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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BC
576
Burney Company
Virginia
$849K +$157K +2,006 +24%
SWP
577
Strategic Wealth Partners
Ohio
$845K -$17.2K -219 -2%
OAM
578
Optimal Asset Management
California
$842K +$15.8K +201 +2%
CP
579
Covenant Partners
Tennessee
$841K +$809K +10,312 New
PCMK
580
Paragon Capital Management (Kansas)
Kansas
$836K +$857K +10,926 New
TC
581
Trilogy Capital
California
$822K +$34.6K +441 +5%
RMC
582
Resources Management Corp
Connecticut
$816K -$3.92K -50 -0.5%
WHG
583
Westwood Holdings Group
Texas
$815K – – –
WANY
584
Wealthspire Advisors (New York)
New York
$813K +$88.4K +1,127 +13%
BCV
585
Banque Cantonale Vaudoise
Switzerland
$808K – – –
SIMM
586
Stillwater Investment Management (Minnesota)
Minnesota
$805K +$8.08K +103 +1%
Bessemer Group
587
Bessemer Group
New Jersey
$804K +$61K +778 +9%
AWE
588
Avidian Wealth Enterprises
Texas
$798K -$392 -5 -0.1%
IRC
589
Investors Research Corp
Georgia
$793K -$23.5K -300 -3%
BAS
590
Brown Advisory Securities
Maryland
$784K -$132K -1,686 -15%
AAM
591
AR Asset Management
California
$783K – – –
ANTB
592
AMG National Trust Bank
Colorado
$782K -$5.88K -75 -0.8%
FNBTCON
593
First National Bank & Trust Co of Newtown
Pennsylvania
$781K -$76K -968 -9%
DAM
594
Doheny Asset Management
California
$781K +$98.1K +1,250 +15%
ICM
595
Islay Capital Management
Texas
$780K -$456K -5,807 -38%
LBD
596
Landsberg Bennett & Dubbaneh
Florida
$776K +$131K +1,672 +22%
EOCM
597
Energy Opportunities Capital Management
Texas
$775K – – –
TA
598
Tiedemann Advisors
New York
$769K +$87K +1,109 +13%
PA
599
Parallel Advisors
California
$766K +$34.3K +437 +5%
EP
600
Eudaimonia Partners
Tennessee
$760K -$4.55K -58 -0.6%