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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
751
Principal Securities
Iowa
$304K +$9.26K +163 +3%
KPWS
752
Kestra Private Wealth Services
Texas
$304K +$13.2K +233 +4%
TF
753
Threadgill Financial
Texas
$304K – – –
CWM
754
Cranbrook Wealth Management
Michigan
$304K – – –
SIA
755
Soltis Investment Advisors
Utah
$303K +$121K +2,135 +52%
AA
756
Ancora Advisors
Ohio
$302K -$15.2K -267 -4%
BCA
757
Bay Colony Advisors
Massachusetts
$300K – – –
FI
758
Fosun International
China
$299K – – –
OAM
759
Ostrum Asset Management
France
$298K – – –
CIM
760
Cambria Investment Management
California
$295K +$345K +6,067 New
CCA
761
Checchi Capital Advisers
California
$294K +$61.2K +1,078 +22%
CIA
762
Capital Investment Advisors
Georgia
$294K +$344K +6,054 New
FCH
763
Freestone Capital Holdings
Washington
$293K -$1.31K -23 -0.4%
EWM
764
Empirical Wealth Management
Washington
$292K +$15.2K +267 +5%
QFMHK
765
Q Fund Management (Hong Kong)
$291K – – –
CWS
766
Confluence Wealth Services
Pennsylvania
$291K +$340K +5,990 New
PFBT
767
Parkside Financial Bank & Trust
Missouri
$289K +$1.53K +27 +0.5%
SPC
768
Sigma Planning Corp
Michigan
$289K -$180K -3,167 -35%
TWM
769
Triton Wealth Management
Arizona
$286K -$6.08K -107 -2%
AAM
770
Auxier Asset Management
Oregon
$286K – – –
HL
771
HeadInvest LLC
Maine
$284K -$11.1K -195 -3%
WDC
772
Woodward Diversified Capital
California
$283K +$9.37K +165 +3%
AAA
773
American Alpha Advisors
New York
$282K – – –
MAWA
774
Moss Adams Wealth Advisors
Washington
$282K +$79.2K +1,395 +32%
JTWM
775
Jackson Thornton Wealth Management
Alabama
$282K +$330K +5,807 New
29 30
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