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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Anchor Investment Management
South Carolina
$133K +$5.97K +100 +5%
JPWM
1002
Jamison Private Wealth Management
Georgia
$131K +$418 +7 +0.3%
EP
1003
Elkhorn Partners
Nebraska
$130K +$16.7K +280 +16%
AT
1004
Avalon Trust
New Mexico
$130K – – –
BG
1005
Bollard Group
Massachusetts
$127K +$60 +1 +0.1%
DIP
1006
DT Investment Partners
Pennsylvania
$123K – – –
TF
1007
Tompkins Financial
New York
$122K – – –
SIS
1008
Sound Income Strategies
Florida
$120K -$3.46K -58 -3%
FIM
1009
Fernwood Investment Management
Massachusetts
$115K +$106K +1,775 New
GWM
1010
Geneos Wealth Management
Colorado
$115K -$6.33K -106 -6%
C
1011
Covestor
United Kingdom
$112K +$22.9K +384 +29%
BC
1012
Belmont Capital
California
$112K +$61.2K +1,025 +147%
LFG
1013
Larson Financial Group
Missouri
$108K -$836 -14 -0.8%
FUBT
1014
First United Bank & Trust
Maryland
$107K – – –
DJSG
1015
D.J. St. Germain
Massachusetts
$106K -$478 -8 -0.5%
LC
1016
Lindbrook Capital
California
$105K -$28.3K -473 -23%
SN
1017
Sittner & Nelson
Oregon
$104K +$24K +402 +33%
NRG
1018
Nemes Rush Group
Michigan
$102K – – –
CCG
1019
Ceeto Capital Group
Florida
$98K -$597K -10,000 -87%
PGAM
1020
Princeton Global Asset Management
New Jersey
$97.5K – – –
LTI
1021
Laffer Tengler Investments
Tennessee
$95.7K – – –
MRCM
1022
M&R Capital Management
New Jersey
$94.9K -$168K -2,810 -66%
KIG
1023
Kessler Investment Group
Indiana
$94.2K – – –
MPWT
1024
MassMutual Private Wealth & Trust
Connecticut
$90.9K -$1.37K -23 -2%
HFM
1025
Harvest Fund Management
China
$89K -$4.12K -69 -5%
39 40
41
42 43