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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1651
Fulcrum Capital
Washington
$280K – – –
JEST
1652
JTC Employer Solutions Trustee
Jersey
$280K – – –
WANY
1653
Wealthspire Advisors (New York)
New York
$280K -$265K -2,581 -49%
CWM
1654
Connecticut Wealth Management
Connecticut
$280K +$277K +2,698 New
LSA
1655
Lion Street Advisors
Texas
$279K +$385K +3,746 New
CWA
1656
Clearview Wealth Advisors
Oregon
$279K +$514 +5 +0.2%
DWM
1657
Denver Wealth Management
Colorado
$279K -$5.75K -56 -2%
DC
1658
DeDora Capital
California
$278K +$822 +8 +0.3%
MWM
1659
Meridian Wealth Management
Kentucky
$277K +$103 +1 +0%
RAM
1660
Roanoke Asset Management
New Jersey
$277K – – –
GWM
1661
Greenwich Wealth Management
Connecticut
$277K +$6.27K +61 +2%
DI
1662
DFPG Investments
Utah
$276K +$259K +2,525 New
FPGK
1663
Financial Partners Group (Kansas)
Kansas
$276K -$87.4K -851 -26%
HGWM
1664
Horst & Graben Wealth Management
Oregon
$275K +$1.44K +14 +0.5%
IHL
1665
Investment House LLC
California
$275K -$312K -3,034 -53%
PCA
1666
Prosperity Capital Advisors
Ohio
$274K +$272K +2,647 New
FMTCOCP
1667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$274K -$53.9K -525 -17%
ST
1668
Spinnaker Trust
Maine
$273K – – –
WA
1669
WP Advisors
California
$273K +$1.34K +13 +0.5%
SMG
1670
Smart Money Group
Texas
$272K +$1.34K +13 +0.5%
SFS
1671
Strategic Financial Services
New York
$272K +$18.3K +178 +8%
CSB
1672
City State Bank
Iowa
$272K – – –
HKAM
1673
Horizon Kinetics Asset Management
New York
$272K -$1.85K -18 -0.7%
WCG
1674
Weaver Consulting Group
California
$272K -$1.23K -12 -0.5%
OHWP
1675
Oak Harbor Wealth Partners
North Carolina
$271K – – –
65 66
67
68 69