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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1851
TrustCore Financial Services
Tennessee
$63K +$12.6K +122 +21%
EARNEST Partners
1852
EARNEST Partners
Georgia
$63K +$72.1K +700 New
CDIA
1853
Capital Directions Investment Advisors
Georgia
$60K – – –
IIL
1854
Insight Inv LLC
California
$60K +$68K +660 New
EIP
1855
Ellis Investment Partners
Pennsylvania
$59K – – –
CWM
1856
Curi Wealth Management
North Carolina
$59K +$16.3K +158 +32%
RDFA
1857
Ritter Daniher Financial Advisory
Ohio
$58K – – –
TSWM
1858
Tyler-Stone Wealth Management
Ohio
$58K +$103 +1 +0.2%
TF
1859
TimeScale Financial
Massachusetts
$58K +$309 +3 +0.5%
Q
1860
QVR
California
$57K +$65.3K +634 New
FCT
1861
First Community Trust
Iowa
$56K -$2.58K -25 -4%
PO
1862
Private Ocean
California
$56K – – –
PWMG
1863
Prestige Wealth Management Group
New Jersey
$55K +$4.22K +41 +7%
SIS
1864
Sound Income Strategies
Florida
$55K +$6.7K +65 +12%
MWA
1865
Miller Wealth Advisors
Colorado
$54K +$206 +2 +0.3%
AP
1866
Atwood & Palmer
Missouri
$52K -$1.54K -15 -3%
LS
1867
Leelyn Smith
Illinois
$50K – – –
IBOK
1868
Independence Bank of Kentucky
Kentucky
$48K +$14.4K +140 +35%
UWM
1869
Urban Wealth Management
California
$48K +$55.4K +538 New
FWM
1870
Focused Wealth Management
New York
$47K – – –
FPFS
1871
First Personal Financial Services
North Carolina
$46K -$30.1K -292 -36%
GIA
1872
GHP Investment Advisors
Colorado
$46K – – –
PP
1873
PFS Partners
New Jersey
$45.8K +$103 +1 +0.2%
FCMT
1874
Founders Capital Management (Texas)
Texas
$45K +$51.5K +500 New
WB
1875
West Bancorporation
Iowa
$45K +$51.5K +500 New