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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
726
Vestmark Advisory Solutions
Massachusetts
$1.09M +$746K +5,820 +263%
SC
727
Searle & Co
Connecticut
$1.09M
BP
728
BWM Planning
Texas
$1.08M
RIA
729
Regal Investment Advisors
Michigan
$1.08M +$53.4K +417 +6%
WP
730
Westmount Partners
California
$1.07M +$384 +3 +0%
CPWA
731
Cerro Pacific Wealth Advisors
California
$1.07M -$22.3K -174 -2%
SCM
732
SCS Capital Management
Massachusetts
$1.07M -$290K -2,262 -22%
CL
733
COWA LLC
Oklahoma
$1.07M
NL
734
Navalign LLC
California
$1.06M +$39.3K +307 +4%
ABTD
735
Arvest Bank Trust Division
Oklahoma
$1.06M -$10.4K -81 -1%
VHAM
736
Van Hulzen Asset Management
California
$1.06M +$8.71K +68 +0.9%
DAS
737
Diversify Advisory Services
Utah
$1.06M +$6.02K +47 +0.6%
FHA
738
Flagship Harbor Advisors
Massachusetts
$1.05M -$35.4K -276 -3%
LGA
739
Lebenthal Global Advisors
New York
$1.05M +$60.6K +473 +7%
MSE
740
MUFG Securities EMEA
United Kingdom
$1.05M +$837K +6,531 +542%
RBI
741
Raiffeisen Bank International
Austria
$1.05M +$419K +3,269 +75%
QIM
742
Quantitative Investment Management
Virginia
$1.05M -$2.36M -18,440 -70%
ACH
743
ArrowMark Colorado Holdings
Colorado
$1.05M
Vanguard Capital Wealth Advisors
744
Vanguard Capital Wealth Advisors
Colorado
$1.05M +$339K +2,650 +53%
EGA
745
Eagle Global Advisors
Texas
$1.04M
BSA
746
Bull Street Advisors
Georgia
$1.03M
WANY
747
Wealthspire Advisors (New York)
New York
$1.03M -$104K -814 -10%
VI
748
Vestcor Inc
New Brunswick, Canada
$1.03M -$169K -1,316 -15%
FG
749
Fiduciary Group
Georgia
$1.01M
CWM
750
Cornerstone Wealth Management
Missouri
$995K +$43.6K +340 +5%