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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
651
Smith, Moore & Co
Missouri
$1.22M +$11.6K +91 +0.9%
GIA
652
Gateway Investment Advisers
Ohio
$1.21M -$399K -3,135 -23%
CWP
653
CFM Wealth Partners
Texas
$1.21M -$6.87K -54 -0.5%
TBA
654
Tower Bridge Advisors
Pennsylvania
$1.21M -$1.65K -13 -0.1%
SWM
655
Segment Wealth Management
Texas
$1.19M +$33.3K +262 +3%
MAM
656
Martingale Asset Management
Massachusetts
$1.19M -$8.41M -66,094 -86%
FFS
657
Flavin Financial Services
Florida
$1.19M +$1.33M +10,445 New
WANY
658
Wealthspire Advisors (New York)
New York
$1.19M -$86.3K -678 -6%
FNT
659
First National Trust
Pennsylvania
$1.18M -$31.7K -249 -2%
PA
660
Parallel Advisors
California
$1.17M -$38.3K -301 -3%
JWM
661
Jeppson Wealth Management
California
$1.17M -$6.36K -50 -0.5%
DZ Bank
662
DZ Bank
Germany
$1.17M +$895K +7,036 +218%
BJL
663
Brighton Jones LLC
Washington
$1.17M +$918K +7,214 +238%
WI
664
Wahed Invest
New York
$1.16M +$8.27K +65 +0.6%
WHG
665
Westwood Holdings Group
Texas
$1.16M +$365K +2,872 +39%
FAIM
666
Financial Advocates Investment Management
Washington
$1.16M -$79.6K -626 -6%
KTA
667
Keeley-Teton Advisors
Illinois
$1.15M +$67K +527 +5%
SGAM
668
Smith Group Asset Management
Texas
$1.15M +$1.28M +10,084 New
PBC
669
Pavion Blue Capital
California
$1.15M -$2.16K -17 -0.2%
MAS
670
Meeder Advisory Services
Ohio
$1.13M -$10.3K -81 -0.8%
ATC
671
Adirondack Trust Company
New York
$1.13M -$13K -102 -1%
AAG
672
Accordant Advisory Group
Maryland
$1.12M +$1.15K +9 +0.1%
CPWA
673
Cerro Pacific Wealth Advisors
California
$1.12M +$28.6K +225 +3%
MCP
674
Martin Capital Partners
Oregon
$1.12M -$1.83M -14,393 -59%
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$1.12M -$29K -228 -2%