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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
501
Y-Intercept (HK)
Hong Kong
$974K -$1.71M -27,989 -63%
ASN
502
Advisory Services Network
Georgia
$972K -$248K -4,072 -20%
WS
503
Wedbush Securities
California
$970K -$105K -1,722 -10%
MWM
504
Meridian Wealth Management
Kentucky
$969K -$971K -15,906 -50%
SCP
505
Stamos Capital Partners
California
$968K +$990K +16,220 New
MCM
506
MAI Capital Management
Ohio
$966K +$312K +5,119 +46%
DAS
507
Dynamic Advisor Solutions
Arizona
$966K +$315K +5,166 +46%
LWAM
508
Legacy Wealth Asset Management
Minnesota
$949K -$9.46K -155 -1%
QI
509
Qtron Investments
Massachusetts
$944K – – –
EIP
510
Easterly Investment Partners
Massachusetts
$943K -$6.77K -111 -0.7%
PFM
511
Privium Fund Management
Netherlands
$937K +$952K +15,600 New
WPC
512
Wedmont Private Capital
Pennsylvania
$936K +$174K +2,849 +22%
IMCOOI
513
Investment Management Corp of Ontario (IMCO)
Canada
$928K +$948K +15,534 New
WWM
514
Whalen Wealth Management
Nevada
$919K +$939K +15,393 New
CG
515
Caprock Group
Idaho
$913K +$9.09K +149 +1%
CCM
516
Coldstream Capital Management
Washington
$901K +$462K +7,568 +101%
SCI
517
Stableford Capital II
Arizona
$900K +$15.9K +260 +2%
NM
518
NWI Management
New York
$896K – – –
MFS
519
Monetta Financial Services
Illinois
$896K – – –
RA
520
Raffles Associates
New York
$896K +$915K +15,000 New
VAG
521
VisionPoint Advisory Group
Texas
$892K +$11.2K +184 +1%
RIA
522
Realta Investment Advisors
Delaware
$891K -$46.2K -757 -5%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$887K +$116K +1,908 +15%
VVP
524
Venture Visionary Partners
Ohio
$885K -$13.2K -217 -1%
KWA
525
Kingswood Wealth Advisors
California
$884K +$647K +10,603 +252%
19 20
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