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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1976
Integral Investment Advisors
California
$1.16M +$92.9K +390 +7%
NPT
1977
Nixon Peabody Trust
Massachusetts
$1.15M -$71.4K -300 -5%
QFW
1978
QTR Family Wealth
Florida
$1.15M +$38.8K +163 +2%
IPW
1979
Impact Partnership Wealth
Georgia
$1.15M +$522K +2,193 +59%
FNFDCM
1980
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.15M -$33.3K -140 -2%
GFG
1981
Goldstone Financial Group
Illinois
$1.15M +$81.4K +342 +6%
CAG
1982
Curtis Advisory Group
California
$1.15M +$1.19M +5,000 +556%
AWA
1983
Alta Wealth Advisors
Massachusetts
$1.15M +$240K +1,006 +21%
SPW
1984
Signet Private Wealth
Illinois
$1.15M +$1.4M +5,888 New
CCWM
1985
Correct Capital Wealth Management
Missouri
$1.15M -$70.2K -295 -5%
UAG
1986
United Advisor Group
Ohio
$1.14M +$703K +2,952 +101%
AIM
1987
Aspen Investment Management
Michigan
$1.14M +$686K +2,881 +96%
CGF
1988
Constant Guidance Financial
Massachusetts
$1.14M +$706K +2,966 +102%
LWL
1989
Leo Wealth LLC
Texas
$1.14M +$195K +818 +16%
TF
1990
TLWM Financial
Texas
$1.14M +$1.4M +5,861 New
GIP
1991
Greatmark Investment Partners
Georgia
$1.14M -$182K -763 -12%
TF
1992
Tudor Financial
Ohio
$1.14M -$136K -573 -9%
RCG
1993
Regatta Capital Group
California
$1.14M -$46.4K -195 -3%
AA
1994
Argent Advisors
Louisiana
$1.13M +$1.16M +4,861 +508%
SDWIA
1995
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.13M +$51.4K +216 +4%
VSQM
1996
V-Square Quantitative Management
Illinois
$1.13M +$1.38M +5,805 New
PAS
1997
Professional Advisory Services
Florida
$1.13M -$12M -50,530 -90%
NRC
1998
New Republic Capital
North Carolina
$1.13M +$474K +1,990 +52%
SSA
1999
Shepherd Street Advisors
California
$1.13M +$1.38M +5,794 New
BIM
2000
Barton Investment Management
Pennsylvania
$1.13M -$95.2K -400 -6%
78 79
80
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