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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Centurion Wealth Management
Virginia
$235K +$219K +2,878 New
BI
1977
Berkeley Inc
Idaho
$235K -$34.2K -450 -14%
CHA
1978
Carmichael Hill & Associates
Maryland
$235K -$10.6K -140 -5%
RFA
1979
Register Financial Advisors
Georgia
$235K +$218K +2,873 New
WPWM
1980
Western Pacific Wealth Management
Illinois
$234K +$79.1K +1,041 +57%
PCA
1981
Peddock Capital Advisors
Massachusetts
$234K +$217K +2,857 New
OPA
1982
Old Port Advisors
Maine
$233K +$217K +2,855 New
MCM
1983
MV Capital Management
Maryland
$233K -$9.35K -123 -4%
MWA
1984
Monograph Wealth Advisors
California
$233K +$217K +2,853 New
PA
1985
Procyon Advisors
Connecticut
$233K +$217K +2,850 New
CA
1986
Carson Advisory
Georgia
$231K +$215K +2,829 New
FCG
1987
Financial Connections Group
California
$231K -$10.7K -141 -5%
KWS
1988
Keystone Wealth Services
California
$231K +$214K +2,822 New
FCCM
1989
First City Capital Management
Georgia
$231K +$214K +2,820 New
CWM
1990
Cahaba Wealth Management
Georgia
$230K +$214K +2,811 New
RRCM
1991
Rappaport Reiches Capital Management
Illinois
$230K +$214K +2,811 New
CWM
1992
Connecticut Wealth Management
Connecticut
$229K +$213K +2,803 New
TWM
1993
Tanager Wealth Management
United Kingdom
$229K +$213K +2,798 New
MF
1994
Manchester Financial
California
$229K +$213K +2,797 New
FWI
1995
Facet Wealth Inc
Maryland
$228K +$199K +2,620 New
IA
1996
Integrity Advisory
Kansas
$228K +$212K +2,793 New
LAM
1997
Lakewood Asset Management
Illinois
$228K +$212K +2,788 New
BOPW
1998
Brandywine Oak Private Wealth
Pennsylvania
$228K -$127K -1,674 -38%
SCM
1999
Silvant Capital Management
Georgia
$227K – – –
RFG
2000
RFP Financial Group
Georgia
$227K +$211K +2,780 New
78 79
80
81 82