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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1126
Gradient Investments
Minnesota
$189K – – –
SWA
1127
Sutton Wealth Advisors
Florida
$182K -$19.1K -517 -10%
FCA
1128
FinTrust Capital Advisors
South Carolina
$180K +$70.1K +1,902 +73%
Acadian Asset Management
1129
Acadian Asset Management
Massachusetts
$177K -$164K -4,463 -50%
EDRH
1130
Edmond de Rothschild Holding
Switzerland
$175K +$19.5K +530 +14%
PMFA
1131
Plante Moran Financial Advisors
Michigan
$169K -$11.6K -316 -7%
ANBT
1132
American National Bank & Trust
Texas
$168K – – –
CWA
1133
Clearview Wealth Advisors
Oregon
$167K +$154K +4,186 New
OIA
1134
Optimum Investment Advisors
Illinois
$165K -$3.69K -100 -2%
JCM
1135
Jacobi Capital Management
Pennsylvania
$164K -$124K -3,371 -45%
APC
1136
Aspire Private Capital
North Carolina
$163K +$1.47K +40 +1%
IAIM
1137
International Assets Investment Management
Florida
$162K +$150K +4,062 New
AWA
1138
Arkadios Wealth Advisors
Georgia
$158K +$93.5K +2,536 +179%
KFS
1139
Kelly Financial Services
Massachusetts
$157K – – –
BFC
1140
Bedel Financial Consulting
Indiana
$156K – – –
FMB
1141
Field & Main Bank
Kentucky
$154K -$83.8K -2,275 -37%
BCA
1142
Bray Capital Advisors
Florida
$154K – – –
FWM
1143
Focused Wealth Management
New York
$153K +$37 +1 +0%
DWM
1144
Defined Wealth Management
Oregon
$152K +$140K +3,800 New
ATC
1145
Adirondack Trust Company
New York
$151K -$300K -8,135 -68%
T
1146
TOBAM
France
$147K – – –
HIA
1147
Harbor Investment Advisory
Maryland
$146K +$36.3K +984 +37%
1IA
1148
1834 Investment Advisors
Wisconsin
$145K -$29.5K -800 -18%
FMP
1149
Financial Management Professionals
Texas
$145K +$51.8K +1,405 +63%
1832 Asset Management
1150
1832 Asset Management
Ontario, Canada
$144K -$9.22M -250,200 -99%