We are live on ! Find out more
COP icon

ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2076
West Oak Capital
California
$92K – – –
SIS
2077
Sound Income Strategies
Florida
$91.3K +$29.7K +254 +48%
BIA
2078
Bell Investment Advisors
California
$88.8K +$234 +2 +0.3%
MFC
2079
Mechanics Financial Corp
Ohio
$87.1K – – –
FWM
2080
Focused Wealth Management
New York
$82.3K +$20.8K +178 +34%
AI
2081
AXS Investments
New York
$81.5K +$2.81K +24 +4%
CAM
2082
Costello Asset Management
Pennsylvania
$81.2K – – –
SA
2083
SRH Advisors
Kansas
$81K – – –
CWC
2084
Carolinas Wealth Consulting
North Carolina
$79.7K +$117 +1 +0%
OCM
2085
Osterweis Capital Management
California
$78.8K – – –
CAM
2086
Creekmur Asset Management
Illinois
$77.9K +$78.5K +671 New
EC
2087
EdgeRock Capital
Colorado
$77.2K +$81.7K +698 New
FCMT
2088
Founders Capital Management (Texas)
Texas
$76.4K – – –
RDFA
2089
Ritter Daniher Financial Advisory
Ohio
$75.4K – – –
AWM
2090
Abound Wealth Management
Tennessee
$75.1K -$1.29K -11 -2%
CFG
2091
CKW Financial Group
Hawaii
$75K -$11.7K -100 -13%
CSWM
2092
Cassady Schiller Wealth Management
Ohio
$73.8K – – –
TVAMP
2093
Tennessee Valley Asset Management Partners
Tennessee
$73.8K +$74.4K +636 New
TFG
2094
Team Financial Group
California
$73.7K +$351 +3 +0.5%
PO
2095
Private Ocean
California
$73.1K – – –
GA
2096
GoalVest Advisory
New York
$72.7K -$93.2K -797 -56%
RFG
2097
RFP Financial Group
Georgia
$70.1K -$9.01K -77 -11%
FUBT
2098
First United Bank & Trust
Maryland
$70K +$70.5K +603 New
SRCM
2099
Signature Resources Capital Management
California
$69.9K +$70.4K +602 New
HGERS
2100
Householder Group Estate & Retirement Specialist
Arizona
$69K +$234 +2 +0.3%
82 83
84
85 86