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Devon Energy
DVN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Principle Wealth Partners
Connecticut
$215K +$222K +3,580 New
ST
1027
Smithfield Trust
Pennsylvania
$214K -$13.7K -220 -6%
RIA
1028
Regal Investment Advisors
Michigan
$213K +$221K +3,550 New
FCA
1029
FinTrust Capital Advisors
South Carolina
$212K – – –
GW
1030
GW & Wade
Massachusetts
$212K +$219K +3,530 New
CWM
1031
Curi Wealth Management
North Carolina
$211K +$83.9K +1,350 +62%
AA
1032
Apriem Advisors
California
$207K +$214K +3,443 New
SWM
1033
Sugarloaf Wealth Management
Georgia
$206K +$27.3K +439 +15%
WA
1034
Wealth Advisors
California
$206K +$213K +3,421 New
GWANC
1035
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K +$212K +3,416 New
SCM
1036
SKBA Capital Management
California
$204K -$77.7K -1,250 -27%
TAM
1037
Tucker Asset Management
Colorado
$204K +$53.7K +864 +49%
AFG
1038
Alterity Financial Group
Maine
$203K +$210K +3,380 New
PIM
1039
Penobscot Investment Management
Massachusetts
$202K +$209K +3,360 New
SGCA
1040
Steel Grove Capital Advisors
Tennessee
$200K +$207K +3,332 New
CCMW
1041
Cypress Capital Management (Wyoming)
Wyoming
$196K +$15.5K +250 +8%
CAL
1042
Capital Analysts LLC
Pennsylvania
$195K +$202K +3,249 New
HR
1043
Howe & Rusling
New York
$183K +$174K +2,799 +1,111%
ACM
1044
Adalta Capital Management
New York
$182K – – –
AIM
1045
Anchor Investment Management
South Carolina
$178K -$12.3K -198 -6%
WTC
1046
WhitTier Trust Company
Nevada
$171K – – –
CFO
1047
CVA Family Office
Colorado
$171K +$87K +1,400 +97%
C
1048
Covestor
United Kingdom
$161K +$10.3K +165 +7%
NSIM
1049
North Star Investment Management
Illinois
$158K – – –
MA
1050
MUFG Americas
New York
$156K – – –
40 41
42
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