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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
826
NewEdge Wealth
Pennsylvania
$234K +$66.3K +1,168 +32%
CWP
827
Curated Wealth Partners
California
$231K +$80.1K +1,411 +42%
HCM
828
Howard Capital Management
Georgia
$231K +$270K +4,752 New
OFS
829
OneAscent Financial Services
Alabama
$230K -$44.8K -789 -14%
PL
830
PeakShares LLC
Florida
$228K +$11.9K +210 +5%
POIA
831
Pin Oak Investment Advisors
Texas
$227K +$114 +2 +0%
UB
832
UMB Bank
Missouri
$226K +$852 +15 +0.3%
SACTSONJ
833
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K -$12.1K -213 -4%
CIA
834
Caerus Investment Advisors
Texas
$226K +$55.6K +979 +27%
QFW
835
QTR Family Wealth
Florida
$225K +$263K +4,626 New
BFG
836
Berger Financial Group
Minnesota
$224K -$41.1K -724 -14%
IA
837
Integrity Alliance
Iowa
$224K +$6.08K +107 +2%
FCCM
838
First City Capital Management
Georgia
$221K +$68.7K +1,210 +36%
RWM
839
Ritholtz Wealth Management
New York
$220K +$258K +4,537 New
CFM
840
Compass Financial Management
Florida
$220K +$234K +4,119 New
RFP
841
Root Financial Partners
California
$220K +$88.9K +1,565 +53%
AWM
842
Aprio Wealth Management
Georgia
$219K +$17.3K +304 +7%
LCG
843
Lakeshore Capital Group
Illinois
$219K +$1.48K +26 +0.6%
SFI
844
Siemens Fonds Invest
Germany
$219K – – –
FWM
845
Focused Wealth Management
New York
$217K +$254K +4,477 New
PTP
846
Platform Technology Partners
New York
$217K +$254K +4,468 New
CPA
847
Cardiff Park Advisors
California
$216K -$26.2K -462 -9%
IB
848
Intrust Bank
Kansas
$216K – – –
SCM
849
Shelton Capital Management
Colorado
$215K – – –
AFAS
850
Acorn Financial Advisory Services
Virginia
$214K – – –
32 33
34
35 36