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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AW
926
Alpha Windward
Massachusetts
$311K -$4.85K -51 -2%
WT
927
Washington Trust
Rhode Island
$309K -$6.18K -65 -2%
HIIFS
928
Harel Insurance Investments & Financial Services
Israel
$309K – – –
PAM
929
Private Asset Management
California
$309K – – –
FCH
930
Freestone Capital Holdings
Washington
$306K -$28.5K -300 -9%
FWP
931
FAS Wealth Partners
Kansas
$305K – – –
ST
932
Smithfield Trust
Pennsylvania
$303K -$1.43K -15 -0.5%
WJA
933
Williams Jones & Associates
New York
$303K +$19K +200 +7%
DSC
934
Duncker Streett & Co
Missouri
$300K +$47.5K +500 +20%
Kovitz Investment Group Partners
935
Kovitz Investment Group Partners
Illinois
$299K -$19K -200 -6%
BC
936
Bartlett & Co
Ohio
$298K – – –
CPIG
937
Chicago Partners Investment Group
Illinois
$298K +$15.2K +160 +6%
TCM
938
Teza Capital Management
Illinois
$297K +$279K +2,937 New
EDRIA
939
Edmonds Duncan Registered Investment Advisors
Kansas
$296K – – –
WA
940
WP Advisors
California
$296K +$1.9K +20 +0.7%
AI
941
Atria Investments
North Carolina
$295K +$53.6K +564 +24%
MWM
942
Mission Wealth Management
California
$294K +$276K +2,907 New
AssetMark Inc
943
AssetMark Inc
California
$292K -$64.8K -682 -19%
NA
944
Navellier & Associates
Nevada
$290K -$827K -8,700 -75%
TCOV
945
Trust Company of Vermont
Vermont
$290K -$23.2K -244 -8%
SHCM
946
Stokes & Hubbell Capital Management
Louisiana
$290K -$856 -9 -0.3%
ID
947
Integral Derivatives
New York
$289K +$271K +2,853 New
MTC
948
McDaniel Terry & Co
Texas
$288K – – –
MWP
949
Moller Wealth Partners
$286K -$269K -2,826 -50%
AA
950
Apriem Advisors
California
$286K -$14.7K -155 -5%