We are live on ! Find out more
COP icon

ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1351
Institutional & Family Asset Management
Colorado
$171K – – –
RBC
1352
Roble Belko & Company
Pennsylvania
$170K – – –
FANJ
1353
Financial Architects (New Jersey)
New Jersey
$169K -$14.1K -247 -8%
ETI
1354
Enterprise Trust & Investment
California
$155K +$6.89K +121 +5%
WG
1355
Welch Group
Alabama
$154K -$17.1K -300 -10%
HGWM
1356
Harvest Group Wealth Management
Massachusetts
$154K +$171 +3 +0.1%
BCI
1357
Brinker Capital Investments
Pennsylvania
$152K -$80.5K -1,414 -35%
LWM
1358
Liberty Wealth Management
California
$144K -$29.1K -511 -17%
SBL
1359
Sargent Bickham Lagudis
Colorado
$140K -$182K -3,197 -57%
AAP
1360
Arax Advisory Partners
Colorado
$138K +$57 +1 +0%
BFEC
1361
Benjamin F. Edwards & Company
Missouri
$137K -$25.6K -450 -16%
GAM
1362
Gemmer Asset Management
California
$136K -$3.42K -60 -2%
RIA
1363
Realta Investment Advisors
Delaware
$135K -$33.1K -582 -20%
MIFH
1364
Migdal Insurance & Financial Holdings
Israel
$135K +$20K +351 +17%
TL
1365
TrueWealth LLC
Georgia
$134K – – –
AIM
1366
Advantage Investment Management
Iowa
$134K +$21.9K +385 +20%
TC
1367
Trust Company
Kansas
$133K -$81.5K -1,432 -38%
NCM
1368
Nelson Capital Management
California
$131K +$56.2K +988 +76%
DAM
1369
Delta Asset Management
Tennessee
$128K +$33.5K +589 +35%
M
1370
MOTCO
Texas
$127K -$92.2K -1,620 -42%
CC
1371
Centiva Capital
New York
$127K +$23.7K +417 +23%
LWS
1372
Lucia Wealth Services
California
$126K – – –
FPFS
1373
First Personal Financial Services
North Carolina
$125K – – –
SA
1374
SRH Advisors
Kansas
$125K – – –
GEA
1375
Glen Eagle Advisors
New Jersey
$125K -$16.5K -290 -12%