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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2201
EntryPoint Capital
New York
$46.3K +$41.5K +364 New
DFA
2202
DHJJ Financial Advisors
Illinois
$46.1K – – –
CWM
2203
CarsonAllaria Wealth Management
Illinois
$45.5K +$25.4K +223 +166%
ORAM
2204
One River Asset Management
Connecticut
$45.4K +$40.7K +357 New
SFO
2205
Standard Family Office
South Dakota
$44.5K +$39.9K +350 New
NRG
2206
Nemes Rush Group
Michigan
$44K -$3.99K -35 -9%
HF
2207
Halpern Financial
Virginia
$43.3K – – –
TWD
2208
True Wealth Design
Ohio
$42.4K +$1.6K +14 +4%
NFSG
2209
Newbridge Financial Services Group
Florida
$42.4K +$7.19K +63 +23%
LFA
2210
LGT Financial Advisors
Texas
$41.3K +$228 +2 +0.6%
TCA
2211
Trifecta Capital Advisors
Illinois
$40.2K – – –
AA
2212
AlphaMark Advisors
Kentucky
$40K +$114 +1 +0.3%
FFA
2213
Frazier Financial Advisors
Ohio
$40K +$2.85K +25 +9%
MWM
2214
Mascoma Wealth Management
New Hampshire
$37.9K -$3.99K -35 -11%
GA
2215
GoalVest Advisory
New York
$37.3K -$38K -333 -53%
PWMG
2216
Private Wealth Management Group
New Jersey
$37K +$114 +1 +0.3%
OA
2217
Operose Advisors
Wisconsin
$37K – – –
OLVIG
2218
Oliver Lagore Vanvalin Investment Group
Michigan
$36.5K – – –
CQS
2219
Credential Qtrade Securities
$34.7K – – –
NBT
2220
Northwest Bank & Trust
Iowa
$34.7K – – –
JGIA
2221
Jackson Grant Investment Advisers
Connecticut
$34.2K – – –
PP
2222
PrairieView Partners
Minnesota
$34K – – –
VWA
2223
Valued Wealth Advisors
Utah
$33.3K +$9.35K +82 +46%
VWM
2224
Valley Wealth Managers
New Jersey
$31.8K – – –
RWM
2225
Ruedi Wealth Management
Illinois
$31.8K +$17.1K +150 +150%
87 88
89
90 91