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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
776
LRT Capital Management
Texas
$936K +$306K +2,271 +46%
IFWM
777
Institute for Wealth Management
Colorado
$934K -$2.96K -22 -0.3%
ACM
778
Alta Capital Management
Utah
$933K -$427K -3,170 -30%
PFA
779
Perryman Financial Advisory
Texas
$928K +$968K +7,190 New
SFS
780
Strategic Financial Services
New York
$924K -$18.8K -140 -2%
GWCM
781
Godshalk Welsh Capital Management
Pennsylvania
$919K – – –
MP
782
Mangrove Partners
Connecticut
$919K +$958K +7,119 New
MWM
783
Mission Wealth Management
California
$915K +$141K +1,044 +17%
HAG
784
HighPoint Advisor Group
Illinois
$914K +$26.8K +199 +3%
CIA
785
Cladis Investment Advisory
Montana
$913K +$26.9K +200 +3%
CT
786
Chicago Trust
Illinois
$913K +$51.1K +380 +6%
PGFC
787
Peapack-Gladstone Financial Corp
New Jersey
$908K +$2.69K +20 +0.3%
SA
788
Strategic Advisors
New York
$905K +$673 +5 +0.1%
CCM
789
Campbell Capital Management
Florida
$903K +$942K +7,000 New
SOAM
790
SBI Okasan Asset Management
Japan
$900K +$942K +7,000 New
SCP
791
Sivia Capital Partners
California
$898K +$397K +2,950 +74%
WF
792
Welch & Forbes
Massachusetts
$896K -$23.8K -177 -2%
CC
793
Corsicana & Co
Texas
$893K -$24.2K -180 -3%
HAIM
794
Hunter Associates Investment Management
Pennsylvania
$892K +$16.8K +125 +2%
Vanguard Capital Wealth Advisors
795
Vanguard Capital Wealth Advisors
Colorado
$890K -$107K -797 -10%
TE
796
Tema ETFs
New York
$889K -$2.69K -20 -0.3%
GWAG
797
Garrett Wealth Advisory Group
Texas
$887K +$28.7K +213 +3%
BTW
798
Boston Trust Walden
Massachusetts
$885K – – –
WA
799
WealthTrust Axiom
Pennsylvania
$884K +$538 +4 +0.1%
FNT
800
First National Trust
Pennsylvania
$883K +$13.6K +101 +1%