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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1976
HUB Investment Partners
Texas
$276K +$261K +2,972 New
RPGK
1977
Retirement Planning Group (Kansas)
Kansas
$275K +$260K +2,964 New
PG
1978
Patten Group
Tennessee
$275K -$20.1K -229 -7%
MA
1979
MBA Advisors
Pennsylvania
$275K -$9.91K -113 -4%
BFA
1980
Beacon Financial Advisory
Ohio
$273K +$88 +1 +0%
TFF
1981
The Family Firm
Maryland
$272K +$877 +10 +0.3%
FCG
1982
Financial Connections Group
California
$272K +$8.77K +100 +4%
CFO
1983
Callan Family Office
Pennsylvania
$271K +$256K +2,921 New
OWM
1984
OneAscent Wealth Management
Alabama
$271K +$256K +2,914 New
AWM
1985
Aries Wealth Management
Maine
$270K -$47.7K -544 -16%
CBA
1986
Coastal Bridge Advisors
Connecticut
$270K +$438 +5 +0.2%
CC
1987
Constitution Capital
Connecticut
$269K -$4.38K -50 -2%
SAF
1988
Smith Anglin Financial
Texas
$269K +$877 +10 +0.3%
SOW
1989
State of Wyoming
Wyoming
$268K -$2.89K -33 -1%
JF
1990
JSF Financial
California
$267K +$21.9K +250 +10%
CHA
1991
Carmichael Hill & Associates
Maryland
$267K – – –
BI
1992
Berkeley Inc
Idaho
$267K – – –
WPWM
1993
Western Pacific Wealth Management
Illinois
$266K – – –
CGFA
1994
Colton Groome Financial Advisors
North Carolina
$266K -$58.8K -670 -19%
PCA
1995
Peddock Capital Advisors
Massachusetts
$265K – – –
EWA
1996
EP Wealth Advisors
California
$265K -$2.22M -25,305 -89%
KWS
1997
Keystone Wealth Services
California
$265K +$2.63K +30 +1%
AIM
1998
Athena Investment Management
California
$265K +$13.5K +154 +6%
VNA
1999
Valley National Advisers
Pennsylvania
$264K -$438 -5 -0.2%
BC
2000
Brio Consultants
California
$262K +$248K +2,823 New
78 79
80
81 82