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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
Stevens Capital Management
Pennsylvania
$592K -$418K -3,370 -45%
OL
1977
OneFund LLC
Florida
$589K +$4.72K +38 +0.9%
MW
1978
Maia Wealth
Colorado
$589K +$511K +4,117 New
WF
1979
WoodTrust Financial
Wisconsin
$589K +$518K +4,174 New
AL
1980
ADE LLC
Maryland
$587K – – –
QFA
1981
Quantum Financial Advisors
California
$587K – – –
CD
1982
Chapin Davis
Maryland
$585K +$16.8K +135 +3%
HNW
1983
High Note Wealth
Minnesota
$584K -$4.84K -39 -0.9%
WA
1984
Wealth Architects
California
$583K +$31.3K +252 +7%
KWM
1985
Kaydan Wealth Management
Michigan
$582K – – –
PG
1986
Patten Group
Tennessee
$580K +$29.1K +234 +6%
S
1987
SimplyRich
California
$580K – – –
WCA
1988
Waypoint Capital Advisors
Minnesota
$580K +$10.9K +88 +2%
BA
1989
Bridgewater Associates
Connecticut
$580K -$269K -2,163 -35%
OFA
1990
Onyx Financial Advisors
Idaho
$579K +$1.74K +14 +0.3%
BIP
1991
Blueprint Investment Partners
North Carolina
$578K +$116K +933 +30%
CB
1992
Centennial Bank
Arkansas
$577K +$3.23K +26 +0.6%
CWP
1993
Core Wealth Partners
California
$577K +$102K +823 +25%
NWM
1994
Northcape Wealth Management
New York
$576K – – –
HWMG
1995
Hurlow Wealth Management Group
Indiana
$576K – – –
GAM
1996
GEM Asset Management
Michigan
$574K – – –
SCP
1997
Shorepoint Capital Partners
Massachusetts
$573K +$115K +925 +30%
R
1998
Rebalance
California
$573K – – –
MHR
1999
Matthew Hamilton Rosenberg
$572K -$30.8K -248 -6%
CAGAS
2000
Capital Advisory Group Advisory Services
Minnesota
$572K – – –
78 79
80
81 82