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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
776
Ascent Group
Virginia
$225K -$285K -6,808 -56%
OHIS
777
Oak Harvest Investment Services
Texas
$225K – – –
HC
778
Hamilton Capital
Ohio
$225K +$223K +5,345 New
SWP
779
Stratos Wealth Partners
Ohio
$224K -$98.1K -2,346 -31%
SAM
780
S.A. Mason
Michigan
$223K +$12.3K +295 +6%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K – – –
HTI
782
Hikari Tsushin Inc
Japan
$223K – – –
HCM
783
Howard Capital Management
Georgia
$221K +$219K +5,240 New
MWM
784
Meridian Wealth Management
Kentucky
$221K -$164K -3,915 -43%
TWA
785
TCI Wealth Advisors
Arizona
$218K -$1.84K -44 -0.8%
KIA
786
KCM Investment Advisors
California
$218K -$22.5K -538 -9%
ONSWM
787
Old North State Wealth Management
North Carolina
$217K +$29.3K +701 +16%
OFS
788
OneAscent Financial Services
Alabama
$217K -$207K -4,950 -49%
IA
789
Insight Advisors
Pennsylvania
$216K -$10.9K -262 -5%
GIM
790
Generali Investments Management
Slovenia
$214K -$25.9K -619 -11%
TFA
791
Teamwork Financial Advisors
Texas
$212K +$211K +5,047 New
QL
792
Quarry LP
New York
$212K +$140K +3,360 +201%
GWMR
793
GC Wealth Management RIA
Massachusetts
$211K +$210K +5,030 New
PAM
794
Panagora Asset Management
Massachusetts
$210K -$1.21K -29 -0.6%
FMN
795
Financial Management Network
California
$210K +$201K +4,798 New
RC
796
Rahlfs Capital
Texas
$210K – – –
YAL
797
Your Advocates Ltd
Texas
$209K +$1.25K +30 +0.6%
SIM
798
Seaview Investment Managers
Florida
$209K -$7.31K -175 -3%
RLH
799
RD Lewis Holdings
Florida
$208K -$33.4K -800 -14%
AWS
800
Atria Wealth Solutions
New York
$208K -$289K -6,905 -58%
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