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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1951
Strategic Financial Partners
Oregon
$243K – – –
AWAG
1952
ARS Wealth Advisors Group
Florida
$243K – – –
SCM
1953
Schnieders Capital Management
California
$242K – – –
SHWM
1954
Smith & Howard Wealth Management
Georgia
$242K – – –
PL
1955
Parthenon LLC
Kentucky
$241K – – –
DMBA
1956
Deseret Mutual Benefit Administrators
Utah
$241K +$25.3K +222 +13%
RPCONE
1957
Retirement Planning Company of New England
Rhode Island
$240K -$154K -1,353 -42%
SWM
1958
Selective Wealth Management
Virginia
$240K -$1.48K -13 -0.7%
SFG
1959
Sovereign Financial Group
Connecticut
$240K +$215K +1,886 New
RFG
1960
Range Financial Group
Oregon
$240K +$215K +1,883 New
JCFM
1961
JBR Co Financial Management
Oklahoma
$238K -$79.6K -698 -27%
EBA
1962
Eagle Bay Advisors
New York
$238K -$37.9K -332 -15%
SAM
1963
Summit Asset Management
Tennessee
$237K +$114 +1 +0.1%
PAI
1964
Pittenger & Anderson Inc
Nebraska
$237K +$25.7K +225 +14%
LEA
1965
Legacy Edge Advisors
New York
$236K – – –
CA
1966
Continuum Advisory
Idaho
$236K -$362K -3,174 -62%
HSWM
1967
Hubbell Strickland Wealth Management
Louisiana
$236K +$114 +1 +0.1%
SCM
1968
Spring Capital Management
Texas
$236K +$211K +1,852 New
BFW
1969
Brady Family Wealth
Missouri
$235K – – –
AAG
1970
Armstrong Advisory Group
Massachusetts
$234K – – –
LAM
1971
LifePro Asset Management
California
$234K +$209K +1,835 New
ACM
1972
Andina Capital Management
Utah
$233K +$208K +1,827 New
SWA
1973
Sax Wealth Advisors
New Jersey
$233K -$19.5K -171 -9%
FPFS
1974
First Personal Financial Services
North Carolina
$232K – – –
NWM
1975
Northwest Wealth Management
Iowa
$231K – – –