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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
1976
Counterpoint Mutual Funds
California
$777K +$660K +4,558 New
JEST
1977
JTC Employer Solutions Trustee
Jersey
$776K – – –
MSWM
1978
McGlone Suttner Wealth Management
Wisconsin
$775K +$131K +907 +25%
IWP
1979
Invenio Wealth Partners
Florida
$773K +$15.9K +110 +2%
CAC
1980
Certified Advisory Corp
Florida
$770K +$180K +1,241 +38%
SHA
1981
Seneca House Advisors
Virginia
$770K +$7.24K +50 +1%
CAM
1982
Chesapeake Asset Management
New York
$769K -$483K -3,338 -43%
TA
1983
TrueWealth Advisors
Alabama
$768K +$112K +771 +21%
CFO
1984
Callan Family Office
Pennsylvania
$768K +$181K +1,250 +38%
CI
1985
Clal Insurance
Israel
$767K -$507K -3,500 -44%
PCA
1986
Prosperity Capital Advisors
Ohio
$766K +$283K +1,952 +77%
MCM
1987
Maple Capital Management
Vermont
$766K +$18.7K +129 +3%
AP
1988
Appleton Partners
Massachusetts
$765K -$267K -1,840 -29%
LPAM
1989
Lodestar Private Asset Management
California
$764K -$37.8K -261 -5%
CWA
1990
Clarity Wealth Advisors
California
$764K +$29.5K +204 +5%
FCG
1991
Fielder Capital Group
Tennessee
$763K -$290 -2 -0%
ACM
1992
Armbruster Capital Management
New York
$763K -$343K -2,371 -35%
CH
1993
Cromwell Holdings
Wyoming
$763K +$13.5K +93 +2%
HC
1994
Hara Capital
Washington
$761K -$1.45K -10 -0.2%
CCIA
1995
Campbell & Co Investment Adviser
Maryland
$760K -$173K -1,194 -21%
PWA
1996
Phoenix Wealth Advisors
North Carolina
$759K -$7.24K -50 -1%
4WM
1997
49 Wealth Management
Texas
$758K +$310K +2,142 +93%
TCWM
1998
Total Clarity Wealth Management
Illinois
$757K +$110K +762 +21%
OWA
1999
Opal Wealth Advisors
New York
$754K -$5.79K -40 -0.9%
BI
2000
Ballast Inc
Kentucky
$754K +$290 +2 +0%
78 79
80
81 82