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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
626
Sweet Financial Partners
Minnesota
$531K – – –
MGIA
627
Matthew Goff Investment Advisor
Texas
$530K – – –
KIA
628
KCM Investment Advisors
California
$529K -$237K -3,958 -31%
AIP
629
Ameritas Investment Partners
Nebraska
$529K – – –
RWM
630
RBA Wealth Management
California
$527K +$309K +5,156 +136%
WANY
631
Wealthspire Advisors (New York)
New York
$522K +$144K +2,396 +37%
FCH
632
Freestone Capital Holdings
Washington
$518K +$529K +8,816 New
DF
633
Donoghue Forlines
Massachusetts
$516K +$527K +8,780 New
EFI
634
EHP Funds Inc
Canada
$512K -$408K -6,800 -44%
LCS
635
Levin Capital Strategies
New York
$508K -$180K -3,000 -26%
P
636
Pitcairn
Pennsylvania
$507K +$517K +8,616 New
PP
637
Paloma Partners
Connecticut
$504K +$307K +5,113 +148%
HIIFS
638
Harel Insurance Investments & Financial Services
Israel
$503K -$1.07M -17,904 -68%
SAM
639
SignalPoint Asset Management
Missouri
$503K – – –
CI
640
Cigna Investments
Connecticut
$501K -$51.2K -853 -9%
MS
641
Maven Securities
Jersey
$500K +$510K +8,500 New
CGL
642
Clarius Group LLC
Washington
$499K -$2.16K -36 -0.4%
OIA
643
OneDigital Investment Advisors
Kansas
$496K +$45.9K +765 +10%
LNC
644
Lincoln National Corp
Pennsylvania
$495K +$90.5K +1,509 +22%
PFS
645
Prospera Financial Services
Texas
$491K +$45.1K +752 +10%
BBI
646
Baxter Bros Inc
Connecticut
$490K +$142K +2,365 +40%
JCM
647
Jacobi Capital Management
Pennsylvania
$488K +$138K +2,293 +38%
IWM
648
IHT Wealth Management
Illinois
$488K -$24.6K -410 -5%
PCM
649
Prelude Capital Management
New York
$486K -$300K -4,997 -38%
WAAG
650
Wealth Alliance Advisory Group
Kansas
$482K +$199K +3,325 +68%
24 25
26
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