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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1001
Prelude Capital Management
New York
$406K +$373K +8,090 New
BWM
1002
BigSur Wealth Management
Florida
$404K +$371K +8,050 New
IWMPD
1003
Integrated Wealth Management (Palm Desert)
California
$403K -$71.7K -1,555 -16%
SS
1004
Sunbelt Securities
Texas
$399K +$31.7K +687 +9%
CIBC World Market
1005
CIBC World Market
Ontario, Canada
$398K -$384K -8,328 -51%
BG
1006
Bahl & Gaynor
Ohio
$398K +$83.1K +1,801 +29%
WA
1007
Winfield Associates
Ohio
$396K -$10.8K -235 -3%
WDA
1008
Wendell David Associates
New Hampshire
$393K -$18.4K -400 -5%
HIC
1009
Holderness Investments Company
North Carolina
$393K +$553 +12 +0.2%
WPP
1010
Whalerock Point Partners
Rhode Island
$391K +$110K +2,375 +44%
AIM
1011
Acrospire Investment Management
Illinois
$391K +$360K +7,800 New
NL
1012
NWAM LLC
Washington
$390K -$26.1K -565 -7%
HH
1013
Hilltop Holdings
Texas
$389K -$81.9K -1,776 -19%
WP
1014
WMS Partners
Maryland
$389K
BSB
1015
Bangor Savings Bank
Maine
$387K -$25K -542 -7%
SC
1016
Schulhoff & Co
Ohio
$387K
WAS
1017
Winch Advisory Services
Wisconsin
$386K +$323K +7,006 +1,004%
CPO
1018
Cerity Partners OCIO
New York
$384K +$354K +7,666 New
AW
1019
ACG Wealth
Georgia
$381K -$13.5K -292 -4%
RMSCM
1020
R.M. Sincerbeaux Capital Management
New York
$381K
MWAC
1021
Mariner Wealth Advisors (Cincinnati)
Ohio
$380K -$26.6K -576 -7%
ACP
1022
Aveo Capital Partners
Colorado
$380K +$349K +7,569 New
HL
1023
HeadInvest LLC
Maine
$379K -$61.6K -1,335 -15%
GF
1024
Goodman Financial
Texas
$378K +$2.49K +54 +0.7%
MMPW
1025
Mitchell McLeod Pugh & Williams
Alabama
$377K +$24.4K +530 +8%