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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1976
Annapolis Financial Services
Maryland
$9K +$8.33K +140 New
PA
1977
Perennial Advisors
New York
$9K +$8.33K +140 New
CAM
1978
ClariVest Asset Management
California
$8K -$1.67K -28 -18%
GC
1979
Globeflex Capital
California
$8K – – –
DWMG
1980
DB Wealth Management Group
California
$8K +$7.44K +125 New
BA
1981
Bellwether Advisors
Nebraska
$8K +$8.04K +135 New
NC
1982
NewSquare Capital
Pennsylvania
$7K +$5.54K +93 +581%
FA
1983
Fortis Advisors
Pennsylvania
$7K +$6.25K +105 New
RWB
1984
RMR Wealth Builders
New Jersey
$6K -$273K -4,581 -98%
JWM
1985
Janiczek Wealth Management
Colorado
$6K +$2.08K +35 +56%
RDFA
1986
Ritter Daniher Financial Advisory
Ohio
$6K +$5.3K +89 New
CIA
1987
CSat Investment Advisory
Michigan
$5K -$2.41M -40,432 -100%
LIM
1988
Longfellow Investment Management
Massachusetts
$4K +$3.27K +55 New
NG
1989
NWK Group
California
$4K +$3.39K +57 New
BHWM
1990
Bay Harbor Wealth Management
Maryland
$4K +$3.57K +60 New
CWA
1991
Carolina Wealth Advisors
South Carolina
$3K -$3.51K -59 -60%
RG
1992
Retirement Group
California
$3K -$60 -1 -2%
LS
1993
Leelyn Smith
Illinois
$3K – – –
MFT
1994
Moisand Fitzgerald Tamayo
Florida
$3K – – –
TWP
1995
TFO Wealth Partners
Ohio
$3K – – –
JAM
1996
JCIC Asset Management
Ontario, Canada
$2K -$68.5K -1,150 -98%
LFG
1997
Larson Financial Group
Missouri
$2K -$3.04K -51 -65%
LWA
1998
Lenox Wealth Advisors
New York
$2K +$119 +2 +7%
FGAM
1999
Financial Gravity Asset Management
Texas
$2K +$1.67K +28 New
WAS
2000
Winch Advisory Services
Wisconsin
$2K +$1.96K +33 New
78 79
80
81 82