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Occidental Petroleum
OXY

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
751
9258 Wealth Management
Ohio
$321K -$1.8K -29 -0.6%
PI
752
PFG Investments
New York
$319K +$317K +5,103 New
IFWM
753
Institute for Wealth Management
Colorado
$318K -$10.3K -166 -3%
ABLA
754
Alan B. Lancz & Associates
Ohio
$316K – – –
JIC
755
Joel Isaacson & Co
New York
$313K +$311 +5 +0.1%
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$312K +$6.46K +104 +2%
HH
757
Hilltop Holdings
Texas
$311K -$33.2K -535 -10%
SAA
758
Southeast Asset Advisors
Georgia
$310K +$6.21K +100 +2%
V
759
ViaWealth
Kansas
$309K -$37.2K -598 -11%
WJA
760
Willis Johnson & Associates
Texas
$307K +$306K +4,922 New
CFG
761
CKW Financial Group
Hawaii
$306K – – –
HNWAG
762
High Net Worth Advisory Group
Florida
$306K +$267K +4,300 +721%
WAAG
763
Wealth Alliance Advisory Group
Kansas
$304K -$61.3K -987 -17%
ACI
764
Alpha Cubed Investments
California
$303K -$42.4K -682 -12%
AAS
765
Ameritas Advisory Services
Nebraska
$302K -$53.9K -867 -15%
AL
766
Aspiriant LLC
California
$300K – – –
SI
767
SCP Investment
California
$300K +$49.7K +800 +20%
UW
768
Unique Wealth
Florida
$299K -$435 -7 -0.1%
SIM
769
Sentry Investment Management
Wisconsin
$299K -$28.3K -455 -9%
HAS
770
HBW Advisory Services
California
$299K +$10.3K +166 +4%
CNBTD
771
Citizens National Bank Trust Department
Mississippi
$299K -$46.6K -750 -14%
KA
772
KLCM Advisors
Wisconsin
$298K – – –
GT
773
Glenview Trust
Kentucky
$298K +$37.3K +600 +14%
SIM
774
Seaview Investment Managers
Florida
$297K +$373 +6 +0.1%
CRC
775
Curi RMB Capital
Illinois
$296K -$7.14K -115 -2%
29 30
31
32 33