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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
851
FSM Wealth Advisors
Ohio
$213K +$2.37K +47 +1%
FM
852
Family Management
New York
$212K – – –
AFAS
853
Acorn Financial Advisory Services
Virginia
$212K – – –
SWM
854
Segment Wealth Management
Texas
$211K +$15.4K +305 +8%
SA
855
Strategic Advocates
Utah
$211K -$13.6K -270 -6%
CWS
856
Confluence Wealth Services
Pennsylvania
$211K -$960 -19 -0.5%
LSAG
857
Lake Street Advisors Group
New Hampshire
$210K -$35.7K -706 -14%
SOS
858
Silver Oak Securities
Tennessee
$210K +$219K +4,328 New
BCM
859
Barden Capital Management
Texas
$210K -$277K -5,481 -56%
KLCM
860
KG&L Capital Management
Louisiana
$209K -$110K -2,169 -34%
HCM
861
Howard Capital Management
Georgia
$209K +$10.9K +216 +5%
PDL
862
Portfolio Design Labs
California
$209K +$213K +4,221 New
CT
863
Coastline Trust
Rhode Island
$208K -$664K -13,149 -76%
SAA
864
Southeast Asset Advisors
Georgia
$208K +$213K +4,208 New
PCM
865
Peirce Capital Management
Texas
$207K -$5.2K -103 -2%
PA
866
PharVision Advisers
Florida
$207K +$211K +4,181 New
BW
867
BIP Wealth
Georgia
$205K +$209K +4,140 New
CLA
868
Carnegie Lake Advisors
New Jersey
$204K – – –
AFA
869
Atlas Financial Advisors
California
$203K +$207K +4,108 New
RPGK
870
Retirement Planning Group (Kansas)
Kansas
$202K +$2.48K +49 +1%
CCA
871
Checchi Capital Advisers
California
$202K -$4.95K -98 -2%
FLPIM
872
F.L. Putnam Investment Management
Massachusetts
$201K -$44.2K -875 -18%
QI
873
Qtron Investments
Massachusetts
$201K -$532K -10,534 -72%
FFA
874
Fairfield Financial Advisors
Massachusetts
$200K -$523K -10,353 -72%
FIA
875
FNY Investment Advisers
New York
$200K +$201K +3,977 +4,792%
33 34
35
36 37