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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
501
Level Four Advisory Services
Texas
$1.05M -$265K -4,521 -23%
FMC
502
First Merchants Corp
Indiana
$1.05M -$117K -1,996 -12%
WAAG
503
Wealth Alliance Advisory Group
Kansas
$1.05M -$10.2K -174 -1%
BAM
504
Belpointe Asset Management
Nevada
$1.04M +$672K +11,445 +335%
PP
505
Palladium Partners
Virginia
$1.04M -$85.5K -1,457 -9%
FC
506
FCA Corp
Texas
$1.04M -$42.1K -718 -5%
CWM
507
Connecticut Wealth Management
Connecticut
$1.03M -$194K -3,302 -18%
TC
508
Telemus Capital
Michigan
$1.02M +$55.2K +941 +7%
FI
509
FormulaFolio Investments
Michigan
$1.01M +$164K +2,790 +24%
AC
510
Athanor Capital
New York
$1.01M +$847K +14,424 New
OPPTF
511
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1M +$13.6K +232 +2%
FWM
512
Frontier Wealth Management
Missouri
$998K -$216K -3,673 -20%
TPCW
513
TD Private Client Wealth
New York
$998K -$883K -15,041 -51%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$997K
NA
515
NewEdge Advisors
Louisiana
$995K -$125K -2,126 -13%
AIA
516
Armor Investment Advisors
North Carolina
$982K +$91K +1,551 +12%
LCM
517
Logan Capital Management
Pennsylvania
$980K -$877K -14,935 -52%
BP
518
BBR Partners
New York
$979K -$337K -5,733 -29%
KPWS
519
Kestra Private Wealth Services
Texas
$972K +$14.9K +253 +2%
BTW
520
Boston Trust Walden
Massachusetts
$970K -$311K -5,300 -28%
SCM
521
Silvant Capital Management
Georgia
$966K -$3.87K -66 -0.5%
BIA
522
Barry Investment Advisors
Massachusetts
$964K +$809K +13,782 New
BCWM
523
Bartlett & Co Wealth Management
Ohio
$960K -$38.4K -654 -5%
BC
524
Bartlett & Co
Ohio
$960K -$38.4K -654 -5%
SF
525
Synovus Financial
Georgia
$945K +$8.98K +153 +1%