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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1651
Prestige Wealth Management Group
New Jersey
$371K -$201K -1,699 -32%
SCA
1652
STALEY CAPITAL ADVISERS
Pennsylvania
$371K +$474 +4 +0.1%
FDW
1653
Fourth Dimension Wealth
Ohio
$369K +$92.7K +782 +28%
CWM
1654
Calamos Wealth Management
Illinois
$369K +$95.5K +806 +29%
FA
1655
Fortis Advisors
Pennsylvania
$369K
BB
1656
Burford Brothers
Texas
$369K +$4.27K +36 +1%
DIM
1657
Delta Investment Management
California
$368K -$3.08K -26 -0.7%
HCM
1658
Hodges Capital Management
Texas
$366K
WWM
1659
Walser Wealth Management
Florida
$365K +$102K +858 +32%
SPWM
1660
Schrum Private Wealth Management
Florida
$364K +$60.6K +511 +19%
GG
1661
Greenwood Gearhart
Arkansas
$364K +$112K +947 +37%
RFW
1662
Redwood Family Wealth
Texas
$364K +$1.3K +11 +0.3%
SSWM
1663
Sheets Smith Wealth Management
North Carolina
$362K +$237 +2 +0.1%
BI
1664
Ballast Inc
Kentucky
$362K -$12.1K -102 -3%
BFO
1665
Biltmore Family Office
North Carolina
$362K +$9.84K +83 +2%
DSC
1666
Duncker Streett & Co
Missouri
$362K -$5.33K -45 -1%
EPI
1667
Eddie Patel Inc
Illinois
$361K +$412K +3,474 New
EAN
1668
Excelsior Advisor Network
Colorado
$361K +$411K +3,470 New
SN
1669
Sittner & Nelson
Oregon
$361K -$3.32K -28 -0.8%
SAM
1670
Sagewood Asset Management
New York
$360K +$132K +1,116 +48%
CFD
1671
Creative Financial Designs
Indiana
$359K +$6.4K +54 +2%
FMB
1672
Field & Main Bank
Kentucky
$359K -$11.9K -100 -3%
IWAO
1673
Independence Wealth Advisors (Ohio)
Ohio
$359K +$57K +481 +16%
EWS
1674
Evergreen Wealth Solutions
Pennsylvania
$359K +$160K +1,352 +88%
ZCP
1675
Z3 Capital Partners
Virginia
$358K -$65.2K -550 -14%