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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
801
Oversea-Chinese Banking Corp (OCBC)
Singapore
$343K -$279K -4,668 -47%
BC
802
Burney Company
Virginia
$343K – – –
9WM
803
9258 Wealth Management
Ohio
$342K – – –
RWB
804
RMR Wealth Builders
New Jersey
$342K +$314K +5,262 New
ASBI
805
American State Bank (Iowa)
Iowa
$342K -$64.3K -1,076 -17%
GFP
806
Gryphon Financial Partners
Ohio
$342K +$314K +5,255 New
LSA
807
Lion Street Advisors
Texas
$341K – – –
WWC
808
Waypoint Wealth Counsel
Georgia
$338K +$311K +5,204 New
EHC
809
Everett Harris & Co
California
$338K +$44.3K +742 +17%
IA
810
Insight Advisors
Pennsylvania
$336K – – –
QWM
811
Quadcap Wealth Management
Texas
$334K +$24.6K +412 +9%
ACI
812
Alpha Cubed Investments
California
$334K +$38.8K +649 +14%
GSC
813
G&S Capital
Colorado
$331K +$304K +5,090 New
CFGS
814
Concourse Financial Group Securities
Alabama
$330K +$18.2K +304 +6%
AGA
815
Arkos Global Advisors
Texas
$329K +$302K +5,060 New
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$329K +$239 +4 +0.1%
PTCG
817
Pring Turner Capital Group
California
$326K +$300K +5,016 New
SIM
818
Seaview Investment Managers
Florida
$321K -$38.2K -640 -11%
AWM
819
Avaii Wealth Management
Wisconsin
$321K -$367K -6,138 -55%
LSAG
820
Lake Street Advisors Group
New Hampshire
$319K +$67.4K +1,128 +30%
KA
821
KLCM Advisors
Wisconsin
$318K – – –
ACM
822
Avalon Capital Management
California
$317K +$291K +4,879 New
MWM
823
Mission Wealth Management
California
$316K +$74.7K +1,251 +35%
TWP
824
Tyche Wealth Partners
Texas
$314K +$7.23K +121 +3%
UW
825
Unique Wealth
Florida
$314K +$119 +2 +0%
31 32
33
34 35