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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Meridian Wealth Management
Kentucky
$341K -$57K -1,133 -18%
BRWA
777
B. Riley Wealth Advisors
Florida
$341K -$53.8K -1,070 -17%
FWA
778
FSM Wealth Advisors
Ohio
$340K +$5.03K +100 +2%
BAM
779
Brave Asset Management
New Jersey
$339K -$126K -2,500 -32%
TWM
780
Triton Wealth Management
Arizona
$337K – – –
MYIA
781
Mount Yale Investment Advisors
Colorado
$337K +$260K +5,166 New
PPW
782
Parcion Private Wealth
Washington
$333K +$257K +5,119 New
SAM
783
Silvercrest Asset Management
New York
$330K -$5.03K -100 -2%
MNBTD
784
Moody National Bank Trust Division
Texas
$329K +$255K +5,061 New
AC
785
Avant Capital
Louisiana
$326K +$302 +6 +0.1%
SC
786
Sawyer & Company
Massachusetts
$326K -$10.1K -200 -4%
CCA
787
Checchi Capital Advisers
California
$324K +$251K +4,983 New
CPA
788
Capital Performance Advisors
California
$324K +$251K +4,982 New
CPA
789
Cardiff Park Advisors
California
$320K -$224K -4,457 -48%
EP
790
Edgestream Partners
New Jersey
$318K +$246K +4,887 New
SACTSONJ
791
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$317K -$132K -2,630 -35%
CA
792
COFG Advisors
Illinois
$316K +$245K +4,863 New
KIA
793
KCM Investment Advisors
California
$314K -$18K -357 -7%
RMP
794
Richards, Merrill & Peterson
Washington
$314K -$207K -4,120 -46%
DAS
795
Diversify Advisory Services
Utah
$313K -$562K -11,169 -68%
SC
796
Sapient Capital
Indiana
$312K +$241K +4,788 New
JIC
797
Joel Isaacson & Co
New York
$312K +$242K +4,804 New
BP
798
Ballentine Partners
Massachusetts
$311K +$241K +4,787 New
DWT
799
Dorsey & Whitney Trust
South Dakota
$310K +$240K +4,776 New
LFA
800
Legacy Financial Advisors
Kentucky
$308K +$239K +4,744 New
30 31
32
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