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ConocoPhillips

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1976
Waddell & Associates
Tennessee
$231K +$207K +1,812 New
TWM
1977
Triton Wealth Management
Arizona
$230K – – –
GC
1978
Gratus Capital
Georgia
$230K +$3.65K +32 +2%
MFP
1979
Meridian Financial Partners
Virginia
$230K +$202K +1,775 New
RIS
1980
Retirement Income Solutions
Michigan
$230K +$6.84K +60 +3%
JSW
1981
Journey Strategic Wealth
New Jersey
$228K +$205K +1,794 New
EFA
1982
Evernest Financial Advisors
Indiana
$228K +$201K +1,761 New
HKAM
1983
Horizon Kinetics Asset Management
New York
$228K -$34.2K -300 -14%
PS
1984
Planned Solutions
California
$227K – – –
LFGO
1985
Legacy Financial Group (Oklahoma)
Oklahoma
$227K +$570 +5 +0.3%
WP
1986
WMS Partners
Maryland
$227K -$11.7K -103 -5%
USB
1987
Union Savings Bank
Connecticut
$227K -$10.3K -90 -5%
CWS
1988
Cypress Wealth Services
California
$227K +$6.04K +53 +3%
EFM
1989
E Fund Management
China
$227K -$10.6K -93 -5%
CGH
1990
CMG Global Holdings
Texas
$227K +$203K +1,780 New
FCA
1991
FLC Capital Advisors
California
$225K – – –
NFA
1992
Northern Financial Advisors
Michigan
$225K -$15.9K -139 -7%
HFP
1993
Holistic Financial Partners
Indiana
$225K +$202K +1,770 New
DWG
1994
Darden Wealth Group
Michigan
$225K – – –
SF
1995
Symphony Financial
Texas
$225K -$12.8K -112 -6%
CCM
1996
Crew Capital Management
Ohio
$225K +$201K +1,765 New
LSA
1997
Lion Street Advisors
Texas
$224K – – –
CC
1998
Cornerstone Capital
California
$224K – – –
B
1999
Bensler
Washington
$224K +$3.42K +30 +2%
TWG
2000
The Wealth Group
Minnesota
$222K – – –