We are live on ! Find out more
COP icon

ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1851
Prestige Wealth Management Group
New Jersey
$57K -$429K -4,660 -89%
RIM
1852
Rockbridge Investment Management
New York
$56.2K -$202K -2,200 -80%
LS
1853
Leelyn Smith
Illinois
$55K -$81.8K -889 -62%
SIS
1854
Sound Income Strategies
Florida
$55K +$1.56K +17 +3%
UCB
1855
United Community Bank
South Carolina
$53.8K – – –
FWM
1856
Focused Wealth Management
New York
$53K -$267K -2,899 -85%
LWA
1857
Lenox Wealth Advisors
New York
$53K +$3.13K +34 +7%
TWM
1858
Tradition Wealth Management
Minnesota
$52K +$92 +1 +0.2%
GIA
1859
GHP Investment Advisors
Colorado
$51K +$46.8K +509 New
PP
1860
PFS Partners
New Jersey
$50.8K -$19.9K -216 -30%
LFG
1861
Larson Financial Group
Missouri
$50K -$37.9K -412 -45%
M1FG
1862
Mach-1 Financial Group
Arkansas
$50K – – –
CWM
1863
Curi Wealth Management
North Carolina
$50K +$46K +500 New
ACM
1864
Antonetti Capital Management
Florida
$49K – – –
LAS
1865
Lloyd Advisory Services
Georgia
$49K +$24.6K +267 +121%
MUMSS
1866
Mitsubishi UFJ Morgan Stanley Securities
Japan
$46K -$271K -2,947 -86%
TFO
1867
Tarbox Family Office
California
$46K -$22.8K -248 -35%
TFA
1868
Toth Financial Advisory
Virginia
$46K – – –
AWA
1869
Aaron Wealth Advisors
Illinois
$46K +$42.3K +460 New
TVWM
1870
Tower View Wealth Management
Wisconsin
$45K -$4.6K -50 -10%
GFPC
1871
Global Financial Private Client
Florida
$44.7K – – –
FAG
1872
Fortitude Advisory Group
Washington
$44K -$2.48K -27 -6%
BHWM
1873
Bay Harbor Wealth Management
Maryland
$43K -$368 -4 -0.9%
SMG
1874
Spectrum Management Group
Indiana
$43K +$12.2K +133 +44%
CI
1875
Carroll Investors
South Carolina
$40K – – –
73 74
75
76 77