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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
851
Williams Jones & Associates
New York
$227K -$90.9K -1,302 -27%
DG
852
Davidson & Garrard
Virginia
$227K +$240K +3,442 New
HAG
853
HighPoint Advisor Group
Illinois
$223K +$236K +3,376 New
SC
854
SouthState Corp
Florida
$222K -$27.3K -391 -10%
GT
855
Greenleaf Trust
Michigan
$221K -$48.9K -701 -17%
SC
856
Scotia Capital
Ontario, Canada
$219K -$17K -243 -7%
ISL
857
Ingalls & Snyder LLC
New York
$218K -$13.1K -187 -5%
ISB
858
Iowa State Bank
Iowa
$217K – – –
FPCP
859
Fort Point Capital Partners
California
$217K +$229K +3,281 New
PMFA
860
Plante Moran Financial Advisors
Michigan
$213K +$1.05K +15 +0.5%
CSMF
861
Charles Stewart Mott Foundation
Michigan
$213K +$225K +3,220 New
PWAG
862
Polaris Wealth Advisory Group
California
$205K +$217K +3,110 New
MBT
863
Montecito Bank & Trust
California
$204K +$8.1K +116 +4%
PIM
864
Penobscot Investment Management
Massachusetts
$203K +$215K +3,073 New
FCT
865
Family Capital Trust
Massachusetts
$202K – – –
LH
866
Lebenthal Holdings
New York
$202K +$214K +3,066 New
KA
867
Klingman & Associates
New York
$198K +$210K +3,005 New
IWMPD
868
Integrated Wealth Management (Palm Desert)
California
$196K +$2.3K +33 +1%
QCG
869
Quadrant Capital Group
Ohio
$189K -$23.7K -339 -10%
IA
870
IndexIQ Advisors
New York
$181K -$132K -1,887 -41%
CFSG
871
Community Financial Services Group
Vermont
$169K -$50.4K -722 -22%
H
872
Hexavest
Quebec, Canada
$165K – – –
S
873
SignatureFD
Georgia
$164K +$121K +1,728 +229%
AF
874
Arrow Financial
New York
$157K -$76.9K -1,102 -32%
TSBJ
875
Trevor, Stewart, Burton & Jacobsen
New York
$149K – – –
33 34
35
36 37