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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1526
Prestige Wealth Management Group
New Jersey
$489K -$3.19K -28 -0.7%
AA
1527
Auxano Advisors
Washington
$489K +$438K +3,843 New
BFC
1528
Bedel Financial Consulting
Indiana
$487K
MFG
1529
Midwest Financial Group
Kansas
$485K +$23.3K +204 +6%
IIC
1530
Integrated Investment Consultants
Michigan
$484K +$67.8K +594 +18%
MA
1531
Montag & Associates
Georgia
$484K
PCA
1532
Pallas Capital Advisors
Massachusetts
$484K +$72.8K +638 +20%
KCIC
1533
Kuhn & Co Investment Counsel
Illinois
$481K +$228 +2 +0.1%
SP
1534
Stonebrook Private
Michigan
$480K -$13.2K -116 -3%
MCCP
1535
Mission Creek Capital Partners
California
$480K +$228 +2 +0.1%
BHPW
1536
Beverly Hills Private Wealth
California
$478K -$30.7K -269 -7%
DSC
1537
Duncker Streett & Co
Missouri
$477K +$11.4K +100 +3%
MIC
1538
Meridian Investment Counsel
California
$476K +$1.94K +17 +0.5%
AF
1539
Advisornet Financial
Minnesota
$475K +$91.9K +806 +28%
FB
1540
First Bancorp
Maine
$475K -$20.2K -177 -5%
CIAS
1541
CFS Investment Advisory Services
New Jersey
$475K +$45.5K +399 +12%
CCA
1542
Cobblestone Capital Advisors
New York
$475K -$406K -3,557 -49%
ESBC
1543
E.S. Barr & Co
Kentucky
$474K
FWM
1544
Forza Wealth Management
Florida
$474K
HL
1545
HeadInvest LLC
Maine
$473K -$11.4K -100 -3%
MWC
1546
MBM Wealth Consultants
Missouri
$473K -$5.59K -49 -1%
EFG
1547
Everhart Financial Group
Ohio
$469K -$32.4K -284 -7%
BBA
1548
BLB&B Advisors
Pennsylvania
$468K
JFG
1549
Jefferies Financial Group
New York
$466K -$2.03M -17,774 -83%
PFWA
1550
Paces Ferry Wealth Advisors
Georgia
$466K -$31.7K -278 -7%