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ConocoPhillips
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Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2301
Silicon Valley Capital Partners
California
$7.65K – – –
SHIM
2302
Stone House Investment Management
Pennsylvania
$7.57K – – –
KSWA
2303
Kathleen S. Wright Associates
Pennsylvania
$6.75K – – –
PCFFS
2304
Pacific Center for Financial Services
California
$6.49K – – –
PS
2305
PayPay Securities
Japan
$6.49K -$1.03K -9 -15%
T
2306
Tidemark
California
$6.24K +$5.59K +49 New
TCM
2307
TruNorth Capital Management
Michigan
$6.24K +$5.59K +49 New
RBC
2308
Roble Belko & Company
Pennsylvania
$6K – – –
TCM
2309
Tradewinds Capital Management
Washington
$5.09K – – –
OP
2310
ORG Partners
Indiana
$5.02K -$1.03M -9,048 -100%
KFP
2311
Keener Financial Planning
Texas
$5K – – –
UIA
2312
Ulland Investment Advisors
Minnesota
$5K – – –
CHA
2313
Carmichael Hill & Associates
Maryland
$4.99K – – –
FRA
2314
Frank Rimerman Advisors
California
$4.84K – – –
HWP
2315
Highline Wealth Partners
California
$4.72K – – –
CAM
2316
ClariVest Asset Management
California
$4.71K +$1.37K +12 +48%
DF
2317
Dunhill Financial
United Kingdom
$4.71K -$4.79K -42 -53%
FIA
2318
FPC Investment Advisory
California
$4.66K +$4.11K +36 New
HWM
2319
Horizons Wealth Management
North Carolina
$3.83K – – –
MAM
2320
MMA Asset Management
Pennsylvania
$3.82K +$3.42K +30 New
DWA
2321
Delos Wealth Advisors
Texas
$3.55K – – –
AFG
2322
Albion Financial Group
Utah
$3.31K – – –
CP
2323
Castleview Partners
Texas
$3.31K +$913 +8 +44%
CAM
2324
Chesapeake Asset Management
New York
$3.05K – – –
RWPA
2325
Richard W. Paul & Associates
Michigan
$2.55K -$171K -1,503 -99%
91 92
93
94 95