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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
651
Csenge Advisory Group
Florida
$915K +$325K +3,510 +46%
FTDI
652
First Trust Direct Indexing
Massachusetts
$915K +$351K +3,789 +51%
DA
653
Duality Advisers
Florida
$910K -$3.42M -36,981 -77%
HA
654
HYA Advisors
Missouri
$909K +$8.23K +89 +0.8%
AIM
655
Aquila Investment Management
New York
$902K
JWM
656
Jeppson Wealth Management
California
$900K
TA
657
Tiedemann Advisors
New York
$896K -$530K -5,733 -34%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$894K -$116K -1,254 -10%
DT
659
Diversified Trust
Tennessee
$892K -$231K -2,494 -19%
BTW
660
Boston Trust Walden
Massachusetts
$891K -$85.6K -925 -8%
ClearBridge Investments
661
ClearBridge Investments
New York
$889K
AWE
662
Avidian Wealth Enterprises
Texas
$882K +$2.87K +31 +0.3%
IFG
663
Independent Financial Group
California
$882K -$3.25M -35,118 -77%
1CP
664
17 Capital Partners
Arizona
$879K -$8.79K -95 -0.9%
BW
665
Basepoint Wealth
Iowa
$875K -$312K -3,368 -24%
SWM
666
SeaCrest Wealth Management
New York
$873K +$411K +4,438 +71%
HIA
667
Harbor Investment Advisory
Maryland
$863K +$96.9K +1,047 +11%
FSC
668
Full Sail Capital
Oklahoma
$862K
CCMG
669
Clark Capital Management Group
Pennsylvania
$862K +$387K +4,179 +66%
HAI
670
Hennessy Advisors Inc
California
$861K +$222K +2,400 +30%
BFS
671
Bradley Foster & Sargent
Connecticut
$859K +$41.6K +450 +4%
SW
672
SteelPeak Wealth
California
$854K -$222K -2,400 -19%
EP
673
Eudaimonia Partners
Tennessee
$853K +$83.8K +906 +10%
Credit Agricole
674
Credit Agricole
France
$850K -$312K -3,368 -25%
MGIA
675
Moneta Group Investment Advisors
Missouri
$848K +$596K +6,442 +165%