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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1976
Selective Wealth Management
Virginia
$113K +$97.2K +1,100 +550%
TF
1977
TimeScale Financial
Massachusetts
$112K -$8.48K -96 -7%
ACM
1978
AUA Capital Management
Pennsylvania
$109K – – –
HC
1979
Hoese & Co
Minnesota
$109K – – –
BIMC
1980
Benson Investment Management Company
Virginia
$108K – – –
FEG
1981
Financial Enhancement Group
Indiana
$108K +$88.3K +1,000 +426%
1IA
1982
1834 Investment Advisors
Wisconsin
$105K -$6.63K -75 -6%
TC
1983
Tacita Capital
Ontario, Canada
$102K -$17.7K -200 -15%
CWM
1984
Cranbrook Wealth Management
Michigan
$101K +$8.83K +100 +9%
AFIA
1985
America First Investment Advisors
Nebraska
$100K – – –
SFP
1986
Sterling Financial Planning
New Jersey
$99K +$35.3K +400 +54%
POIA
1987
Pin Oak Investment Advisors
Texas
$98K – – –
SC
1988
Solstein Capital
California
$98K +$5.12K +58 +5%
RIM
1989
Rockbridge Investment Management
New York
$94K +$7.6K +86 +9%
DFCM
1990
Dark Forest Capital Management
Puerto Rico
$93K -$130K -1,474 -58%
DAC
1991
Dividend Assets Capital
South Carolina
$93K -$14.7K -166 -14%
KPCM
1992
Kings Point Capital Management
New York
$92K -$5.3K -60 -5%
CTB
1993
Country Trust Bank
Illinois
$90K -$30.1M -341,149 -100%
TFIPS
1994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.9K – – –
FFC
1995
Fure Financial Corporation
Minnesota
$88K +$90K +1,019 New
FGAM
1996
Financial Gravity Asset Management
Texas
$87K -$177 -2 -11%
EIM
1997
Essex Investment Management
Massachusetts
$87K – – –
BIA
1998
Bell Investment Advisors
California
$87K +$88.2K +999 New
FCM
1999
Firestone Capital Management
Florida
$86K – – –
SIS
2000
Sound Income Strategies
Florida
$84K +$73.6K +833 +646%