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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1476
Tradewinds Capital Management
Washington
$45K – – –
PFO
1477
Pathstone Family Office
New Jersey
$45K +$33.5K +539 +268%
MUS
1478
Mitsubishi UFJ Securities
Japan
$45K +$46.1K +740 New
PO
1479
Private Ocean
California
$44K – – –
SIS
1480
Sound Income Strategies
Florida
$44K – – –
MCM
1481
MV Capital Management
Maryland
$43K -$4.54K -73 -9%
TFS
1482
TrustCore Financial Services
Tennessee
$43K – – –
ACA
1483
Atlas Capital Advisors
Wyoming
$42.1K -$312K -5,010 -88%
PRC
1484
Pearl River Capital
Michigan
$40K -$102K -1,642 -71%
AP
1485
Arlington Partners
Alabama
$40K -$15.6K -250 -28%
CT
1486
Clearstead Trust
Maine
$40K – – –
EIP
1487
Ellis Investment Partners
Pennsylvania
$40K +$40.8K +656 New
PWMG
1488
Prestige Wealth Management Group
New Jersey
$38K – – –
LFG
1489
LifePlan Financial Group
Ohio
$37K – – –
WPW
1490
Winthrop Partners - WNY
New York
$36.6K -$6.04K -97 -14%
IBOK
1491
Independence Bank of Kentucky
Kentucky
$36K -$4.98K -80 -12%
LJHT
1492
Laurie J. Hall Trustee
$35K – – –
LF
1493
Lee Financial
Texas
$34K – – –
AWM
1494
AllSquare Wealth Management
New York
$34K +$31.7K +509 +1,018%
MF
1495
Manchester Financial
California
$34K +$34.7K +557 New
SWP
1496
Strategic Wealth Partners
Ohio
$33K -$1.74K -28 -5%
IF
1497
Ironwood Financial
Arizona
$33K – – –
TFO
1498
Tarbox Family Office
California
$33K +$2.99K +48 +10%
ED
1499
Exane Derivatives
France
$32.7K -$172K -2,767 -84%
TW
1500
Towerpoint Wealth
California
$32K +$1.8M +28,900 New
58 59
60
61 62