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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
901
Perigon Wealth Management
California
$970K +$12.4K +72 +1%
C
902
Certuity
Florida
$965K -$3.62K -21 -0.4%
SSA
903
South Street Advisors
New York
$964K -$86.1K -500 -8%
ST
904
Smithfield Trust
Pennsylvania
$963K
KFS
905
Keynote Financial Services
Connecticut
$961K -$1.21K -7 -0.1%
AAM
906
Alphadyne Asset Management
New York
$954K +$971K +5,642 New
BEAM
907
Baker Ellis Asset Management
Washington
$953K -$3.44K -20 -0.4%
FBC
908
Fairfield, Bush & Co
Connecticut
$950K +$58K +337 +6%
BFM
909
Boothbay Fund Management
New York
$949K +$967K +5,615 New
PA
910
Probity Advisors
Texas
$945K -$39.1K -227 -4%
HCM
911
Howland Capital Management
Massachusetts
$940K +$118K +684 +14%
SEIA
912
Signature Estate & Investment Advisors
California
$937K +$21.3K +124 +2%
WAM
913
Weatherly Asset Management
California
$933K +$41.3K +240 +5%
AIM
914
Aigen Investment Management
New York
$933K -$589K -3,419 -38%
ALA
915
Atlas Legacy Advisors
California
$932K +$68K +395 +8%
CIAS
916
CFS Investment Advisory Services
New Jersey
$922K +$4.65K +27 +0.5%
SL
917
Sentinus LLC
Illinois
$920K +$99.3K +577 +12%
CCA
918
Checchi Capital Advisers
California
$920K
EFG
919
Everhart Financial Group
Ohio
$915K +$11.9K +69 +1%
BHWM
920
Bar Harbor Wealth Management
New Hampshire
$914K +$167K +973 +22%
DIP
921
Davis Investment Partners
North Carolina
$913K +$3.62K +21 +0.4%
SC
922
Syon Capital
California
$912K +$48.5K +282 +6%
IMC Chicago
923
IMC Chicago
Illinois
$910K +$927K +5,384 New
BAM
924
Belpointe Asset Management
Nevada
$905K +$44.4K +258 +5%
AO
925
Advisor OS
Illinois
$903K +$81.9K +476 +10%