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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
976
Schnieders Capital Management
California
$238K -$256K -2,668 -51%
MSR
977
Main Street Research
Connecticut
$238K – – –
NEAM
978
New England Asset Management
Connecticut
$238K – – –
CIA
979
Choate Investment Advisors
Massachusetts
$236K -$12K -125 -5%
WF
980
Welch & Forbes
Massachusetts
$235K -$116K -1,213 -32%
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$234K +$576 +6 +0.2%
LCM
982
Lucas Capital Management
New Jersey
$233K -$82.1K -856 -25%
SFA
983
Sequoia Financial Advisors
Ohio
$233K -$22.9K -239 -9%
RIG
984
Renaissance Investment Group
Massachusetts
$233K -$6.04K -63 -2%
SHA
985
Smith Hayes Advisers
Nebraska
$231K -$80.4K -838 -25%
WPW
986
Waldron Private Wealth
Pennsylvania
$231K -$29.3K -305 -11%
SFG
987
SNS Financial Group
Minnesota
$231K +$96 +1 +0%
CCM
988
Chilton Capital Management
Texas
$230K +$7.39K +77 +3%
HSA
989
HBK Sorce Advisory
Pennsylvania
$230K +$19.2K +200 +9%
OPCM
990
Osborne Partners Capital Management
California
$225K – – –
WKWM
991
Walter & Keenan Wealth Management
Indiana
$225K – – –
AFG
992
Albion Financial Group
Utah
$224K – – –
PFBT
993
Parkside Financial Bank & Trust
Missouri
$224K +$13.3K +139 +6%
PFA
994
Pure Financial Advisors
California
$223K -$2.59K -27 -1%
CONA
995
Capital One National Association
New York
$222K -$20.1K -210 -8%
NB
996
NBT Bank
New York
$222K – – –
HS
997
HighVista Strategies
Massachusetts
$221K +$22.4K +234 +11%
PFM
998
PacWest Financial Management
Arizona
$219K – – –
T
999
Thomaspartners
Massachusetts
$217K +$25.9K +270 +13%
AIA
1000
AGF Investments America
Ontario, Canada
$215K -$9.98K -104 -4%
38 39
40
41 42