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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
1976
Morton Brown Family Wealth
Pennsylvania
$8K – – –
SPWG
1977
Sage Private Wealth Group
Illinois
$8K – – –
EI
1978
Ellevest Inc
New York
$7K -$1.5K -15 -19%
TCWA
1979
Ten Capital Wealth Advisors
Washington
$7K +$3.39K +34 +97%
FCG
1980
Financial Connections Group
California
$6K – – –
JGIA
1981
Jackson Grant Investment Advisers
Connecticut
$6K – – –
CBT
1982
Central Bank & Trust
Kentucky
$5K -$15.3K -153 -76%
OSNBOA
1983
Old Second National Bank of Aurora
Illinois
$5K – – –
PCFFS
1984
Pacific Center for Financial Services
California
$5K – – –
IWP
1985
IAG Wealth Partners
Wisconsin
$4K – – –
JMF
1986
Johnson Midwest Financial
Iowa
$4K – – –
TJHA
1987
Thomas J. Herzfeld Advisors
Florida
$4K – – –
TCM
1988
Tradewinds Capital Management
Washington
$4K – – –
UIA
1989
Ulland Investment Advisors
Minnesota
$4K – – –
HWP
1990
Highline Wealth Partners
California
$3.38K +$3.29K +33 New
MCM
1991
Manchester Capital Management
Vermont
$3K -$898 -9 -23%
O
1992
Ossiam
France
$3K – – –
CAM
1993
ClariVest Asset Management
California
$2K – – –
CCM
1994
Cribstone Capital Management
Maine
$2K – – –
WBC
1995
West Branch Capital
Massachusetts
$2K – – –
HH
1996
HWG Holdings
Texas
$2K +$2.39K +24 New
RWM
1997
Raffa Wealth Management
District of Columbia
$1.33K – – –
IFAM
1998
Institutional & Family Asset Management
Colorado
$1K – – –
SC
1999
Solstein Capital
California
$1K – – –
WIM
2000
Westside Investment Management
California
$102 – – –