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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Segment Wealth Management
Texas
$205K +$11.2K +196 +5%
WA
902
Wealth Alliance
New York
$204K -$115K -2,024 -34%
CCM
903
Carlson Capital Management
Minnesota
$204K -$57 -1 -0%
LOIM
904
Liberty One Investment Management
Illinois
$204K +$8.79K +154 +4%
CC
905
Courier Capital
New York
$203K +$28.5K +500 +15%
PIA
906
Perennial Investment Advisors
California
$203K +$2.28K +40 +1%
FMLI
907
Fukoku Mutual Life Insurance
Japan
$202K – – –
CCM
908
Chilton Capital Management
Texas
$202K – – –
CAM
909
Councilmark Asset Management
Tennessee
$202K – – –
AL
910
Aspiriant LLC
California
$201K +$228 +4 +0.1%
KP
911
Keel Point
Alabama
$201K +$223K +3,901 New
TA
912
TFB Advisors
Kansas
$200K +$20K +351 +10%
PTC
913
Private Trust Company
Ohio
$192K -$356K -6,241 -63%
TFGT
914
TS Financial Group (TSFG)
Illinois
$185K +$628 +11 +0.3%
SAM
915
Smartleaf Asset Management
Massachusetts
$180K +$93.9K +1,646 +87%
CI
916
CX Institutional
Indiana
$179K -$67.8K -1,188 -26%
LFG
917
Larson Financial Group
Missouri
$169K +$92.4K +1,620 +98%
SAM
918
S.A. Mason
Michigan
$169K – – –
AAP
919
Arax Advisory Partners
Colorado
$160K +$5.48K +96 +3%
SCM
920
Sterling Capital Management
North Carolina
$156K +$173K +3,025 New
BIG
921
Brooklyn Investment Group
New York
$156K +$172K +3,021 New
PBK
922
Peoples Bank (Kansas)
Kansas
$155K – – –
MTIM
923
Marathon Trading Investment Management
Pennsylvania
$153K -$17.1K -300 -9%
GWM
924
Geneos Wealth Management
Colorado
$153K +$59.1K +1,036 +54%
EDRH
925
Edmond de Rothschild Holding
Switzerland
$152K – – –
35 36
37
38 39