We are live on ! Find out more
COP icon

ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1726
Inlet Private Wealth
Florida
$216K +$210K +2,106 New
LDFR
1727
Lehman & Derafelo Financial Resources
Pennsylvania
$215K +$207K +2,077 New
MWM
1728
Merriman Wealth Management
Washington
$215K +$210K +2,102 New
QPW
1729
Quantum Private Wealth
Florida
$215K +$210K +2,105 New
PMG
1730
ProVise Management Group
Florida
$214K +$209K +2,091 New
AW
1731
Avion Wealth
Texas
$213K -$36.1K -362 -15%
TWA
1732
TCI Wealth Advisors
Arizona
$212K +$16.6K +166 +9%
IRC
1733
Investors Research Corp
Georgia
$211K – – –
BBW
1734
Blue Barn Wealth
Utah
$211K +$205K +2,059 New
OCM
1735
One Capital Management
California
$210K -$20.7K -208 -9%
CNBTD
1736
Citizens National Bank Trust Department
Mississippi
$210K – – –
BWM
1737
Baystate Wealth Management
Massachusetts
$210K +$2.49K +25 +1%
HC
1738
Hourglass Capital
Texas
$210K +$204K +2,050 New
JC
1739
JB Capital
Connecticut
$209K -$912K -9,144 -82%
SWG
1740
Summit Wealth Group
Vermont
$209K +$203K +2,039 New
LC
1741
LCNB Corp
Ohio
$209K +$204K +2,047 New
PFA
1742
Pure Financial Advisors
California
$209K +$204K +2,047 New
NF
1743
Norwood Financial
Pennsylvania
$208K – – –
WFA
1744
WMG Financial Advisors
Tennessee
$208K +$203K +2,037 New
SWM
1745
Selective Wealth Management
Virginia
$207K +$2.39K +24 +1%
TWM
1746
Triton Wealth Management
Arizona
$206K +$179K +1,790 New
NB
1747
Nicolet Bankshares
Wisconsin
$206K +$201K +2,014 New
DAM
1748
Deltec Asset Management
New York
$205K +$199K +2,000 New
SPIA
1749
Strategic Point Investment Advisors
Rhode Island
$205K +$199K +2,000 New
TIM
1750
Tortoise Investment Management
New York
$205K +$199K +2,000 New