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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
$620K +$101K +1,181 +18%
ICM
727
Islay Capital Management
Texas
$619K – – –
BWM
728
BerganKDV Wealth Management
Minnesota
$618K -$54.2K -636 -8%
TFS
729
Thoroughbred Financial Services
Tennessee
$617K -$1.45K -17 -0.2%
NL
730
Navalign LLC
California
$616K +$29.4K +345 +5%
FHA
731
Flagship Harbor Advisors
Massachusetts
$616K +$224K +2,624 +52%
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$614K -$17.5K -205 -3%
First Manhattan
733
First Manhattan
New York
$613K – – –
IFWM
734
Institute for Wealth Management
Colorado
$613K – – –
CA
735
Cullinan Associates
Kentucky
$613K +$59.7K +700 +10%
MMPW
736
Mitchell McLeod Pugh & Williams
Alabama
$612K +$16.2K +190 +3%
BFA
737
BMS Financial Advisors
South Dakota
$608K -$15.1K -177 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
738
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$607K -$402K -4,712 -39%
EWA
739
EverSource Wealth Advisors
Alabama
$601K +$317K +3,714 +99%
DWM
740
Drive Wealth Management
Utah
$600K +$43.6K +512 +7%
IWA
741
Intercontinental Wealth Advisors
Texas
$599K -$1.45K -17 -0.2%
RPCONE
742
Retirement Planning Company of New England
Rhode Island
$598K +$767 +9 +0.1%
CCA
743
Checchi Capital Advisers
California
$596K +$8.27K +97 +1%
NEI
744
Northwest & Ethical Investments
Ontario, Canada
$596K -$17.2K -202 -3%
HVIA
745
Hudson Valley Investment Advisors
New York
$593K -$20.6K -242 -3%
WIA
746
Westbourne Investment Advisors
Maryland
$591K -$2.98K -35 -0.5%
BCM
747
Birmingham Capital Management
Alabama
$590K +$14.1K +165 +2%
CWM
748
CIBC World Markets
New York
$589K -$2.24M -26,287 -78%
TWI
749
Thomas White International
Illinois
$589K – – –
1SB
750
1ST Source Bank
Indiana
$589K +$42.6K +500 +7%