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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1326
Evelyn V. Moreno
$246K – – –
TA
1327
Teton Advisors
New York
$246K – – –
AAS
1328
Annex Advisory Services
Wisconsin
$246K +$9.84K +147 +4%
HCM
1329
Hutchinson Capital Management
California
$245K – – –
ZAM
1330
Zevin Asset Management
Massachusetts
$244K – – –
PM
1331
Penbrook Management
New York
$243K – – –
AC
1332
Avenir Corporation
Virginia
$242K – – –
CRC
1333
Curi RMB Capital
Illinois
$242K +$16.1K +241 +8%
RMC
1334
Regis Management Company
California
$240K -$36.5K -545 -14%
CAG
1335
Crestwood Advisors Group
Massachusetts
$239K -$280K -4,187 -55%
PC
1336
Pecaut & Co
Iowa
$236K -$26.8K -400 -11%
HK
1337
Horizon Kinetics
New York
$236K +$6.49K +97 +3%
FMW
1338
Farr Miller & Washington
District of Columbia
$236K +$29.1K +435 +15%
VWM
1339
Vector Wealth Management
Minnesota
$234K – – –
WCM
1340
Weatherstone Capital Management
Colorado
$234K – – –
MBT
1341
Montecito Bank & Trust
California
$234K +$11.3K +169 +5%
LNB
1342
Ledyard National Bank
$234K +$11.4K +170 +5%
AWA
1343
Arete Wealth Advisors
Illinois
$231K – – –
BPB
1344
Badgley, Phelps & Bell
Washington
$229K -$34.1K -510 -14%
VCM
1345
Vigilant Capital Management
Maine
$229K -$16.9K -253 -7%
BHTS
1346
Bar Harbor Trust Services
Maine
$227K – – –
EWM
1347
Endurance Wealth Management
Rhode Island
$227K +$3.35K +50 +2%
MGIA
1348
Moneta Group Investment Advisors
Missouri
$225K -$26.9K -402 -11%
CAW
1349
Cornerstone Advisors (Washington)
Washington
$225K +$46.9K +701 +28%
IPC
1350
Independent Portfolio Consultants
Florida
$224K +$214K +3,195 New