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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1226
Clean Yield Group
Vermont
$73K – – –
MLFP
1227
MPS Loria Financial Planners
Illinois
$71K +$67.9K +1,680 New
GAM
1228
Gemmer Asset Management
California
$70K -$3.52K -87 -5%
JFA
1229
JNBA Financial Advisors
Minnesota
$70K +$7.48K +185 +13%
EWM
1230
Endurance Wealth Management
Rhode Island
$68K – – –
1W
1231
1776 Wealth
Georgia
$68K +$121 +3 +0.2%
WFMPM
1232
Woodley Farra Manion Portfolio Management
Indiana
$66K -$48.9K -1,210 -43%
FWM
1233
FSA Wealth Management
Massachusetts
$66K -$2.87K -71 -4%
DI
1234
Disciplined Investments
Oklahoma
$63K -$1.09K -27 -2%
TFGT
1235
TS Financial Group (TSFG)
Illinois
$63K +$40 +1 +0.1%
KFA
1236
Kelleher Financial Advisors
New York
$63K +$60.5K +1,495 New
TL
1237
TrueWealth LLC
Georgia
$62K – – –
EWP
1238
Engrave Wealth Partners
Texas
$61K -$566 -14 -1%
FFC
1239
First Financial Corp
Indiana
$61K – – –
PCIA
1240
Prime Capital Investment Advisors
Kansas
$60K -$61.7K -1,525 -51%
IAS
1241
IMA Advisory Services
Colorado
$60K – – –
Kayne Anderson Rudnick Investment Management
1242
Kayne Anderson Rudnick Investment Management
California
$59K – – –
BWM
1243
Baystate Wealth Management
Massachusetts
$59K +$1.09K +27 +2%
PWMG
1244
Prestige Wealth Management Group
New Jersey
$59K +$6.11K +151 +12%
SA
1245
SRH Advisors
Kansas
$57K -$33.4K -826 -38%
AWA
1246
Arkadios Wealth Advisors
Georgia
$56.6K -$21.3K -527 -28%
IFAM
1247
Institutional & Family Asset Management
Colorado
$56K -$12.7K -313 -19%
WAM
1248
Wolverine Asset Management
Illinois
$55K -$21.9K -541 -29%
EAM
1249
Evanson Asset Management
California
$54K +$52.3K +1,294 New
MWC
1250
MBM Wealth Consultants
Missouri
$53K -$366K -9,044 -88%