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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$1.05M -$37.3K -636 -4%
LFAS
502
Level Four Advisory Services
Texas
$1.05M -$265K -4,521 -23%
FMC
503
First Merchants Corp
Indiana
$1.05M -$117K -1,996 -12%
WAAG
504
Wealth Alliance Advisory Group
Kansas
$1.05M -$10.2K -174 -1%
BAM
505
Belpointe Asset Management
Nevada
$1.04M +$672K +11,445 +335%
PP
506
Palladium Partners
Virginia
$1.04M -$85.5K -1,457 -9%
FC
507
FCA Corp
Texas
$1.04M -$42.1K -718 -5%
CWM
508
Connecticut Wealth Management
Connecticut
$1.03M -$194K -3,302 -18%
TC
509
Telemus Capital
Michigan
$1.02M +$55.2K +941 +7%
CBTWT
510
Community Bank & Trust (Waco, Texas)
Texas
$1.02M +$52.1K +887 +6%
FI
511
FormulaFolio Investments
Michigan
$1.01M +$164K +2,790 +24%
AC
512
Athanor Capital
New York
$1.01M +$847K +14,424 New
OPPTF
513
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1M +$13.6K +232 +2%
FWM
514
Frontier Wealth Management
Missouri
$998K -$216K -3,673 -20%
TPCW
515
TD Private Client Wealth
New York
$998K -$883K -15,041 -51%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$997K – – –
NA
517
NewEdge Advisors
Louisiana
$995K -$125K -2,126 -13%
AIA
518
Armor Investment Advisors
North Carolina
$982K +$91K +1,551 +12%
LCM
519
Logan Capital Management
Pennsylvania
$980K -$877K -14,935 -52%
BP
520
BBR Partners
New York
$979K -$337K -5,733 -29%
KPWS
521
Kestra Private Wealth Services
Texas
$972K +$14.9K +253 +2%
BTW
522
Boston Trust Walden
Massachusetts
$970K -$311K -5,300 -28%
SCM
523
Silvant Capital Management
Georgia
$966K -$3.87K -66 -0.5%
BIA
524
Barry Investment Advisors
Massachusetts
$964K +$809K +13,782 New
BCWM
525
Bartlett & Co Wealth Management
Ohio
$960K -$38.4K -654 -5%