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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1976
Unique Wealth Strategies
Illinois
$858K -$123K -680 -10%
GS
1977
GWN Securities
Florida
$856K +$762K +4,203 +257%
RIA
1978
Richwood Investment Advisors
Ohio
$851K – – –
PAS
1979
Professional Advisory Services
Florida
$851K – – –
PCH
1980
PGIM Custom Harvest
New Jersey
$850K +$20.1K +111 +2%
BWG
1981
Beta Wealth Group
California
$850K +$72.7K +401 +7%
DSC
1982
Duncker Streett & Co
Missouri
$850K -$35.3K -195 -3%
FNFDCM
1983
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$849K -$21.6K -119 -2%
SFG
1984
Sovereign Financial Group
Connecticut
$849K +$144K +797 +16%
RCG
1985
Regatta Capital Group
California
$848K -$4.89K -27 -0.5%
CSPIA
1986
Cary Street Partners Investment Advisory
Virginia
$848K +$233K +1,283 +28%
BIM
1987
Barton Investment Management
Pennsylvania
$848K – – –
RRA
1988
Round Rock Advisors
Connecticut
$847K – – –
GIP
1989
Greatmark Investment Partners
Georgia
$846K – – –
SDWIA
1990
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$844K +$2.72K +15 +0.3%
SMH
1991
Sanders Morris Harris
Texas
$843K -$4.33M -23,910 -81%
ACA
1992
Anchor Capital Advisors
Massachusetts
$843K -$38.8K -214 -4%
CAC
1993
Certified Advisory Corp
Florida
$842K +$124K +682 +13%
WFI
1994
West Family Investments
California
$841K +$104K +576 +11%
EB
1995
Exchange Bank
California
$840K – – –
TCOTS
1996
Trust Company of the South
North Carolina
$840K -$86.8K -479 -8%
M
1997
MOTCO
Texas
$840K +$36.6K +202 +4%
OIS
1998
Okabena Investment Services
Minnesota
$836K – – –
RS
1999
R Squared
Hong Kong
$833K +$539K +2,972 +110%
PG
2000
Proffitt & Goodson
Tennessee
$831K -$26.6K -147 -3%
78 79
80
81 82