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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Filbrandt Wealth Management
Wisconsin
$37K +$24.1K +372 +248%
BFG
1977
Baron Financial Group
New Jersey
$35.1K +$65 +1 +0.2%
ST
1978
Sageworth Trust
Pennsylvania
$34K -$45K -695 -59%
MCM
1979
MV Capital Management
Maryland
$34K +$2.52K +39 +9%
DWP
1980
Destiny Wealth Partners
Florida
$33K – – –
AWM
1981
Atticus Wealth Management
Florida
$31K -$16.8K -259 -37%
LB
1982
Legacy Bridge
Iowa
$30K – – –
EIP
1983
Ellis Investment Partners
Pennsylvania
$30K +$65 +1 +0.2%
NFSG
1984
Newbridge Financial Services Group
Florida
$29K -$3.04K -47 -10%
JMF
1985
Johnson Midwest Financial
Iowa
$29K +$65 +1 +0.2%
CPA
1986
Cowen Prime Advisors
New York
$28K – – –
ICM
1987
Islay Capital Management
Texas
$28K – – –
GWMIA
1988
Global Wealth Management Investment Advisory
Florida
$28K +$3.43K +53 +15%
EWA
1989
Evolution Wealth Advisors
Florida
$27K +$2.72K +42 +12%
RA
1990
Resolute Advisors
California
$26K +$35.9K +554 New
PAI
1991
Pittenger & Anderson Inc
Nebraska
$25K -$4.53M -70,009 -100%
TIM
1992
Tortoise Investment Management
New York
$25K – – –
M1FG
1993
Mach-1 Financial Group
Arkansas
$24K – – –
FI
1994
FormulaFolio Investments
Michigan
$22K -$490K -7,564 -96%
NCM
1995
New Capital Management
Texas
$22K – – –
FEG
1996
Financial Enhancement Group
Indiana
$21K -$3.37K -52 -15%
AWM
1997
Accel Wealth Management
Iowa
$21K – – –
HS
1998
Horan Securities
United States
$21K – – –
OAJ
1999
Ogorek Anthony Joseph
New York
$20K – – –
JWBC
2000
John W. Brooker & Co
California
$19K – – –
78 79
80
81 82