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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
1601
Klaas Financial Asset Advisors
Illinois
– -$31K -775 Closed
RPWA
1602
Regent Peak Wealth Advisors
Georgia
– -$29K -734 Closed
CDIA
1603
Capital Directions Investment Advisors
Georgia
– -$27K -670 Closed
VCG
1604
Vantage Consulting Group
Virginia
– -$24K -612 Closed
IA
1605
Inspire Advisors
Idaho
– -$24K -609 Closed
LJHT
1606
Laurie J. Hall Trustee
– -$23K -580 Closed
EI
1607
Ellevest Inc
New York
– -$19K -467 Closed
TPWA
1608
TRUE Private Wealth Advisors
Oregon
– -$18K -464 Closed
FWM
1609
ForthRight Wealth Management
Georgia
– -$13K -318 Closed
PA
1610
Perennial Advisors
New York
– -$8K -200 Closed
D
1611
Diversified
Delaware
– -$6K -197 Closed
BSSFA
1612
Baron Silver Stevens Financial Advisors
Florida
– -$6K -166 Closed
TCM
1613
TD Capital Management
Tennessee
– -$6K -142 Closed
TI
1614
tru Independence
Oregon
– -$4 -99 Closed
JWA
1615
JFS Wealth Advisors
Pennsylvania
– -$3K -85 Closed
MIM
1616
Merrion Investment Management
New Jersey
– -$2K -55 Closed
MWA
1617
Moser Wealth Advisors
Washington
– -$2K -50 Closed
PFO
1618
Pathstone Family Office
New Jersey
– -$1K -20 Closed
SWP
1619
ShoreHaven Wealth Partners
New Jersey
– -$1K -13 Closed
Simplex Trading
1620
Simplex Trading
Illinois
– +$2.6M +52,754 +77%