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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
1351
First National Bank of South Miami
Florida
$8K – – –
MSFP
1352
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
TC
1353
Truvestments Capital
Florida
$8K – – –
HS
1354
Horan Securities
United States
$8K +$404 +10 +5%
PA
1355
Perennial Advisors
New York
$8K +$8.09K +200 New
RCA
1356
Reitz Capital Advisors
Michigan
$8K +$8.09K +200 New
HI
1357
Human Investing
Oregon
$7K – – –
CMA
1358
Cedar Mountain Advisors
Oregon
$7K +$2.83K +70 +67%
FWM
1359
Filbrandt Wealth Management
Wisconsin
$7K +$6.31K +156 New
ARIS
1360
Advanced Research Investment Solutions
California
$6.18K – – –
JSC
1361
Jackson Square Capital
California
$6K -$9.54K -236 -64%
LFG
1362
LifePlan Financial Group
Ohio
$6K -$849 -21 -14%
CA
1363
Centerpoint Advisors
Massachusetts
$6K – – –
TCM
1364
TD Capital Management
Tennessee
$6K +$5.62K +139 New
FP
1365
Financial Perspectives
Minnesota
$5.42K – – –
CFFP
1366
Center for Financial Planning
Michigan
$5K -$197K -4,877 -98%
FBT
1367
First Bank & Trust
South Dakota
$5K -$53.5K -1,322 -92%
SC
1368
Steph & Co
Wisconsin
$5K – – –
MIM
1369
Macroview Investment Management
Maryland
$5K +$2.18K +54 +90%
PAI
1370
Pittenger & Anderson Inc
Nebraska
$4K -$3.03K -75 -42%
CAM
1371
ClariVest Asset Management
California
$4K +$2.14K +53 +108%
WAMC
1372
Western Asset Management Company
California
$4K +$2.91K +72 New
RCC
1373
Red Cedar Capital
Nebraska
$3K – – –
RAM
1374
Riggs Asset Management
Pennsylvania
$3K – – –
WB
1375
West Bancorporation
Iowa
$3K – – –
53 54
55
56 57