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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1201
Summit Wealth Group (Colorado)
Colorado
$688K +$543K +5,739 New
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$683K -$28.6K -303 -4%
RDWM
1203
Red Door Wealth Management
Tennessee
$682K +$48.5K +513 +8%
PPWP
1204
Premier Path Wealth Partners
New Jersey
$682K +$40.8K +432 +6%
AC
1205
Apella Capital
Connecticut
$676K +$6.81K +72 +0.9%
CT
1206
Chicago Trust
Illinois
$676K +$2.36K +25 +0.4%
Financial Engines Advisors
1207
Financial Engines Advisors
California
$673K +$17.2K +182 +3%
PCG
1208
Prosperity Consulting Group
Maryland
$672K +$90.8K +960 +16%
DWM
1209
Drive Wealth Management
Utah
$671K +$245K +2,590 +57%
WIM
1210
Warwick Investment Management
Texas
$669K +$1.23K +13 +0.2%
DWA
1211
Delos Wealth Advisors
Texas
$668K -$35.9K -380 -5%
WP
1212
Westmount Partners
California
$668K -$6.52K -69 -1%
CWM
1213
Chesapeake Wealth Management
Virginia
$668K -$9.93K -105 -1%
AT
1214
Arlington Trust
Alabama
$666K -$52K -550 -7%
MIC
1215
Means Investment Company
Maine
$663K +$189 +2 +0%
CP
1216
Canopy Partners
Ohio
$663K -$5.2K -55 -0.8%
AFG
1217
American Financial Group
Ohio
$662K
SL
1218
Sentry LLC
Tennessee
$661K
BWM
1219
Bulltick Wealth Management
Florida
$657K +$164K +1,737 +33%
XT
1220
XTX Topco
Cayman Islands
$657K -$177K -1,867 -21%
BTD
1221
BankPlus Trust Department
Mississippi
$656K -$4.92K -52 -0.7%
WANY
1222
Wealthspire Advisors (New York)
New York
$654K -$260K -2,753 -28%
RIA
1223
Regal Investment Advisors
Michigan
$654K -$756 -8 -0.1%
HBT
1224
Heartland Bank & Trust
Illinois
$651K +$2.46K +26 +0.4%
UIM
1225
Unified Investment Management
Georgia
$650K -$60.3K -638 -8%