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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Segment Wealth Management
Texas
$2.48M -$68.9K -440 -3%
VAS
602
Vestmark Advisory Solutions
Massachusetts
$2.48M +$488K +3,117 +30%
PI
603
PFG Investments
New York
$2.48M -$59.4K -379 -3%
MAS
604
Meeder Advisory Services
Ohio
$2.48M +$124K +792 +6%
AWM
605
Apollon Wealth Management
South Carolina
$2.46M +$35.3K +225 +2%
Bessemer Group
606
Bessemer Group
New Jersey
$2.45M +$126K +806 +6%
EHC
607
Everett Harris & Co
California
$2.45M -$28.2K -180 -1%
CPIG
608
Chicago Partners Investment Group
Illinois
$2.44M +$549K +3,502 +30%
HTC
609
Haverford Trust Company
Pennsylvania
$2.42M -$128K -816 -6%
PCMK
610
Paragon Capital Management (Kansas)
Kansas
$2.41M +$16.1K +103 +0.8%
CA
611
CWC Advisors
Oregon
$2.38M -$19.9K -127 -1%
FFS
612
Flavin Financial Services
Florida
$2.37M +$36.7K +234 +2%
NWMG
613
Nicholson Wealth Management Group
South Carolina
$2.35M -$56.7K -362 -3%
NMIMC
614
Northwestern Mutual Investment Management Company
Wisconsin
$2.35M +$2.98K +19 +0.1%
TRCT
615
Tower Research Capital (TRC)
New York
$2.34M +$1.19M +7,584 +144%
PPW
616
Parcion Private Wealth
Washington
$2.34M -$33.2K -212 -2%
GCM
617
Genus Capital Management
British Columbia, Canada
$2.32M -$78.3K -500 -4%
RP
618
Rowlandmiller & Partners
Georgia
$2.31M -$32.4K -207 -2%
CV
619
Counterweight Ventures
North Carolina
$2.3M -$166K -1,057 -8%
AAM
620
AR Asset Management
California
$2.29M
VFA
621
Valeo Financial Advisors
Indiana
$2.29M -$354K -2,257 -15%
MOS
622
MGO One Seven
Ohio
$2.27M +$82K +523 +4%
EWA
623
EverSource Wealth Advisors
Alabama
$2.27M +$471K +3,007 +32%
PCMF
624
Private Capital Management (Florida)
Florida
$2.26M -$156K -998 -7%
TBC
625
Tweedy, Browne Co
Connecticut
$2.25M -$21.2K -135 -1%