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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1151
MQS Management
New York
$608K -$300K -2,914 -30%
KOC
1152
Koss-Olinger Consulting
Florida
$605K – – –
CBTWT
1153
Community Bank & Trust (Waco, Texas)
Texas
$604K +$8.76K +85 +1%
OWA
1154
Outlook Wealth Advisors
Texas
$604K +$58.6K +569 +9%
WT
1155
Washington Trust
Rhode Island
$600K -$66.6K -646 -9%
BDF
1156
Balasa Dinverno & Foltz
$600K +$71.7K +696 +12%
RCAG
1157
Rehmann Capital Advisory Group
Michigan
$598K +$71.2K +691 +12%
DHFB
1158
Dixon Hubard Feinour & Brown
Virginia
$598K -$59.8K -580 -8%
SCM
1159
SOL Capital Management
Maryland
$598K -$27.3K -265 -4%
CSPIA
1160
Cary Street Partners Investment Advisory
Virginia
$598K +$686K +6,656 New
AHC
1161
Adell Harriman & Carpenter
Texas
$596K +$228K +2,217 +50%
YIA
1162
YHB Investment Advisors
Connecticut
$596K +$420K +4,078 +160%
LSPW
1163
Lake Street Private Wealth
Illinois
$594K -$51.9K -504 -7%
APC
1164
Aspire Private Capital
North Carolina
$592K +$18.4K +179 +3%
NP
1165
NorthRock Partners
Minnesota
$592K +$104K +1,014 +18%
LP
1166
LMR Partners
United Kingdom
$592K +$679K +6,593 New
CFO
1167
CVA Family Office
Colorado
$589K – – –
FNBOMD
1168
First National Bank of Mount Dora
Florida
$588K -$26.2K -254 -4%
OQS
1169
Occudo Quantitative Strategies
Florida
$587K -$197K -1,909 -23%
CPWA
1170
Cerro Pacific Wealth Advisors
California
$587K +$315K +3,062 +88%
MWM
1171
Modera Wealth Management
New Jersey
$585K -$45.9K -445 -6%
4WM
1172
44 Wealth Management
Oregon
$584K -$315K -3,059 -32%
LIA
1173
LBMC Investment Advisors
Tennessee
$581K +$206 +2 +0%
SMH
1174
Sanders Morris Harris
Texas
$580K – – –
WG
1175
Winton Group
United Kingdom
$579K -$4.47M -43,387 -87%
45 46
47
48 49