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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2001
One Wealth Advisors
California
$1.13M -$152K -640 -10%
ZF
2002
Zhang Financial
Michigan
$1.13M +$12.6K +53 +0.9%
WWM
2003
Whalen Wealth Management
Nevada
$1.13M +$1.37M +5,772 New
PA
2004
PSI Advisors
Florida
$1.12M +$1.07M +4,502 +360%
TIP
2005
Tandem Investment Partners
New Jersey
$1.12M -$220K -925 -14%
LCGC
2006
Legacy Capital Group California
California
$1.12M -$61.4K -258 -4%
PMFA
2007
Plante Moran Financial Advisors
Michigan
$1.12M -$26.2K -110 -2%
AWM
2008
Atticus Wealth Management
Florida
$1.12M -$476 -2 -0%
AA
2009
Acorns Advisers
California
$1.11M +$410K +1,720 +43%
SWA
2010
Sax Wealth Advisors
New Jersey
$1.11M +$282K +1,183 +26%
OIS
2011
Okabena Investment Services
Minnesota
$1.11M – – –
LGW
2012
Leslie Global Wealth
Illinois
$1.11M -$8.1K -34 -0.6%
LAM
2013
LOM Asset Management
$1.1M -$185K -778 -12%
FNBTCON
2014
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M -$11.9K -50 -0.9%
WRPWM
2015
Werba Rubin Papier Wealth Management
California
$1.1M +$266K +1,119 +25%
RWP
2016
Revolve Wealth Partners
New Jersey
$1.1M -$101K -424 -7%
SMA
2017
Seven Mile Advisory
New Jersey
$1.09M -$555K -2,330 -29%
LOWM
2018
Laurel Oak Wealth Management
New Jersey
$1.09M +$1.34M +5,612 New
FPCP
2019
Fort Point Capital Partners
California
$1.09M +$28.6K +120 +2%
RIM
2020
Redwood Investment Management
Arizona
$1.09M +$92.1K +387 +7%
BOJHT
2021
Bank of Jackson Hole Trust
Wyoming
$1.09M -$206K -864 -13%
MAG
2022
Meadowbrook Advisors Group
New Jersey
$1.09M +$1.33M +5,599 New
SL
2023
StoryOne LLC
Kansas
$1.09M – – –
FWWM
2024
Fiscal Wisdom Wealth Management
Connecticut
$1.09M – – –
LCM
2025
Lazari Capital Management
California
$1.09M +$427K +1,793 +47%
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