We are live on ! Find out more
COP icon

ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1901
Spectrum Management Group
Indiana
$31K -$13.3K -133 -31%
AP
1902
Arlington Partners
Alabama
$31K – – –
CFFP
1903
Center for Financial Planning
Michigan
$31K +$18.1K +181 +146%
AWM
1904
Activest Wealth Management
Florida
$31K +$30.1K +302 +30,200%
DWA
1905
Delos Wealth Advisors
Texas
$30K +$15K +150 +102%
KFI
1906
Key Financial Inc
Pennsylvania
$29K – – –
KA
1907
Kozak & Associates
Colorado
$29K – – –
BDS
1908
Banco de Sabadell
Florida
$28K +$27.2K +273 New
GM
1909
GeoWealth Management
Illinois
$27K -$190K -1,902 -88%
AA
1910
AlphaMark Advisors
Kentucky
$27K – – –
GIA
1911
Goodwin Investment Advisory
Georgia
$27K +$26.1K +262 New
ZIG
1912
Zullo Investment Group
Pennsylvania
$26K – – –
ARIS
1913
Advanced Research Investment Solutions
California
$25K -$15K -150 -38%
AWM
1914
AllSquare Wealth Management
New York
$25K -$3.89K -39 -14%
IWMWV
1915
Ironwood Wealth Management (West Virginia)
West Virginia
$24K – – –
AFS
1916
Annapolis Financial Services
Maryland
$24K +$23.6K +237 +11,850%
HF
1917
Halpern Financial
Virginia
$23.5K +$22.9K +230 New
HNWAG
1918
High Net Worth Advisory Group
Florida
$21K – – –
KC
1919
Kenfarb & Co
Kentucky
$21K – – –
LFA
1920
Level Financial Advisors
New York
$21K – – –
CM
1921
Cornerstone Management
Georgia
$20.5K – – –
GA
1922
GoalVest Advisory
New York
$20K -$86.4K -866 -82%
PCTC
1923
Perkins Coie Trust Company
Washington
$20K – – –
TC
1924
Truvestments Capital
Florida
$20K – – –
DWP
1925
Destiny Wealth Partners
Florida
$20K +$2.59K +26 +15%
75 76
77
78 79