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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2001
Brave Asset Management
New Jersey
$1.6M +$112K +441 +8%
TCM
2002
Thoma Capital Management
Maryland
$1.6M +$15.3K +60 +1%
OIS
2003
Okabena Investment Services
Minnesota
$1.6M +$1.45M +5,705 New
LGW
2004
Leslie Global Wealth
Illinois
$1.6M +$8.15K +32 +0.6%
WSWA
2005
Warren Street Wealth Advisors
California
$1.6M +$9.68K +38 +0.7%
FNBTCON
2006
First National Bank & Trust Co of Newtown
Pennsylvania
$1.6M – – –
PA
2007
PFG Advisors
Arizona
$1.6M +$150K +588 +12%
CM
2008
Capula Management
Cayman Islands
$1.6M +$1.45M +5,688 New
AA
2009
Advisory Alpha
Michigan
$1.6M +$418K +1,642 +42%
SCP
2010
Sivia Capital Partners
California
$1.59M +$333K +1,308 +30%
CC
2011
Copperleaf Capital
North Carolina
$1.59M +$1.14M +4,476 +380%
V
2012
ViaWealth
Kansas
$1.59M +$17.6K +69 +1%
G
2013
Gainplan
Michigan
$1.59M +$541K +2,125 +60%
GLAM
2014
Gardner Lewis Asset Management
Pennsylvania
$1.58M +$1.43M +5,630 New
CWS
2015
Cypress Wealth Services
California
$1.58M -$176K -690 -11%
FPCP
2016
Fort Point Capital Partners
California
$1.58M -$105K -412 -7%
CIS
2017
Custom Index Systems
New York
$1.58M +$627K +2,461 +78%
LWM
2018
Lodestone Wealth Management
Washington
$1.58M +$70.8K +278 +5%
SDWIA
2019
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.58M -$120K -470 -8%
DC
2020
DeDora Capital
California
$1.57M +$27K +106 +2%
AF
2021
Aviso Financial
Ontario, Canada
$1.57M -$1.09M -4,298 -44%
GFG
2022
Goldstone Financial Group
Illinois
$1.57M -$19.1K -75 -1%
BFA
2023
Beacon Financial Advisory
Ohio
$1.56M -$107K -420 -7%
IIA
2024
Integral Investment Advisors
California
$1.56M +$3.82K +15 +0.3%
RIA
2025
Realta Investment Advisors
Delaware
$1.55M +$185K +728 +15%
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