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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
551
TBH Global Asset Management
Tennessee
$2.95M +$11K +70 +0.4%
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$2.95M -$1.51M -9,640 -37%
BFG
553
Birch Financial Group
New Hampshire
$2.94M -$1.1K -7 -0%
HA
554
Herold Advisors
New York
$2.94M -$16.3K -104 -0.6%
GI
555
GAMMA Investing
California
$2.93M +$210K +1,338 +9%
CAI
556
Capital Advisors Inc
Oklahoma
$2.93M +$56.6K +361 +2%
PFA
557
Pathway Financial Advisers
Indiana
$2.92M +$630K +4,019 +33%
GLR
558
Great Lakes Retirement
Ohio
$2.91M +$19.3K +123 +0.8%
FIA
559
Foundations Investment Advisors
Arizona
$2.9M +$89K +568 +4%
NRS
560
Neville Rodie & Shaw
New York
$2.9M -$31.3K -200 -1%
ACM
561
Aquatic Capital Management
Illinois
$2.89M -$673K -4,297 -21%
KWS
562
Keystone Wealth Services
California
$2.88M +$12.4K +79 +0.5%
PMG
563
Private Management Group
California
$2.87M -$7.83K -50 -0.3%
RFC
564
Regions Financial Corp
Alabama
$2.85M +$41.2K +263 +2%
FLPIM
565
F.L. Putnam Investment Management
Massachusetts
$2.82M +$1.93M +12,331 +392%
XF
566
XML Financial
Maryland
$2.81M -$138K -883 -5%
ISWM
567
Independent Solutions Wealth Management
New York
$2.8M +$4.86K +31 +0.2%
AG
568
AIA Group
Hong Kong
$2.79M +$2.04M +12,989 +559%
BFG
569
Bleakley Financial Group
New Jersey
$2.78M +$132K +842 +6%
HSA
570
HBK Sorce Advisory
Pennsylvania
$2.77M -$231K -1,476 -8%
AWM
571
AE Wealth Management
Kansas
$2.77M +$456K +2,907 +24%
Nomura Holdings
572
Nomura Holdings
Japan
$2.77M -$905K -5,777 -28%
WWM
573
Western Wealth Management
Colorado
$2.77M +$1.7M +10,826 +247%
MWM
574
Mattern Wealth Management
Kansas
$2.76M +$3.76K +24 +0.2%
Balyasny Asset Management
575
Balyasny Asset Management
Illinois
$2.75M +$822K +5,245 +53%