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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
Tradition Wealth Management
Minnesota
$827K +$28.1K +173 +3%
CIM
1977
Cambria Investment Management
California
$825K -$58K -357 -6%
RYIA
1978
Roehl & Yi Investment Advisors
Oregon
$822K +$138K +849 +18%
WAM
1979
Walker Asset Management
Missouri
$822K +$2.44K +15 +0.3%
FWWM
1980
Fiscal Wisdom Wealth Management
Connecticut
$821K +$325 +2 +0%
BWM
1981
Bernicke Wealth Management
Wisconsin
$820K +$4.06K +25 +0.5%
FBT
1982
First Bankers Trust
Kentucky
$819K -$869K -5,347 -49%
PG
1983
Patten Group
Tennessee
$819K -$74.1K -456 -8%
MAG
1984
Meadowbrook Advisors Group
New Jersey
$819K -$5.53K -34 -0.6%
QFA
1985
Quantum Financial Advisors
California
$818K +$2.28K +14 +0.3%
LWM
1986
LJI Wealth Management
Indiana
$817K +$33.3K +205 +4%
I2I
1987
Insight 2811 Inc
Illinois
$814K +$7.15K +44 +0.8%
SFC
1988
SYM Financial Corp
Indiana
$814K -$360K -2,217 -29%
M
1989
MOTCO
Texas
$813K -$179K -1,101 -17%
TCM
1990
TruNorth Capital Management
Michigan
$813K -$111K -684 -11%
SIA
1991
SGL Investment Advisors
Montana
$813K +$10.6K +65 +2%
SPW
1992
Signet Private Wealth
Illinois
$812K -$60.1K -370 -6%
EWM
1993
Elevatus Welath Management
New York
$811K -$127K -781 -12%
SWM
1994
Stockman Wealth Management
Montana
$810K +$4.06K +25 +0.5%
DC
1995
DeDora Capital
California
$810K -$4.23K -26 -0.5%
SAM
1996
Sunstone Asset Management
New York
$809K +$81.3K +500 +10%
JTF
1997
J. Team Financial
Texas
$809K +$164K +1,008 +22%
BCG
1998
BayBridge Capital Group
California
$809K – – –
SFG
1999
Shum Financial Group
California
$807K – – –
CCG
2000
Catalina Capital Group
California
$805K +$12.8K +79 +1%
78 79
80
81 82