We are live on ! Find out more
COP icon

ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
2001
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$282K +$237K +2,139 New
AFGAS
2002
Allegiance Financial Group Advisory Services
Virginia
$282K -$74.6K -674 -24%
CA
2003
Continuum Advisory
Idaho
$282K +$237K +2,136 New
GG
2004
GenWealth Group
New Jersey
$282K – – –
GHA
2005
Granite Harbor Advisors
Texas
$282K +$236K +2,134 New
PCM
2006
Palisade Capital Management
New Jersey
$281K +$236K +2,132 New
BTWM
2007
Baker Tilly Wealth Management
Wisconsin
$281K -$14.2K -128 -6%
HFP
2008
Holistic Financial Partners
Indiana
$281K +$235K +2,126 New
TAM
2009
TCP Asset Management
Ohio
$280K -$36.1K -326 -13%
BA
2010
Bellwether Advisors
Nebraska
$279K -$16.6K -150 -7%
SOAM
2011
SBI Okasan Asset Management
Japan
$279K +$111K +1,000 +91%
ALAM
2012
Asahi Life Asset Management
Japan
$279K -$467K -4,217 -67%
FAM
2013
Formidable Asset Management
Ohio
$278K -$44.7K -404 -12%
BCM
2014
Becker Capital Management
Oregon
$278K -$8.42K -76 -3%
TFS
2015
Thoroughbred Financial Services
Tennessee
$278K +$234K +2,109 New
IPW
2016
Inlet Private Wealth
Florida
$278K +$233K +2,106 New
MO
2017
McMillan Office
Michigan
$277K – – –
FA
2018
FF Advisors
California
$277K – – –
PWP
2019
Phillips Wealth Planners
Mississippi
$276K +$7.86K +71 +3%
BFG
2020
Beto Financial Group
Idaho
$276K -$12.5K -113 -4%
MEAC
2021
M.E. Allison & Co
Texas
$275K +$231K +2,087 New
HCWM
2022
Hidden Cove Wealth Management
Washington
$275K +$231K +2,085 New
SWRP
2023
Summit Wealth & Retirement Planning
California
$274K +$230K +2,079 New
MA
2024
MBA Advisors
Pennsylvania
$274K +$230K +2,074 New
IWA
2025
IBEX Wealth Advisors
New Jersey
$274K +$230K +2,073 New
79 80
81
82 83