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Occidental Petroleum
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Name Holding Trade Value Shares
Change 		Change in
Stake
CGT
1026
Capital Guardian Trust
California
$113K +$97.9K +1,096 +772%
BBPWM
1027
Blue Bell Private Wealth Management
Pennsylvania
$105K – – –
BAM
1028
Barrett Asset Management
New York
$105K +$179 +2 +0.2%
PMFA
1029
Plante Moran Financial Advisors
Michigan
$104K -$41.3K -462 -29%
OC
1030
Oakworth Capital
Alabama
$103K – – –
PIA
1031
Piedmont Investment Advisors
North Carolina
$101K – – –
BRWM
1032
B. Riley Wealth Management
Tennessee
$99K +$96.9K +1,084 New
S
1033
SignatureFD
Georgia
$95K -$20.2K -226 -18%
FBT
1034
Founders Bank & Trust
Michigan
$95K – – –
KPCM
1035
Kings Point Capital Management
New York
$95K – – –
EFSCE
1036
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$6.34K -71 -7%
DSC
1037
Duncker Streett & Co
Missouri
$89K +$18.7K +209 +27%
LWA
1038
Lenox Wealth Advisors
New York
$89K +$23.4K +262 +37%
AFIA
1039
America First Investment Advisors
Nebraska
$86K -$4.74K -53 -5%
ECM
1040
Exchange Capital Management
Michigan
$84K – – –
KCPG
1041
Kavar Capital Partners Group
Kansas
$83K – – –
CFA
1042
CT Financial Advisors
Pennsylvania
$80.6K +$103K +1,152 New
ECM
1043
Estabrook Capital Management
New York
$76.2K – – –
WC
1044
Whitnell & Co
Illinois
$76K – – –
BOK
1045
Bank of Kentucky
Kentucky
$74K – – –
FIG
1046
Fusion Investment Group
Pennsylvania
$71K -$200K -2,240 -74%
MWP
1047
MYCIO Wealth Partners
Pennsylvania
$71K – – –
HFM
1048
Hartford Financial Management
Connecticut
$70K – – –
LFR
1049
Lehman Financial Resources
Pennsylvania
$69K +$9.38K +105 +16%
AR
1050
Advisory Research
Illinois
$68K -$6.31M -70,636 -99%
40 41
42
43 44