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Devon Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$2K – – –
BWM
502
BerganKDV Wealth Management
Minnesota
$2K – – –
GRP
503
Global Retirement Partners
California
$2K – – –
HGWM
504
Harvest Group Wealth Management
Massachusetts
$2K – – –
SNT
505
Security National Trust
West Virginia
$2K – – –
TCM
506
Tradewinds Capital Management
Washington
$2K – – –
FCM
507
Firestone Capital Management
Florida
$2K +$25 +2 +2%
JFA
508
JNBA Financial Advisors
Minnesota
$2K +$50 +4 +3%
PWMG
509
Prestige Wealth Management Group
New Jersey
$2K +$1.18K +95 New
TCOV
510
Trust Company of Vermont
Vermont
$2K +$1.61K +130 New
CWM
511
Curi Wealth Management
North Carolina
$2K +$1.7K +137 New
FPS
512
Fieldpoint Private Securities
Connecticut
$2K +$1.71K +138 New
FF
513
FourThought Financial
Florida
$2K +$1.88K +152 New
AIM
514
Anchor Investment Management
South Carolina
$1.58K -$1.24K -100 -50%
BCWM
515
Bartlett & Co Wealth Management
Ohio
$1.58K – – –
JCM
516
Jacobi Capital Management
Pennsylvania
$1K – – –
RFA
517
Reilly Financial Advisors
California
$1K – – –
TFM
518
TFC Financial Management
Massachusetts
$1K – – –
TFGT
519
TS Financial Group (TSFG)
Illinois
$1K – – –
VFA
520
Valeo Financial Advisors
Indiana
$1K – – –
FP
521
Fiduciary Planning
Florida
$1K +$570 +46 New
MLFP
522
MPS Loria Financial Planners
Illinois
$1K +$805 +65 New
HFS
523
Hantz Financial Services
Michigan
$1K +$867 +70 New
NSB
524
Norway Savings Bank
Maine
$1K +$966 +78 New
AWG
525
Altus Wealth Group
Colorado
$1K +$991 +80 New