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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
1101
Dumont & Blake Investment Advisors
New Jersey
$871K -$452 -5 -0.1%
HA
1102
Harbor Advisors
Florida
$868K
CG
1103
Clarus Group
Texas
$867K +$1.45K +16 +0.2%
Kovitz Investment Group Partners
1104
Kovitz Investment Group Partners
Illinois
$867K -$11.8M -129,953 -93%
SWM
1105
SeaCrest Wealth Management
New York
$864K +$25.7K +284 +3%
GGI
1106
Godsey & Gibb Inc
Virginia
$862K -$30.6K -338 -4%
ESB
1107
Essex Savings Bank
Connecticut
$861K +$904 +10 +0.1%
DT
1108
DV Trading
Illinois
$860K +$831K +9,192 New
RC
1109
Rexford Capital
Texas
$858K
BFO
1110
Boston Family Office
Massachusetts
$856K
GWM
1111
Gibbs Wealth Management
Georgia
$853K -$216K -2,385 -21%
PWP
1112
Private Wealth Partners
California
$852K -$27.1K -300 -3%
PWP
1113
Precedent Wealth Partners
Texas
$850K -$187K -2,073 -19%
TPI
1114
Trust Point Inc
Wisconsin
$844K -$23.2K -257 -3%
IFG
1115
Independent Financial Group
California
$844K -$215K -2,372 -21%
SMA
1116
Sage Mountain Advisors
Georgia
$843K -$11.9K -132 -1%
RBC
1117
Romano Brothers & Co
Illinois
$840K -$6.06K -67 -0.7%
WP
1118
Wealthspan Partners
Iowa
$839K -$3.62K -40 -0.4%
PWM
1119
Pines Wealth Management
North Carolina
$834K +$50.9K +563 +7%
KIG
1120
Kennedy Investment Group
New Jersey
$830K -$44.8K -495 -5%
HIC
1121
Holderness Investments Company
North Carolina
$829K -$44.7K -494 -5%
RWB
1122
RMR Wealth Builders
New Jersey
$826K -$452 -5 -0.1%
IBOK
1123
Independence Bank of Kentucky
Kentucky
$821K -$71.4K -790 -8%
IAS
1124
Insigneo Advisory Services
Florida
$820K -$334K -3,696 -30%
BFM
1125
Boothbay Fund Management
New York
$813K +$786K +8,688 New