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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1976
Total Clarity Wealth Management
Illinois
$256K – – –
6F
1977
626 Financial
Michigan
$256K +$276K +2,940 New
EBA
1978
Eagle Bay Advisors
New York
$253K -$148K -1,576 -35%
PWM
1979
Prentice Wealth Management
New York
$253K -$5.54K -59 -2%
MGAM
1980
McGowan Group Asset Management
Texas
$253K +$469 +5 +0.2%
ICG
1981
InterOcean Capital Group
Tennessee
$252K -$52.6K -560 -16%
GHAM
1982
Gilman Hill Asset Management
Connecticut
$250K -$42.3K -450 -14%
MHR
1983
Matthew Hamilton Rosenberg
$250K +$8.92K +95 +3%
LWM
1984
Laidlaw Wealth Management
New York
$249K -$58.4K -622 -18%
PCA
1985
Peddock Capital Advisors
Massachusetts
$249K – – –
PSP
1986
Principal Street Partners
Tennessee
$248K -$1.31K -14 -0.5%
KWM
1987
Keebeck Wealth Management
Illinois
$248K – – –
FI
1988
Fosun International
China
$247K – – –
OWM
1989
Opes Wealth Management
California
$246K – – –
FCBT
1990
First Citizens Bank & Trust
North Carolina
$245K -$939 -10 -0.4%
CWM
1991
Cahaba Wealth Management
Georgia
$245K -$376 -4 -0.1%
WFA
1992
Wade Financial Advisory
California
$245K +$9.39K +100 +4%
DWM
1993
Drive Wealth Management
Utah
$245K +$264K +2,811 New
SCM
1994
Silvant Capital Management
Georgia
$243K – – –
AMR
1995
Asset Management Resources
Massachusetts
$243K +$262K +2,786 New
WCP
1996
Wick Capital Partners
Pennsylvania
$243K +$262K +2,788 New
WAM
1997
Werlinich Asset Management
Connecticut
$243K +$261K +2,785 New
PAMG
1998
Patton Albertson Miller Group
Tennessee
$242K -$25.8K -275 -9%
HWMG
1999
Hurlow Wealth Management Group
Indiana
$242K – – –
CFSG
2000
Community Financial Services Group
Vermont
$241K -$7.04K -75 -3%