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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1926
High Net Worth Advisory Group
Florida
$21K – – –
KC
1927
Kenfarb & Co
Kentucky
$21K – – –
LFA
1928
Level Financial Advisors
New York
$21K – – –
CM
1929
Cornerstone Management
Georgia
$20.5K – – –
GA
1930
GoalVest Advisory
New York
$20K -$86.4K -866 -82%
PCTC
1931
Perkins Coie Trust Company
Washington
$20K – – –
TC
1932
Truvestments Capital
Florida
$20K – – –
DWP
1933
Destiny Wealth Partners
Florida
$20K +$2.59K +26 +15%
IAS
1934
IMA Advisory Services
Colorado
$19K -$2.29K -23 -11%
MSFP
1935
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
OA
1936
Operose Advisors
Wisconsin
$19K – – –
PGAM
1937
Princeton Global Asset Management
New Jersey
$19K – – –
TC
1938
Tacita Capital
Ontario, Canada
$17K +$17K +170 New
AFG
1939
Albion Financial Group
Utah
$16K – – –
TFP
1940
Tilia Fiduciary Partners
North Carolina
$16K +$100 +1 +0.7%
EC
1941
EdgeRock Capital
Colorado
$16K +$15.4K +154 New
OLVIG
1942
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$15.6K +156 New
SC
1943
Stephens Consulting
Michigan
$15.4K – – –
CT
1944
Clearstead Trust
Maine
$15K – – –
SC
1945
Sierra Capital
Florida
$14K -$86.3K -865 -86%
NFSG
1946
Newbridge Financial Services Group
Florida
$14K -$6.78K -68 -33%
HS
1947
Horan Securities
United States
$14K – – –
CWM
1948
CarsonAllaria Wealth Management
Illinois
$14K +$3.29K +33 +33%
FP
1949
Financial Perspectives
Minnesota
$13.2K -$10.1K -101 -44%
WAM
1950
Worth Asset Management
Texas
$13K -$14.7K -147 -53%