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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1976
Essex Investment Management
Massachusetts
$61K – – –
SC
1977
Sierra Capital
Florida
$59K -$125K -1,706 -64%
NEAM
1978
New England Asset Management
Connecticut
$59K – – –
CSB
1979
City State Bank
Iowa
$58K – – –
AWM
1980
Abound Wealth Management
Tennessee
$57.5K +$69K +942 New
HCM
1981
Huber Capital Management
California
$55K -$4.17K -57 -6%
JIR
1982
James Investment Research
Ohio
$55K – – –
AAP
1983
Arax Advisory Partners
Colorado
$53K -$15K -205 -19%
FEG
1984
Financial Enhancement Group
Indiana
$53K – – –
EARNEST Partners
1985
EARNEST Partners
Georgia
$51K – – –
MWM
1986
Mascoma Wealth Management
New Hampshire
$51K – – –
CWC
1987
Carolinas Wealth Consulting
North Carolina
$50K +$2.2K +30 +0.2%
SCA
1988
Stuart Chaussee & Associates
California
$49K – – –
TLCM
1989
Twin Lakes Capital Management
California
$49K – – –
HWMA
1990
Heritage Wealth Management (Arizona)
Arizona
$49K +$6.59K +90 +13%
CTB
1991
Country Trust Bank
Illinois
$48K -$293 -4 -0.5%
KLWA
1992
Kelly Lawrence W & Associates
California
$47K – – –
CWAF
1993
Core Wealth Advisors (Florida)
Florida
$46K – – –
RA
1994
Rise Advisors
New York
$46K +$146 +2 +0.3%
Q
1995
QVR
California
$46K +$49.6K +678 +904%
DAC
1996
Dividend Assets Capital
South Carolina
$43K -$11.9K -162 -19%
HS
1997
Horan Securities
United States
$43K +$146 +2 +0.3%
TCWA
1998
Ten Capital Wealth Advisors
Washington
$40K +$3.37K +46 +8%
DFCM
1999
Dark Forest Capital Management
Puerto Rico
$40K +$47.7K +652 New
CWM
2000
Cedar Wealth Management
California
$39K -$4.69K -64 -9%