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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WI
776
Wahed Invest
New York
$997K +$16.7K +140 +2%
RCIM
777
Red Cedar Investment Management
Michigan
$992K +$890K +7,448 New
WA
778
WealthTrust Axiom
Pennsylvania
$991K -$23.3K -195 -3%
IC
779
Inscription Capital
Texas
$991K -$671K -5,611 -43%
GWCM
780
Godshalk Welsh Capital Management
Pennsylvania
$989K +$59.8K +500 +7%
MMPW
781
Mitchell McLeod Pugh & Williams
Alabama
$983K +$2.51K +21 +0.3%
NAMA
782
Nikko Asset Management Americas
New York
$977K -$48K -402 -5%
LSPW
783
Lake Street Private Wealth
Illinois
$975K +$875K +7,323 New
FNBT
784
FineMark National Bank & Trust
Florida
$975K -$16.3K -136 -2%
HAIM
785
Hunter Associates Investment Management
Pennsylvania
$973K +$120 +1 +0%
CAM
786
Creekmur Asset Management
Illinois
$970K +$871K +7,289 New
IFWM
787
Institute for Wealth Management
Colorado
$967K -$6.45K -54 -0.7%
MOS
788
MGO One Seven
Ohio
$963K -$42K -351 -5%
HWAM
789
Hennion & Walsh Asset Management
New Jersey
$963K +$346K +2,895 +67%
EGM
790
Engineers Gate Manager
New York
$962K -$6.43M -53,796 -88%
AAS
791
Ameritas Advisory Services
Nebraska
$961K +$87.3K +730 +12%
HI
792
Horizon Investments
North Carolina
$960K +$95.1K +796 +12%
GT
793
Glenview Trust
Kentucky
$957K -$19K -159 -2%
DP
794
Dearborn Partners
Illinois
$953K -$9.68K -81 -1%
CWM
795
Connecticut Wealth Management
Connecticut
$952K -$269K -2,248 -24%
Verition Fund Management
796
Verition Fund Management
Connecticut
$951K -$493K -4,128 -37%
BFS
797
Bradley Foster & Sargent
Connecticut
$949K -$17.2K -144 -2%
EWA
798
EP Wealth Advisors
California
$948K -$39.1K -327 -4%
AFIA
799
America First Investment Advisors
Nebraska
$943K
TFA
800
Teamwork Financial Advisors
Texas
$939K -$910K -7,611 -52%