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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1976
Private Portfolio Partners
New Jersey
$417K -$25.9K -237 -6%
PWS
1977
Precision Wealth Strategies
Missouri
$417K +$16.9K +155 +4%
WCA
1978
Waypoint Capital Advisors
Minnesota
$416K -$4.69K -43 -1%
DWM
1979
Defined Wealth Management
Oregon
$415K +$1.09K +10 +0.3%
SB
1980
Sunflower Bank
Texas
$414K -$7.75K -71 -2%
FP
1981
Financial Perspectives
Minnesota
$414K +$4.04K +37 +1%
WA
1982
Wealth Architects
California
$413K +$44.7K +410 +12%
TWP
1983
Tyche Wealth Partners
Texas
$412K +$427K +3,910 New
IGWM
1984
ICA Group Wealth Management
Colorado
$411K +$69.4K +636 +19%
VFPI
1985
Vantage Financial Partners (Illinois)
Illinois
$411K +$10.9K +100 +3%
WHG
1986
Westwood Holdings Group
Texas
$411K -$8.29K -76 -2%
OFG
1987
OmniStar Financial Group
North Carolina
$411K -$56.3K -516 -12%
NFC
1988
Northeast Financial Consultants
Connecticut
$409K +$65.5K +600 +18%
PCM
1989
Prelude Capital Management
New York
$408K +$422K +3,867 New
RBC
1990
Roble Belko & Company
Pennsylvania
$407K +$17.9K +164 +4%
IPW
1991
Invictus Private Wealth
Colorado
$407K -$4.04K -37 -0.9%
MAWA
1992
Moss Adams Wealth Advisors
Washington
$406K +$61.8K +566 +17%
BA
1993
Bridgewater Associates
Connecticut
$404K +$418K +3,834 New
SC
1994
Stephens Consulting
Michigan
$404K – – –
RP
1995
Rowlandmiller & Partners
Georgia
$402K -$32.7K -300 -7%
CVA
1996
Central Valley Advisors
California
$401K +$415K +3,804 New
TWA
1997
TCI Wealth Advisors
Arizona
$401K -$3.49K -32 -0.8%
FW
1998
FirstPurpose Wealth
Utah
$401K -$655 -6 -0.2%
EGA
1999
E&G Advisors
Texas
$401K – – –
BWP
2000
Baldwin Wealth Partners
Massachusetts
$400K -$32.7K -300 -7%
78 79
80
81 82