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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
1976
QTR Family Wealth
Florida
$1.15M +$38.8K +163 +2%
IPW
1977
Impact Partnership Wealth
Georgia
$1.15M +$522K +2,193 +59%
FNFDCM
1978
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.15M -$33.3K -140 -2%
GFG
1979
Goldstone Financial Group
Illinois
$1.15M +$81.4K +342 +6%
CAG
1980
Curtis Advisory Group
California
$1.15M +$1.19M +5,000 +556%
AWA
1981
Alta Wealth Advisors
Massachusetts
$1.15M +$240K +1,006 +21%
SPW
1982
Signet Private Wealth
Illinois
$1.15M +$1.4M +5,888 New
CCWM
1983
Correct Capital Wealth Management
Missouri
$1.15M -$70.2K -295 -5%
UAG
1984
United Advisor Group
Ohio
$1.14M +$703K +2,952 +101%
AIM
1985
Aspen Investment Management
Michigan
$1.14M +$686K +2,881 +96%
CGF
1986
Constant Guidance Financial
Massachusetts
$1.14M +$706K +2,966 +102%
LWL
1987
Leo Wealth LLC
Texas
$1.14M +$195K +818 +16%
TF
1988
TLWM Financial
Texas
$1.14M +$1.4M +5,861 New
GIP
1989
Greatmark Investment Partners
Georgia
$1.14M -$182K -763 -12%
TF
1990
Tudor Financial
Ohio
$1.14M -$136K -573 -9%
RCG
1991
Regatta Capital Group
California
$1.14M -$46.4K -195 -3%
AA
1992
Argent Advisors
Louisiana
$1.13M +$1.16M +4,861 +508%
SDWIA
1993
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.13M +$51.4K +216 +4%
VSQM
1994
V-Square Quantitative Management
Illinois
$1.13M +$1.38M +5,805 New
PAS
1995
Professional Advisory Services
Florida
$1.13M -$12M -50,530 -90%
NRC
1996
New Republic Capital
North Carolina
$1.13M +$474K +1,990 +52%
SSA
1997
Shepherd Street Advisors
California
$1.13M +$1.38M +5,794 New
BIM
1998
Barton Investment Management
Pennsylvania
$1.13M -$95.2K -400 -6%
AWCI
1999
Alpine Woods Capital Investors
New York
$1.13M +$895K +3,758 +186%
TAP
2000
TSG Advice Partners
Ohio
$1.13M +$1.38M +5,782 New
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80
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