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ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1501
Oakworth Capital
Alabama
$396K +$39.1K +432 +11%
EM
1502
Excalibur Management
Massachusetts
$396K +$9.59K +106 +3%
QFA
1503
Quantum Financial Advisors
California
$395K +$452 +5 +0.1%
CCIA
1504
Cherry Creek Investment Advisors
Colorado
$394K +$1.81K +20 +0.5%
HC
1505
Hara Capital
Washington
$394K – – –
TAM
1506
Titleist Asset Management
Texas
$393K +$56.4K +624 +17%
WAM
1507
Walker Asset Management
Missouri
$391K -$33.7K -373 -8%
FSWA
1508
Financial Synergies Wealth Advisors
Texas
$389K +$3.71K +41 +1%
BFO
1509
Biltmore Family Office
North Carolina
$388K +$22.9K +253 +6%
DWM
1510
Destination Wealth Management
California
$388K -$88.5K -979 -19%
CCM
1511
Canal Capital Management
Virginia
$388K -$30.3K -335 -7%
PT
1512
Plimoth Trust
Massachusetts
$387K – – –
AF
1513
Advisornet Financial
Minnesota
$387K +$8.59K +95 +2%
MB
1514
MidFirst Bank
Oklahoma
$387K +$590K +6,528 New
PC
1515
PCB Capital
New Jersey
$386K +$373K +4,125 New
TAM
1516
Trillium Asset Management
Massachusetts
$386K – – –
PIM
1517
Penobscot Investment Management
Massachusetts
$386K -$22.6K -250 -6%
CIC
1518
Chilton Investment Company
Connecticut
$386K -$34.4K -380 -8%
AHB
1519
Abner Herrman & Brock
New Jersey
$385K – – –
RDFA
1520
Ritter Daniher Financial Advisory
Ohio
$385K -$23.4K -259 -6%
BHWM
1521
Bar Harbor Wealth Management
New Hampshire
$385K -$3.89K -43 -1%
NCM
1522
Neumann Capital Management
California
$383K – – –
ST
1523
Sageworth Trust
Pennsylvania
$382K -$340K -3,764 -48%
BFC
1524
Bedel Financial Consulting
Indiana
$380K +$42.1K +466 +13%
OAS
1525
Optivise Advisory Services
Tennessee
$379K +$80.2K +887 +28%
59 60
61
62 63