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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
651
Targeted Financial Services
Florida
$471K – – –
PWP
652
Pursue Wealth Partners
California
$469K -$493K -8,690 -47%
RH
653
RFG Holdings
Texas
$468K -$117K -2,059 -18%
AP
654
Americana Partners
Texas
$463K +$18.1K +318 +3%
GIA
655
Gateway Investment Advisers
Ohio
$462K +$77.6K +1,367 +17%
CAG
656
Crestwood Advisors Group
Massachusetts
$460K +$155K +2,726 +40%
VVP
657
Venture Visionary Partners
Ohio
$458K -$43.7K -769 -8%
FC
658
Farley Capital
New York
$454K – – –
TCM
659
Triumph Capital Management
Colorado
$454K +$456K +8,027 +607%
TCA
660
Transcend Capital Advisors
New Jersey
$454K +$125K +2,208 +31%
AFP
661
Ausdal Financial Partners
Iowa
$453K -$60.7K -1,069 -10%
FTWA
662
Fifth Third Wealth Advisors
Ohio
$452K +$112K +1,965 +27%
MWM
663
Mission Wealth Management
California
$452K +$528K +9,297 New
PE
664
PCM Encore
Colorado
$451K -$141K -2,482 -21%
HSA
665
HBK Sorce Advisory
Pennsylvania
$442K +$12.5K +220 +3%
AUB
666
Atlantic Union Bankshares
Virginia
$436K +$396K +6,981 +348%
EPW
667
Evolve Private Wealth
California
$436K +$28K +493 +6%
TPCW
668
TD Private Client Wealth
New York
$435K -$29.5K -519 -5%
AWA
669
Aaron Wealth Advisors
Illinois
$435K +$27.6K +486 +6%
GI
670
GAMCO Investors
Connecticut
$433K -$51.4K -905 -9%
BAAM
671
Baker Avenue Asset Management
California
$430K +$122K +2,146 +32%
SIC
672
Samalin Investment Counsel
New York
$427K +$57.1K +1,006 +13%
DCM
673
Donaldson Capital Management
Indiana
$426K +$498K +8,772 New
SOAM
674
SBI Okasan Asset Management
Japan
$422K – – –
MGIA
675
Matthew Goff Investment Advisor
Texas
$416K -$8.23K -145 -2%
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