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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1951
Macroview Investment Management
Maryland
$13K – – –
BC
1952
Burleson & Co
California
$12K – – –
DMKJ
1953
David M. Knott Jr
$12K – – –
HFM
1954
Hartford Financial Management
Connecticut
$12K – – –
HWM
1955
HighMark Wealth Management
Minnesota
$12K – – –
LWA
1956
Lowe Wealth Advisors
Maryland
$12K – – –
SCA
1957
Stuart Chaussee & Associates
California
$12K – – –
S
1958
Surevest
California
$12K +$7.18K +72 +171%
CAL
1959
Capital Advisors Ltd
Ohio
$12K +$9.68K +97 +539%
MFT
1960
Moisand Fitzgerald Tamayo
Florida
$12K +$11.9K +119 +3,967%
CMA
1961
Cedar Mountain Advisors
Oregon
$11K – – –
CC
1962
Corsicana & Co
Texas
$11K – – –
FA
1963
Financial Advantage
Maryland
$11K – – –
BAM
1964
Bellevue Asset Management
Washington
$11K +$100 +1 +1%
LS
1965
Leelyn Smith
Illinois
$10K -$44.9K -450 -82%
BBPWM
1966
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
BWL
1967
Bogart Wealth LLC
Virginia
$10K – – –
HC
1968
Hoese & Co
Minnesota
$10K – – –
PG
1969
Proffitt & Goodson
Tennessee
$10K – – –
FWA
1970
FSC Wealth Advisors
New York
$9K – – –
MCA
1971
Maryland Capital Advisors
Maryland
$9K – – –
OCM
1972
Orion Capital Management
California
$9K – – –
RA
1973
Rise Advisors
New York
$9K +$100 +1 +1%
EL
1974
EMFO LLC
Florida
$8K – – –
GWA
1975
Gibson Wealth Advisors
Texas
$8K – – –