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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
NIP
1976
Nicholas Investment Partners
California
$769K +$65.1K +400 +8%
RRCM
1977
Rappaport Reiches Capital Management
Illinois
$769K -$76.7K -471 -8%
KNW
1978
Kesler Norman & Wride
Utah
$767K +$27.8K +171 +3%
AWM
1979
Angeles Wealth Management
California
$767K +$41.5K +255 +5%
EWM
1980
Evermay Wealth Management
Virginia
$766K +$32.6K +200 +4%
M
1981
MOTCO
Texas
$764K +$81.4K +500 +10%
OSNBOA
1982
Old Second National Bank of Aurora
Illinois
$764K -$1.47K -9 -0.2%
WAG
1983
Winthrop Advisory Group
Massachusetts
$764K +$74.4K +457 +9%
CAM
1984
Cidel Asset Management
Ontario, Canada
$763K -$66.6K -409 -7%
AP
1985
Appleton Partners
Massachusetts
$762K -$76.8K -472 -8%
I2I
1986
Insight 2811 Inc
Illinois
$762K -$2.28K -14 -0.3%
WAM
1987
Walker Asset Management
Missouri
$758K +$651 +4 +0.1%
WFI
1988
West Family Investments
California
$758K -$14.8K -91 -2%
FAG
1989
Fortitude Advisory Group
Washington
$756K +$99K +608 +12%
NERM
1990
New England Research & Management
Illinois
$756K +$880K +5,405 New
SCA
1991
Southern Capital Advisors
Tennessee
$754K +$1.79K +11 +0.2%
CIAS
1992
Capital Investment Advisory Services
North Carolina
$753K +$43.6K +268 +5%
SEIA
1993
Signature Estate & Investment Advisors
California
$752K +$8.47K +52 +1%
AIM
1994
Alhambra Investment Management
Florida
$751K -$2.12K -13 -0.2%
NFC
1995
Northeast Financial Consultants
Connecticut
$749K – – –
EFG
1996
Ethos Financial Group
Pennsylvania
$747K – – –
EWM
1997
EPG Wealth Management
Georgia
$745K +$868K +5,331 New
BBW
1998
Blue Barn Wealth
Utah
$745K +$116K +710 +15%
DAM
1999
Delta Asset Management
Tennessee
$744K -$16.3K -100 -2%
AIM
2000
Advyzon Investment Management
Illinois
$743K +$324K +1,987 +60%
78 79
80
81 82