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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
951
Prestige Wealth Management Group
New Jersey
$31.1K – – –
CWP
952
Concord Wealth Partners
Virginia
$30.9K – – –
LIA
953
Luken Investment Analytics
Tennessee
$30.2K – – –
FGAM
954
Financial Gravity Asset Management
Texas
$29.8K +$28.5K +630 New
CFP
955
Comprehensive Financial Planning
Pennsylvania
$29.7K +$181 +4 +0.6%
PGAM
956
Princeton Global Asset Management
New Jersey
$29.5K – – –
BAM
957
Byrne Asset Management
New Jersey
$29.2K -$7.46K -165 -21%
MWA
958
Miller Wealth Advisors
Colorado
$29.1K – – –
RFA
959
Register Financial Advisors
Georgia
$29K – – –
RA
960
Rise Advisors
New York
$28.9K -$271 -6 -1%
WA
961
Whipplewood Advisors
Colorado
$28.4K -$2.4K -53 -8%
FCMT
962
Founders Capital Management (Texas)
Texas
$28.4K – – –
CIAS
963
CBIZ Investment Advisory Services
Ohio
$27.9K +$994 +22 +4%
FC
964
Financial Consulate
Maryland
$27.8K +$26.6K +589 New
DMKJ
965
David M. Knott Jr
$26.4K – – –
VWA
966
VSM Wealth Advisory
Maryland
$26.3K +$136 +3 +0.5%
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$25.9K +$5.83K +129 +31%
CB
968
CNB Bank
Pennsylvania
$25.6K – – –
LWMI
969
Legacy Wealth Management (Idaho)
Idaho
$24.8K – – –
CT
970
Clearstead Trust
Maine
$24.8K -$859 -19 -3%
CA
971
Centerpoint Advisors
Massachusetts
$24K – – –
MCM
972
MV Capital Management
Maryland
$23.9K -$723 -16 -3%
HC
973
Hara Capital
Washington
$23.9K – – –
IWM
974
Inlight Wealth Management
Georgia
$23.6K – – –
TC
975
Tacita Capital
Ontario, Canada
$23.6K – – –
37 38
39
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