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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
876
Caerus Investment Advisors
Texas
$1.08M -$348K -2,221 -27%
AWM
877
Angeles Wealth Management
California
$1.08M +$57.4K +366 +7%
CF
878
Convergence Financial
Missouri
$1.07M +$922K +5,887 New
EPW
879
Endeavor Private Wealth
Kansas
$1.07M -$62.5K -399 -6%
SFS
880
Strategic Financial Services
New York
$1.07M – – –
NG
881
Norden Group
Utah
$1.07M -$5.33K -34 -0.6%
JCFM
882
JBR Co Financial Management
Oklahoma
$1.06M – – –
PL
883
Perpetual Ltd
Australia
$1.06M +$32K +204 +4%
PJWM
884
Philip James Wealth Mangement
Georgia
$1.06M -$7.83K -50 -0.9%
PA
885
Probity Advisors
Texas
$1.06M -$54.2K -346 -6%
KA
886
Kovack Advisors
Florida
$1.06M -$2.02M -12,877 -68%
SW
887
Simplicity Wealth
New Jersey
$1.06M +$57.7K +368 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
888
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.05M +$907K +5,789 New
FCP
889
Fidelis Capital Partners
Florida
$1.05M +$147K +939 +19%
JSSH
890
J. Safra Sarasin Holding
$1.05M +$26.3K +168 +3%
RWP
891
RWA Wealth Partners
Massachusetts
$1.05M +$131K +833 +17%
C
892
Certuity
Florida
$1.04M +$37.1K +237 +4%
WIA
893
Westbourne Investment Advisors
Maryland
$1.04M – – –
ST
894
Smithfield Trust
Pennsylvania
$1.04M +$721K +4,601 +413%
KFS
895
Keynote Financial Services
Connecticut
$1.04M -$15.2K -97 -2%
PWM
896
Perigon Wealth Management
California
$1.03M -$260K -1,661 -23%
LOAMS
897
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.03M +$886K +5,656 New
BEAM
898
Baker Ellis Asset Management
Washington
$1.03M +$157 +1 +0%
SIA
899
Soltis Investment Advisors
Utah
$1.03M -$3.45K -22 -0.4%
RG
900
Rathbones Group
United Kingdom
$1.03M -$153K -975 -15%