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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$453K -$598 -8 -0.1%
KFC
752
Klingenstein Fields & Co
New York
$451K – – –
CIS
753
Connors Investor Services
Pennsylvania
$441K – – –
EFS
754
Essex Financial Services
Connecticut
$441K +$299 +4 +0.1%
WAM
755
Wealthspire Advisors (Maryland)
Maryland
$440K -$10.1K -135 -2%
CEP
756
Chicago Equity Partners
Illinois
$436K +$431K +5,765 New
IIM
757
Ipswich Investment Management
Massachusetts
$433K – – –
FPCP
758
Fort Point Capital Partners
California
$431K +$29.9K +400 +8%
GSBTD
759
Glenview State Bank Trust Department
Illinois
$431K +$69.6K +932 +20%
SPC
760
Sigma Planning Corp
Michigan
$429K -$22.6K -303 -5%
NA
761
NewEdge Advisors
Louisiana
$425K +$423K +5,667 New
AI
762
Atria Investments
North Carolina
$422K +$61.1K +818 +17%
CIM
763
CIM Investment Management
Pennsylvania
$420K -$19.4K -260 -4%
BOS
764
Bingham Osborn & Scarborough
California
$419K – – –
KLWA
765
Kelly Lawrence W & Associates
California
$419K +$3.74K +50 +0.9%
HB
766
Homrich & Berg
Georgia
$412K -$182K -2,434 -31%
RHBC
767
R.H. Bluestein & Co
Michigan
$411K -$1.86M -24,957 -82%
CHAM
768
Clear Harbor Asset Management
Connecticut
$407K +$1.5K +20 +0.4%
RWA
769
Ropes Wealth Advisors
Massachusetts
$406K +$377K +5,043 +1,552%
WTB
770
Washington Trust Bank
Washington
$404K +$18.7K +250 +5%
HAM
771
Highstreet Asset Management
Ontario, Canada
$403K -$36.6K -490 -8%
TCM
772
Telos Capital Management
California
$403K -$24.8K -332 -6%
CFMC
773
Curbstone Financial Management Corp
New Hampshire
$403K +$398K +5,330 New
CL
774
Choreo LLC
Illinois
$401K +$12.1K +162 +3%
RT
775
Rockland Trust
Massachusetts
$394K -$6.31M -84,463 -94%
29 30
31
32 33