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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1976
Sanders Morris Harris
Texas
$843K -$4.33M -23,910 -81%
ACA
1977
Anchor Capital Advisors
Massachusetts
$843K -$38.8K -214 -4%
CAC
1978
Certified Advisory Corp
Florida
$842K +$124K +682 +13%
WFI
1979
West Family Investments
California
$841K +$104K +576 +11%
EB
1980
Exchange Bank
California
$840K – – –
TCOTS
1981
Trust Company of the South
North Carolina
$840K -$86.8K -479 -8%
M
1982
MOTCO
Texas
$840K +$36.6K +202 +4%
OIS
1983
Okabena Investment Services
Minnesota
$836K – – –
RS
1984
R Squared
Hong Kong
$833K +$539K +2,972 +110%
PG
1985
Proffitt & Goodson
Tennessee
$831K -$26.6K -147 -3%
IIM
1986
Ipswich Investment Management
Massachusetts
$831K -$83.4K -460 -8%
IA
1987
IFG Advisory
Georgia
$830K +$1.03M +5,664 New
TIP
1988
Tandem Investment Partners
New Jersey
$829K -$12.7K -70 -1%
CAM
1989
Congress Asset Management
Massachusetts
$828K -$152K -838 -13%
SCA
1990
Strathmore Capital Advisors
North Carolina
$828K -$21.4K -118 -2%
VFA
1991
Voya Financial Advisors
Connecticut
$820K -$142K -783 -12%
TCWM
1992
Total Clarity Wealth Management
Illinois
$820K +$265K +1,464 +35%
TH
1993
TCTC Holdings
Texas
$820K +$101K +560 +11%
FWWM
1994
Fiscal Wisdom Wealth Management
Connecticut
$818K +$362 +2 +0%
MWP
1995
Madison Wealth Partners
Wisconsin
$818K +$364K +2,010 +56%
WAM
1996
Walker Asset Management
Missouri
$818K -$1.99K -11 -0.2%
OWA
1997
Outlook Wealth Advisors
Texas
$815K -$17.2K -95 -2%
I2I
1998
Insight 2811 Inc
Illinois
$814K +$3.26K +18 +0.3%
WAG
1999
Winthrop Advisory Group
Massachusetts
$813K +$71.9K +397 +8%
QPW
2000
Quantum Private Wealth
Florida
$813K -$214K -1,181 -18%
78 79
80
81 82