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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1976
Carmichael Hill & Associates
Maryland
$229K – – –
MCM
1977
MV Capital Management
Maryland
$229K +$38.3K +473 +21%
CWG
1978
Cornerstone Wealth Group
North Carolina
$228K -$31.5K -389 -12%
SWIM
1979
Smallwood Wealth Investment Management
New Jersey
$228K – – –
EA
1980
Emerald Advisors
Washington
$228K +$13K +161 +6%
IWP
1981
IAG Wealth Partners
Wisconsin
$228K +$223K +2,754 New
RRA
1982
Round Rock Advisors
Connecticut
$227K +$8.1K +100 +4%
FCBT
1983
First Citizens Bank & Trust
North Carolina
$226K -$6.64K -82 -3%
LWMG
1984
Levy Wealth Management Group
Pennsylvania
$226K +$20.2K +250 +10%
BCMO
1985
Buckingham Capital Management (Ohio)
Ohio
$224K – – –
MWA
1986
Meridian Wealth Advisors
Texas
$224K +$219K +2,710 New
CCM
1987
Carlson Capital Management
Minnesota
$223K -$25.8K -318 -11%
PAMG
1988
Patton Albertson Miller Group
Tennessee
$223K -$7.13K -88 -3%
LAM
1989
Lynch Asset Management
Pennsylvania
$223K – – –
NCM
1990
Northwest Capital Management
Oregon
$223K – – –
SC
1991
Sierra Capital
Florida
$223K – – –
IWA
1992
Inspirion Wealth Advisors
Illinois
$223K +$218K +2,697 New
MIH
1993
Meitav Investment House
Israel
$222K -$486 -6 -0.2%
LSC
1994
Lesa Sroufe & Co
Washington
$222K – – –
DA
1995
Dash Acquisitions
California
$222K +$405 +5 +0.2%
WCP
1996
Wick Capital Partners
Pennsylvania
$221K -$9.88K -122 -4%
EWP
1997
Engrave Wealth Partners
Texas
$220K – – –
CMS
1998
Capital Market Strategies
Florida
$219K -$3.24K -40 -1%
VCM
1999
Vivaldi Capital Management
Illinois
$219K +$1.7K +21 +0.7%
DPI
2000
Diversified Portfolios Inc
Michigan
$218K – – –
78 79
80
81 82