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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
R
1976
Rebalance
California
$509K +$572 +5 +0.1%
CAGAS
1977
Capital Advisory Group Advisory Services
Minnesota
$509K +$44.2K +386 +11%
PT
1978
Plimoth Trust
Massachusetts
$506K +$801 +7 +0.2%
FWM
1979
FMA Wealth Management
Massachusetts
$506K – – –
RA
1980
Ransom Advisory
Rhode Island
$506K +$461K +4,028 New
CFG
1981
Clayton Financial Group
Missouri
$506K +$461K +4,027 New
OIM
1982
Orca Investment Management
Oregon
$506K -$65.6K -573 -12%
WCA
1983
Waypoint Capital Advisors
Minnesota
$505K +$8.58K +75 +2%
SIM
1984
Stratos Investment Management
Ohio
$504K -$74.5K -651 -14%
EAM
1985
Eukles Asset Management
Ohio
$504K – – –
CD
1986
Chapin Davis
Maryland
$503K – – –
IFU
1987
iSAM Funds (UK)
United Kingdom
$503K +$458K +4,005 New
SCG
1988
Sonata Capital Group
Washington
$502K – – –
VIM
1989
Vista Investment Management
Pennsylvania
$501K -$3.78K -33 -0.8%
PHS
1990
Pekin Hardy Strauss
Illinois
$501K +$456K +3,985 New
SDWMA
1991
Schneider Downs Wealth Management Advisors
Pennsylvania
$500K – – –
NL
1992
Navalign LLC
California
$499K +$229 +2 +0.1%
HFRG
1993
Houlihan Financial Resource Group
Virginia
$499K +$114 +1 +0%
SIA
1994
SkyView Investment Advisors
New Jersey
$499K +$455K +3,976 New
HFA
1995
High Falls Advisors
New York
$497K +$114 +1 +0%
SEP
1996
Southland Equity Partners
Missouri
$497K +$91.7K +801 +25%
SB
1997
Sunflower Bank
Texas
$495K +$2.29K +20 +0.5%
IWP
1998
Invenio Wealth Partners
Florida
$495K +$113K +984 +33%
DWM
1999
Defined Wealth Management
Oregon
$495K +$687 +6 +0.2%
AWM
2000
Aberdeen Wealth Management
Illinois
$494K -$17.2K -150 -4%