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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
651
Unique Wealth Strategies
Illinois
$482K +$563K +9,917 New
CWM
652
Cornerstone Wealth Management
Missouri
$480K +$56.4K +994 +11%
ANBT
653
American National Bank & Trust
Texas
$480K – – –
ETC
654
Exchange Traded Concepts
Oklahoma
$477K +$429K +7,548 +332%
QWM
655
Quadcap Wealth Management
Texas
$472K +$14.4K +254 +3%
TFS
656
Targeted Financial Services
Florida
$471K – – –
PWP
657
Pursue Wealth Partners
California
$469K -$493K -8,690 -47%
RH
658
RFG Holdings
Texas
$468K -$117K -2,059 -18%
AP
659
Americana Partners
Texas
$463K +$18.1K +318 +3%
GIA
660
Gateway Investment Advisers
Ohio
$462K +$77.6K +1,367 +17%
CAG
661
Crestwood Advisors Group
Massachusetts
$460K +$155K +2,726 +40%
VVP
662
Venture Visionary Partners
Ohio
$458K -$43.7K -769 -8%
FC
663
Farley Capital
New York
$454K – – –
TCM
664
Triumph Capital Management
Colorado
$454K +$456K +8,027 +607%
TCA
665
Transcend Capital Advisors
New Jersey
$454K +$125K +2,208 +31%
AFP
666
Ausdal Financial Partners
Iowa
$453K -$60.7K -1,069 -10%
FTWA
667
Fifth Third Wealth Advisors
Ohio
$452K +$112K +1,965 +27%
MWM
668
Mission Wealth Management
California
$452K +$528K +9,297 New
PE
669
PCM Encore
Colorado
$451K -$141K -2,482 -21%
HSA
670
HBK Sorce Advisory
Pennsylvania
$442K +$12.5K +220 +3%
AUB
671
Atlantic Union Bankshares
Virginia
$436K +$396K +6,981 +348%
EPW
672
Evolve Private Wealth
California
$436K +$28K +493 +6%
TPCW
673
TD Private Client Wealth
New York
$435K -$29.5K -519 -5%
AWA
674
Aaron Wealth Advisors
Illinois
$435K +$27.6K +486 +6%
GI
675
GAMCO Investors
Connecticut
$433K -$51.4K -905 -9%
25 26
27
28 29