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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1976
Vigilare Wealth Management
Arizona
$366K +$347 +3 +0.1%
GC
1977
Gratus Capital
Georgia
$365K +$399K +3,447 New
TC
1978
Truvestments Capital
Florida
$365K +$14K +121 +4%
WCM
1979
Windsor Capital Management
Arizona
$365K +$347 +3 +0.1%
VV
1980
Verity & Verity
South Carolina
$364K – – –
ISWM
1981
Independent Solutions Wealth Management
New York
$364K +$71.5K +618 +22%
WGAM
1982
Wilkinson Global Asset Management
New York
$362K – – –
PHAM
1983
Palisades Hudson Asset Management
Florida
$362K – – –
ERIM
1984
Eagle Ridge Investment Management
Connecticut
$360K -$69.5K -600 -15%
SP
1985
Saranac Partners
$360K – – –
JBA
1986
Johnson Bixby & Associates
Washington
$360K +$23.4K +202 +6%
WFA
1987
Wade Financial Advisory
California
$359K -$76.5K -661 -16%
TCWM
1988
Total Clarity Wealth Management
Illinois
$358K +$21.9K +189 +6%
SAM
1989
Summit Asset Management
Tennessee
$358K +$20.3K +175 +5%
AFAS
1990
Acorn Financial Advisory Services
Virginia
$357K +$11.6K +100 +3%
FAFN
1991
First Affirmative Financial Network
Colorado
$357K +$45K +389 +13%
AP
1992
Atwood & Palmer
Missouri
$356K – – –
MWA
1993
Meridian Wealth Advisors
Texas
$356K +$3.7K +32 +1%
GSIS
1994
Global Strategic Investment Solutions
Arizona
$356K +$579 +5 +0.1%
CFA
1995
Capstone Financial Advisors
Illinois
$355K +$388K +3,356 New
HI
1996
Hudock Inc
Pennsylvania
$354K +$232 +2 +0.1%
RWP
1997
Revolve Wealth Partners
New Jersey
$354K +$150K +1,296 +63%
MF
1998
Montis Financial
Massachusetts
$354K +$23.1K +200 +6%
SRAM
1999
Spouting Rock Asset Management
Pennsylvania
$353K -$156K -1,350 -29%
MIA
2000
MainStreet Investment Advisors
Illinois
$353K -$15.6K -135 -4%
78 79
80
81 82