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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
AB
1301
Atlas Brown
Kentucky
$238K – – –
KFS
1302
Kelly Financial Services
Massachusetts
$237K – – –
LIA
1303
LSP Investment Advisors
New York
$236K – – –
LI
1304
LVZ Inc
Michigan
$236K +$124 +2 +0.1%
BPWA
1305
Beacon Pointe Wealth Advisors
California
$236K +$249 +4 +0.1%
ZIM
1306
Zacks Investment Management
Illinois
$235K -$47.4K -762 -17%
BCA
1307
Bray Capital Advisors
Florida
$235K – – –
FSWA
1308
Financial Synergies Wealth Advisors
Texas
$235K – – –
M
1309
MOTCO
Texas
$234K +$106K +1,700 +79%
JIC
1310
Joel Isaacson & Co
New York
$233K -$625K -10,037 -72%
SC
1311
Schulhoff & Co
Ohio
$231K -$31.1K -500 -12%
BPA
1312
Beacon Pointe Advisors
California
$231K +$14.4K +231 +7%
BWCS
1313
Beirne Wealth Consulting Services
Connecticut
$230K -$65K -1,045 -22%
TC
1314
Trust Company
Kansas
$230K -$62.2K -1,000 -21%
RWM
1315
RBA Wealth Management
California
$230K +$235K +3,772 New
PWMAG
1316
Pinnacle Wealth Management Advisory Group
New Jersey
$229K -$9.65K -155 -4%
FGAM
1317
Financial Gravity Asset Management
Texas
$229K +$373 +6 +0.2%
MIC
1318
Meridian Investment Counsel
California
$229K +$2.43K +39 +1%
HTHT
1319
Hemenway Trust Hemenway Trust
New Hampshire
$229K +$28.5K +458 +14%
GLA
1320
Great Lakes Advisors
Illinois
$228K -$122K -1,961 -34%
ISB
1321
Iowa State Bank
Iowa
$228K – – –
BO
1322
BRR OpCo
Ohio
$225K -$757K -12,171 -77%
GFS
1323
GYL Financial Synergies
Connecticut
$225K -$2.12K -34 -0.9%
EIA
1324
Edgemoor Investment Advisors
Maryland
$225K -$124 -2 -0.1%
BB
1325
Busey Bank
Illinois
$224K – – –