025
LJI Wealth Management
Indiana
$1.15M +$7.59K +47 +0.9%
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