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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Voya Financial Advisors
Connecticut
$1.02M +$406K +4,275 +67%
ACM
677
Advisors Capital Management
New Jersey
$1.02M +$162K +1,707 +19%
SKK
678
Shepherd Kaplan Krochuk
Massachusetts
$1.01M
WF
679
Welch & Forbes
Massachusetts
$1M -$66.9K -704 -6%
AMIM
680
Aull & Monroe Investment Management
Alabama
$1M -$68.9K -725 -6%
SF
681
Synovus Financial
Georgia
$999K -$9.79K -103 -1%
CAG
682
Csenge Advisory Group
Florida
$998K +$701K +7,378 +237%
Carson Wealth (CWM LLC)
683
Carson Wealth (CWM LLC)
Nebraska
$997K +$962K +10,116 +675%
FM
684
Foster & Motley
Ohio
$994K -$58.2K -612 -6%
MC
685
Moors & Cabot
Massachusetts
$993K +$51.5K +542 +6%
VLKIM
686
Van Lanschot Kempen Investment Management
Netherlands
$981K +$980K +10,313 New
MCM
687
Marathon Capital Management
Maryland
$977K +$20.9K +220 +2%
NIT
688
NumerixS Investment Technologies
British Columbia, Canada
$976K +$970K +10,200 New
PA
689
Parallel Advisors
California
$975K +$27K +284 +3%
FMT
690
First Mercantile Trust
Tennessee
$969K -$77K -810 -7%
SMC
691
Smith, Moore & Co
Missouri
$965K -$59.6K -627 -6%
DWM
692
Dakota Wealth Management
Florida
$959K -$387K -4,072 -29%
PI
693
PFS Investments
Georgia
$956K +$955K +10,048 New
SFS
694
Sowell Financial Services
Arkansas
$955K -$93.3K -981 -9%
EWA
695
EP Wealth Advisors
California
$954K +$47.9K +504 +5%
FRA
696
Front Row Advisors
California
$953K +$18.3K +192 +2%
CF
697
CNA Financial
Illinois
$952K +$951K +10,000 New
WIP
698
Wellesley Investment Partners
Massachusetts
$950K -$136K -1,432 -13%
PFSC
699
Peoples Financial Services Corp
Pennsylvania
$950K
VAS
700
Vestmark Advisory Solutions
Massachusetts
$950K +$949K +9,980 New