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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
851
Fortis Advisors
Pennsylvania
$128K +$122K +2,000 New
EFSCE
852
Enterprise Financial Services Corp (EFSC)
Missouri
$127K +$49.1K +806 +69%
X
853
Xponance
Pennsylvania
$126K +$120K +1,965 New
EDRH
854
Edmond de Rothschild Holding
Switzerland
$122K – – –
AWM
855
Avior Wealth Management
Nebraska
$121K – – –
SFSIG
856
San Francisco Sentry Investment Group
California
$120K +$39.8K +654 +54%
PMFA
857
Plante Moran Financial Advisors
Michigan
$118K -$24.4K -400 -18%
VCM
858
Versant Capital Management
Arizona
$115K -$6.7K -110 -6%
GLI
859
Guardian Life Insurance
New York
$111K – – –
FIB
860
First Interstate Bank
Montana
$105K – – –
IIC
861
Integrated Investment Consultants
Michigan
$104K – – –
HIIFS
862
Harel Insurance Investments & Financial Services
Israel
$103K – – –
WEC
863
Winslow Evans & Crocker
Massachusetts
$95.4K -$4.51K -74 -5%
SSB
864
Sandy Spring Bank
Maryland
$93K -$85.9K -1,410 -49%
AIM
865
Anchor Investment Management
South Carolina
$91.5K – – –
DSC
866
Duncker Streett & Co
Missouri
$91K -$24.2K -397 -22%
SFG
867
SevenBridge Financial Group
Pennsylvania
$89K -$7.61K -125 -8%
VFA
868
Valeo Financial Advisors
Indiana
$85K +$80.8K +1,326 New
YWP
869
YorkBridge Wealth Partners
New York
$82K -$7.55K -124 -9%
MRCM
870
M&R Capital Management
New Jersey
$82K -$6.03K -99 -7%
BWA
871
Burt Wealth Advisors
Maryland
$81K +$183 +3 +0.2%
MAM
872
Meeder Asset Management
Ohio
$78K +$11.5K +189 +19%
WPA
873
West Paces Advisors
Georgia
$75.9K – – –
PHK
874
Point72 Hong Kong
Hong Kong
$73K +$69.1K +1,134 New
WAP
875
Wealthcare Advisory Partners
Pennsylvania
$73K +$69.5K +1,141 +114,100%
33 34
35
36 37