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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1501
D'Orazio & Associates
Virginia
$31K – – –
SMFS
1502
Squar Milner Financial Services
California
$31K – – –
WWM
1503
Willingdon Wealth Management
North Carolina
$31K – – –
VNA
1504
Valley National Advisers
Pennsylvania
$31K +$12.3K +198 +65%
CQS
1505
Credential Qtrade Securities
$29.7K – – –
MWM
1506
Mascoma Wealth Management
New Hampshire
$28K – – –
GWS
1507
Glassman Wealth Services
Virginia
$27K -$11.9K -192 -30%
RCWMU
1508
Rothschild & Co Wealth Management (UK)
United Kingdom
$27K +$28K +450 New
QCIG
1509
Quad-Cities Investment Group
Iowa
$25K -$18.7K -300 -42%
NIM
1510
NuWave Investment Management
New Jersey
$24K -$943K -15,151 -98%
RA
1511
Rational Advisors
New York
$24K -$77.2K -1,241 -76%
GWMIA
1512
Global Wealth Management Investment Advisory
Florida
$24K -$436 -7 -2%
WCM
1513
Wealthcare Capital Management
Virginia
$24K – – –
PWP
1514
Personal Wealth Partners
Minnesota
$23K +$23.5K +378 New
BAMG
1515
Brand Asset Management Group
Missouri
$20K – – –
CA
1516
Crewe Advisors
Utah
$20K – – –
TCM
1517
TD Capital Management
Tennessee
$20K – – –
APSP
1518
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
BEI
1519
Benjamin Edwards Inc
Missouri
$18K – – –
FA
1520
Financial Advantage
Maryland
$18K – – –
PR
1521
Payden & Rygel
California
$18K – – –
GSC
1522
G&S Capital
Colorado
$18K +$12.4K +200 +200%
KPCM
1523
Kings Point Capital Management
New York
$18K +$17.9K +288 New
LFG
1524
Larson Financial Group
Missouri
$17K – – –
CWM
1525
Cranbrook Wealth Management
Michigan
$16K – – –