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ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIL
2076
Insight Inv LLC
California
– -$60K -660 Closed
CWM
2077
Curi Wealth Management
North Carolina
– -$59K -658 Closed
Q
2078
QVR
California
– -$63.2K -634 Closed
RIM
2079
Rockbridge Investment Management
New York
– -$44.2K -492 Closed
GWMIA
2080
Global Wealth Management Investment Advisory
Florida
– -$38K -425 Closed
PWM
2081
Prentice Wealth Management
New York
– -$38K -423 Closed
HFS
2082
Heritage Financial Services
Massachusetts
– -$36K -409 Closed
AR
2083
Apeiron RIA
Texas
– -$359 -400 Closed
CH
2084
Canton Hathaway
Rhode Island
– -$35K -391 Closed
AIL
2085
AGF Investments LLC
Ontario, Canada
– -$28K -313 Closed
AIA
2086
Arcadia Investment Advisors
Idaho
– -$26.9K -300 Closed
SAM
2087
Strategic Asset Management
Minnesota
– -$20K -220 Closed
HMS
2088
Hanseatic Management Services
New Mexico
– -$20K -218 Closed
BMD
2089
Better Money Decisions
New Mexico
– -$18K -200 Closed
GKIM
2090
GW&K Investment Management
Massachusetts
– -$17K -188 Closed
WWMSC
2091
Wagner Wealth Management (South Carolina)
South Carolina
– -$8K -94 Closed
FBC
2092
Fairfield, Bush & Co
Connecticut
– -$5K -52 Closed
AS
2093
Altshuler Shaham
Israel
– -$4K -42 Closed
NIC
2094
Northwest Investment Counselors
Oregon
– -$2K -21 Closed
TWP
2095
TFO Wealth Partners
Ohio
– -$2K -21 Closed
WA
2096
WestEnd Advisors
North Carolina
– -$449 -5 Closed
CIAS
2097
CFS Investment Advisory Services
New Jersey
– +$3.14M +31,521 New
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