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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1976
Revolve Wealth Partners
New Jersey
$1.25M +$3.55K +22 +0.4%
FNBTCON
1977
First National Bank & Trust Co of Newtown
Pennsylvania
$1.25M – – –
DWM
1978
Destination Wealth Management
California
$1.24M -$36.7K -227 -4%
DTC
1979
Davidson Trust Company
Washington
$1.24M -$81.4K -504 -8%
LGW
1980
Leslie Global Wealth
Illinois
$1.24M -$74.4K -461 -8%
WSWA
1981
Warren Street Wealth Advisors
California
$1.24M -$9.53K -59 -1%
FAFN
1982
First Affirmative Financial Network
Colorado
$1.24M +$86.9K +538 +11%
TCM
1983
Thoma Capital Management
Maryland
$1.23M +$5.81K +36 +0.6%
PWM
1984
Prentice Wealth Management
New York
$1.23M -$63K -390 -6%
SWM
1985
Seed Wealth Management
Illinois
$1.23M +$51.4K +318 +6%
BWG
1986
Beta Wealth Group
California
$1.23M -$16.6K -103 -2%
SWM
1987
Stockman Wealth Management
Montana
$1.22M – – –
A
1988
AustralianSuper
Australia
$1.22M +$159K +983 +21%
V
1989
ViaWealth
Kansas
$1.22M +$58K +359 +7%
S
1990
Sunpointe
Missouri
$1.22M +$7.75K +48 +0.9%
MAM
1991
McLean Asset Management
Virginia
$1.21M +$17.1K +106 +2%
CIAS
1992
Capital Investment Advisory Services
North Carolina
$1.21M +$26.3K +163 +3%
VCM
1993
Virtue Capital Management
Tennessee
$1.21M -$122K -756 -12%
IIA
1994
Integral Investment Advisors
California
$1.21M +$2.75K +17 +0.3%
SP
1995
Stonebrook Private
Michigan
$1.21M +$80.3K +497 +10%
AWM
1996
Aviso Wealth Management
Washington
$1.21M +$177K +1,098 +25%
I2I
1997
Insight 2811 Inc
Illinois
$1.2M +$7.91K +49 +0.9%
BOJHT
1998
Bank of Jackson Hole Trust
Wyoming
$1.2M +$13.4K +83 +2%
DC
1999
DeDora Capital
California
$1.2M -$37.9K -235 -4%
EWM
2000
Evermay Wealth Management
Virginia
$1.2M – – –
78 79
80
81 82