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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1201
Ballentine Partners
Massachusetts
$360K -$45.4K -675 -11%
HB
1202
Homrich & Berg
Georgia
$360K -$17.5K -260 -5%
HWMG
1203
Hurlow Wealth Management Group
Indiana
$360K -$9.62K -143 -2%
9WM
1204
9258 Wealth Management
Ohio
$360K +$4.17K +62 +1%
CW
1205
CreativeOne Wealth
Kansas
$360K +$32.5K +483 +10%
WP
1206
WealthPLAN Partners
Nebraska
$355K +$56.6K +841 +17%
Parallax Volatility Advisers
1207
Parallax Volatility Advisers
California
$354K -$4M -59,523 -92%
FHA
1208
First Horizon Advisors
Tennessee
$354K -$59.7K -887 -14%
FCFC
1209
First Commonwealth Financial Corp
Pennsylvania
$354K -$10.1K -150 -3%
SFFS
1210
Stonehage Fleming Financial Services
Jersey
$354K – – –
GFP
1211
Gryphon Financial Partners
Ohio
$353K -$4.17K -62 -1%
SWA
1212
Sutton Wealth Advisors
Florida
$353K +$1.28K +19 +0.4%
RWM
1213
Raffa Wealth Management
District of Columbia
$352K +$132K +1,964 +59%
VFA
1214
Valeo Financial Advisors
Indiana
$351K -$82.2K -1,222 -19%
PGIM
1215
Pacific Global Investment Management
California
$349K – – –
CAM
1216
ClariVest Asset Management
California
$349K +$352K +5,229 +43,575%
PBO
1217
Peoples Bank (Ohio)
Ohio
$348K -$46.4K -690 -12%
TC
1218
Telemus Capital
Michigan
$348K -$13.5K -201 -4%
TF
1219
Tompkins Financial
New York
$348K – – –
CC
1220
Courier Capital
New York
$348K +$20.3K +302 +6%
RMSCM
1221
R.M. Sincerbeaux Capital Management
New York
$347K – – –
NPF
1222
Norris Perne & French
Michigan
$345K -$13.9K -207 -4%
CGL
1223
Clarius Group LLC
Washington
$344K +$347K +5,153 New
PM
1224
Penbrook Management
New York
$343K – – –
ATFA
1225
All Terrain Financial Advisors
Minnesota
$342K -$6.73K -100 -2%