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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HA
651
HYA Advisors
Missouri
$950K +$536K +6,369 +138%
AIM
652
Aquila Investment Management
New York
$950K +$925K +11,000 New
BCM
653
Bayesian Capital Management
New York
$950K +$925K +11,000 New
JWM
654
Jeppson Wealth Management
California
$947K -$9.26K -110 -1%
CL
655
COWA LLC
Oklahoma
$939K -$233K -2,768 -20%
ClearBridge Investments
656
ClearBridge Investments
New York
$937K -$53.8K -639 -6%
1CP
657
17 Capital Partners
Arizona
$934K
FBC
658
Fairfield, Bush & Co
Connecticut
$928K -$12.6K -150 -1%
SWM
659
Stockman Wealth Management
Montana
$926K -$7.82M -92,908 -90%
AWE
660
Avidian Wealth Enterprises
Texas
$926K +$193K +2,292 +27%
FSC
661
Full Sail Capital
Oklahoma
$909K +$513K +6,100 +138%
CC
662
Cannell & Co
New York
$905K
MIAN
663
Mariner Independent Advisor Network
Kansas
$897K -$89.8K -1,067 -9%
YIA
664
YHB Investment Advisors
Connecticut
$894K -$12.8K -152 -1%
RMC
665
Resources Management Corp
Connecticut
$891K +$26.9K +320 +3%
LIM
666
Longfellow Investment Management
Massachusetts
$883K
SIMM
667
Stillwater Investment Management (Minnesota)
Minnesota
$869K +$8.16K +97 +1%
BFS
668
Bradley Foster & Sargent
Connecticut
$866K +$328K +3,897 +64%
AFM
669
Anson Funds Management
Texas
$864K +$841K +10,000 New
DP
670
Dearborn Partners
Illinois
$855K +$63.5K +755 +8%
FDCDDQ
671
Federation des caisses Desjardins du Quebec
Quebec, Canada
$854K +$38.1K +453 +5%
ATC
672
Adirondack Trust Company
New York
$845K +$108K +1,280 +15%
DHFB
673
Dixon Hubard Feinour & Brown
Virginia
$842K -$10.1K -120 -1%
Vanguard Capital Wealth Advisors
674
Vanguard Capital Wealth Advisors
Colorado
$842K +$392K +4,663 +92%
ACM
675
AlphaStar Capital Management
North Carolina
$841K +$819K +9,734 New