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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2151
Aviso Financial
Ontario, Canada
$29.8K +$769 +7 +3%
NBT
2152
Northwest Bank & Trust
Iowa
$29.1K – – –
GA
2153
GoalVest Advisory
New York
$28.4K – – –
JGIA
2154
Jackson Grant Investment Advisers
Connecticut
$28.3K – – –
MSFP
2155
Mark Sheptoff Financial Planning
Connecticut
$27.4K – – –
PP
2156
PrairieView Partners
Minnesota
$27K – – –
CWM
2157
CarsonAllaria Wealth Management
Illinois
$27K -$5.49K -50 -16%
RWM
2158
Ruedi Wealth Management
Illinois
$26.3K – – –
VFA
2159
Values First Advisors
Tennessee
$26.3K +$27.5K +250 New
RCM
2160
Richardson Capital Management
Wisconsin
$25.8K – – –
S
2161
Sachetta
Massachusetts
$24.4K +$3.4K +31 +15%
WBC
2162
West Branch Capital
Massachusetts
$23.7K +$989 +9 +4%
VAMG
2163
Voisard Asset Management Group
Michigan
$23K +$1.43K +13 +6%
IWMWV
2164
Ironwood Wealth Management (West Virginia)
West Virginia
$22.9K – – –
SC
2165
Stephens Consulting
Michigan
$22.8K -$4.06K -37 -15%
AFS
2166
Annapolis Financial Services
Maryland
$22.7K +$2.75K +25 +13%
TPW
2167
Talon Private Wealth
Florida
$22.3K +$23.3K +212 New
HWA
2168
HHM Wealth Advisors
Tennessee
$22.1K -$1.21K -11 -5%
CCMI
2169
Creative Capital Management Investments
California
$21.1K – – –
RF
2170
Robinswood Financial
Washington
$21.1K – – –
RL
2171
Rogco LP
Oklahoma
$21.1K – – –
DF
2172
Dunhill Financial
United Kingdom
$20.7K +$14.8K +135 +218%
NL
2173
NVWM LLC
Pennsylvania
$20.4K +$2.31K +21 +12%
GWSA
2174
Global Wealth Strategies & Associates
Colorado
$20K – – –
CTWM
2175
Cherry Tree Wealth Management
Minnesota
$19.8K – – –
85 86
87
88 89