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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
701
Kerrisdale Advisers
Florida
$444K – – –
ATC
702
Argent Trust Co
Tennessee
$443K – – –
KIA
703
KCM Investment Advisors
California
$442K -$7.7K -120 -2%
PCM
704
Ping Capital Management
New York
$441K +$449K +7,000 New
NG
705
Northstar Group
New York
$440K +$86.7K +1,352 +24%
JAG
706
Journey Advisory Group
Kentucky
$440K -$180K -2,800 -29%
OWP
707
Obermeyer Wealth Partners
Colorado
$437K – – –
JWCA
708
J.W. Cole Advisors
Florida
$435K -$146K -2,270 -25%
MAWA
709
Moss Adams Wealth Advisors
Washington
$429K +$192 +3 +0%
OQS
710
Occudo Quantitative Strategies
Florida
$427K +$435K +6,780 New
FPAS
711
Focus Partners Advisor Solutions
Missouri
$427K -$342K -5,339 -44%
NG
712
Norden Group
Utah
$425K -$34.1K -531 -7%
WT
713
Whittier Trust
California
$424K +$7.05K +110 +2%
MG
714
Marex Group
$422K -$99.7K -1,554 -19%
PTCG
715
Pring Turner Capital Group
California
$422K +$107K +1,675 +33%
CI
716
Cigna Investments
Connecticut
$421K -$35.1K -547 -8%
POIA
717
Pin Oak Investment Advisors
Texas
$419K – – –
PWM
718
Prosperity Wealth Management
California
$418K +$426K +6,636 New
HWMO
719
Heritage Wealth Management (Ohio)
Ohio
$418K +$434K +6,768 New
AIM
720
Athena Investment Management
California
$417K -$385 -6 -0.1%
FLPIM
721
F.L. Putnam Investment Management
Massachusetts
$416K +$11.6K +181 +3%
AWA
722
Alaska Wealth Advisors
Alaska
$410K – – –
WDC
723
Woodward Diversified Capital
California
$409K +$30.1K +470 +8%
UB
724
UMB Bank
Missouri
$405K -$23.3K -363 -5%
CPA
725
Court Place Advisors
Maryland
$402K -$34.6K -539 -8%
27 28
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