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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
751
Forum Financial Management
Illinois
$462K +$482K +6,382 New
CCM
752
Coldstream Capital Management
Washington
$461K -$2.05M -27,126 -81%
MWM
753
Modera Wealth Management
New Jersey
$461K +$480K +6,355 New
PDN
754
Pensionfund DSM Netherlands
Netherlands
$456K – – –
PP
755
Patron Partners
Texas
$449K – – –
CA
756
Clearstead Advisors
Ohio
$447K -$35.9K -475 -7%
SP
757
Symmetry Partners
Connecticut
$447K – – –
BFS
758
Bradley Foster & Sargent
Connecticut
$444K +$463K +6,127 New
PCM
759
Prelude Capital Management
New York
$444K +$463K +6,131 New
RA
760
RFG Advisory
Alabama
$441K -$68.6K -908 -13%
IC
761
IEQ Capital
California
$440K -$57.4K -760 -11%
CA
762
Cullinan Associates
Kentucky
$440K +$15.1K +200 +3%
WIA
763
Westbourne Investment Advisors
Maryland
$440K +$127K +1,685 +38%
MMA
764
Miracle Mile Advisors
California
$439K -$136K -1,804 -23%
SKK
765
Shepherd Kaplan Krochuk
Massachusetts
$438K +$68K +900 +17%
CAG
766
Csenge Advisory Group
Florida
$438K +$129K +1,706 +51%
National Bank of Canada
767
National Bank of Canada
Quebec, Canada
$438K +$456K +6,039 New
HCA
768
Heck Capital Advisors
Wisconsin
$436K – – –
EWA
769
EP Wealth Advisors
California
$436K +$49.8K +659 +12%
CS
770
Comerica Securities
Michigan
$435K -$6.95K -92 -2%
FTDI
771
First Trust Direct Indexing
Massachusetts
$434K -$30K -397 -6%
AP
772
Americana Partners
Texas
$432K +$451K +5,967 New
FLPIM
773
F.L. Putnam Investment Management
Massachusetts
$430K -$45.4K -600 -9%
APWM
774
Atlas Private Wealth Management
New York
$430K -$16.4K -217 -4%
CWM
775
Cornerstone Wealth Management
Missouri
$429K +$10.1K +134 +2%