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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2026
Oarsman Capital
Wisconsin
$209K +$10.3K +85 +5%
FPFS
2027
First Personal Financial Services
North Carolina
$209K – – –
TWG
2028
The Wealth Group
Minnesota
$209K – – –
GCM
2029
Gallacher Capital Management
Colorado
$209K -$77K -634 -26%
FFO
2030
Fortitude Family Office
Arizona
$208K +$87.9K +724 +66%
LGG
2031
Luts & Greenleigh Group
Maryland
$208K +$220K +1,815 New
LWA
2032
Lineweaver Wealth Advisors
Ohio
$207K -$52.1K -429 -19%
MFP
2033
Meridian Financial Partners
Virginia
$207K – – –
GB
2034
Goepper Burkhardt
South Carolina
$207K – – –
DP
2035
Dearborn Partners
Illinois
$207K -$44.5K -366 -17%
FWM
2036
Focused Wealth Management
New York
$206K +$218K +1,799 New
SB
2037
Sunflower Bank
Texas
$206K +$8.14K +67 +4%
EWM
2038
Endowment Wealth Management
Wisconsin
$205K +$6.07K +50 +3%
MCM
2039
Monument Capital Management
Virginia
$205K -$2.41M -19,828 -92%
HKAM
2040
Horizon Kinetics Asset Management
New York
$205K – – –
PS
2041
Planned Solutions
California
$204K – – –
LFGO
2042
Legacy Financial Group (Oklahoma)
Oklahoma
$204K – – –
ATWA
2043
Arbor Trust Wealth Advisors
Michigan
$204K +$30.2K +249 +16%
CPA
2044
Court Place Advisors
Maryland
$204K -$61.1K -503 -22%
EFM
2045
E Fund Management
China
$204K – – –
CGH
2046
CMG Global Holdings
Texas
$204K – – –
SF
2047
Symphony Financial
Texas
$203K +$1.58K +13 +0.7%
FCA
2048
FLC Capital Advisors
California
$203K – – –
DWG
2049
Darden Wealth Group
Michigan
$202K – – –
GC
2050
Gratus Capital
Georgia
$202K -$4.74K -39 -2%
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