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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
801
Barber Financial Group
Kansas
$393K +$392K +5,513 New
CFG
802
Citizens Financial Group
Rhode Island
$390K -$42K -591 -10%
RWA
803
Ropes Wealth Advisors
Massachusetts
$390K – – –
SC
804
Savant Capital
Illinois
$388K +$426 +6 +0.1%
ARMT
805
Amica Retiree Medical Trust
Rhode Island
$388K +$63.2K +890 +20%
CIS
806
Connors Investor Services
Pennsylvania
$381K – – –
AI
807
Accredited Investors
Minnesota
$379K +$1.71K +24 +0.5%
LSA
808
L & S Advisors
California
$377K – – –
PJSIMP
809
P.J. Schmidt Investment Management (PJS)
Wisconsin
$377K +$126K +1,775 +50%
CA
810
Clearstead Advisors
Ohio
$375K +$374K +5,270 New
CHAM
811
Clear Harbor Asset Management
Connecticut
$373K -$10.7K -150 -3%
CIM
812
CIM Investment Management
Pennsylvania
$370K +$4.33K +61 +1%
WJA
813
Williams Jones & Associates
New York
$369K +$7.1K +100 +2%
PL
814
Parkwood LLC
Ohio
$367K +$366K +5,152 New
WTB
815
Washington Trust Bank
Washington
$364K -$112K -1,570 -23%
AB
816
Atlas Brown
Kentucky
$362K – – –
TCB
817
Texas Capital Bancshares
Texas
$361K – – –
RFA
818
Reilly Financial Advisors
California
$360K -$3.55K -50 -1%
PVWM
819
Point View Wealth Management
New Jersey
$360K +$77.8K +1,096 +28%
ECM
820
EagleClaw Capital Management
Massachusetts
$356K – – –
PAM
821
PT Asset Management
Illinois
$356K +$355K +5,000 New
IAMOG
822
Investors Asset Management of Georgia
Georgia
$350K -$7.1K -100 -2%
BWM
823
BerganKDV Wealth Management
Minnesota
$350K +$79K +1,113 +29%
LCM
824
Logan Capital Management
Pennsylvania
$348K +$72.2K +1,017 +26%
CB
825
Chemical Bank
Michigan
$343K +$342K +4,813 New
31 32
33
34 35