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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
651
Banque Cantonale Vaudoise
Switzerland
$661K -$186K -2,200 -22%
IAA
652
Independent Advisor Alliance
North Carolina
$656K +$100K +1,187 +18%
SCA
653
Snowden Capital Advisors
New York
$656K +$226K +2,672 +54%
IA
654
IndexIQ Advisors
New York
$653K +$27.2K +322 +4%
PGFC
655
Peapack-Gladstone Financial Corp
New Jersey
$649K +$13.9K +165 +2%
First Manhattan
656
First Manhattan
New York
$647K – – –
GT
657
Glenview Trust
Kentucky
$642K -$31.1K -368 -5%
CCMD
658
Cypress Capital Management (Delaware)
Delaware
$641K – – –
AWE
659
Avidian Wealth Enterprises
Texas
$640K -$197K -2,335 -24%
BAM
660
Belpointe Asset Management
Nevada
$640K +$90.4K +1,071 +17%
MAM
661
Meeder Asset Management
Ohio
$632K -$261K -3,090 -30%
AMIM
662
Aull & Monroe Investment Management
Alabama
$631K – – –
BHB
663
Bank Hapoalim BM
Israel
$631K +$65.3K +774 +12%
CCM
664
Covington Capital Management
California
$631K +$124K +1,465 +25%
WPW
665
Waldron Private Wealth
Pennsylvania
$630K +$382K +4,526 +160%
PRC
666
Pearl River Capital
Michigan
$630K +$619K +7,337 New
VI
667
Vestcor Inc
New Brunswick, Canada
$629K -$67.6K -801 -10%
Vanguard Personalized Indexing Management
668
Vanguard Personalized Indexing Management
California
$629K +$156K +1,852 +34%
PGIM
669
Pacific Global Investment Management
California
$626K -$84.6K -1,002 -12%
RA
670
RFG Advisory
Alabama
$625K +$93.4K +1,106 +18%
KS
671
Karpas Strategies
Connecticut
$623K – – –
SSB
672
Sandy Spring Bank
Maryland
$622K -$5.74K -68 -0.9%
AWA
673
Arkadios Wealth Advisors
Georgia
$620K +$161K +1,907 +36%
AF
674
Advisornet Financial
Minnesota
$617K -$2.45K -29 -0.4%
BWM
675
BerganKDV Wealth Management
Minnesota
$617K -$2.45K -29 -0.4%