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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
901
Sage Mountain Advisors
Georgia
$259K +$2.09K +35 +0.9%
SG
902
Strid Group
Pennsylvania
$258K – – –
VCP
903
Verus Capital Partners
Arizona
$257K +$236K +3,948 New
CCM
904
Carlson Capital Management
Minnesota
$257K -$20.7K -347 -8%
FMLI
905
Fukoku Mutual Life Insurance
Japan
$255K – – –
CAM
906
Councilmark Asset Management
Tennessee
$254K +$234K +3,915 New
FWA
907
FSM Wealth Advisors
Ohio
$251K +$478 +8 +0.2%
PS
908
Principal Securities
Iowa
$251K -$16.4K -274 -7%
RPGK
909
Retirement Planning Group (Kansas)
Kansas
$250K – – –
TFS
910
Thoroughbred Financial Services
Tennessee
$250K +$19.3K +323 +9%
SIM
911
Stratos Investment Management
Ohio
$248K +$228K +3,816 New
CIA
912
Choate Investment Advisors
Massachusetts
$248K -$66.5K -1,113 -23%
CAG
913
Csenge Advisory Group
Florida
$246K -$57.3K -960 -20%
FCP
914
Fidelis Capital Partners
Florida
$246K +$16.1K +269 +8%
RT
915
Rockland Trust
Massachusetts
$245K – – –
BWP
916
Barlow Wealth Partners
Kentucky
$244K +$212K +3,542 New
CW
917
Connectus Wealth
Ohio
$244K +$224K +3,743 New
BTI
918
Blue Trust Inc
Georgia
$242K +$98.6K +1,651 +80%
NRI
919
NFP Retirement Inc
California
$242K -$8K -134 -3%
AAM
920
Auxier Asset Management
Oregon
$242K – – –
CPC
921
Congress Park Capital
New York
$241K -$9.44K -158 -4%
CL
922
CRCM LP
California
$241K +$221K +3,704 New
EHWM
923
Eads & Heald Wealth Management
Georgia
$240K -$6.87K -115 -3%
PP
924
Patron Partners
Texas
$238K – – –
IA
925
Inspire Advisors
Idaho
$236K +$217K +3,635 New
35 36
37
38 39