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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1151
Austin Private Wealth
Texas
$380K +$270 +2 +0.1%
ADIM
1152
Alpha DNA Investment Management
Maryland
$380K +$31.5K +233 +9%
SAM
1153
Smartleaf Asset Management
Massachusetts
$379K +$184K +1,362 +89%
DAS
1154
Diversify Advisory Services
Utah
$378K +$101K +750 +35%
FSA
1155
Fort Sheridan Advisors
Illinois
$378K +$540 +4 +0.1%
CAL
1156
Capital Analysts LLC
Pennsylvania
$377K -$26.5K -196 -6%
PL
1157
Plancorp LLC
Missouri
$376K +$3.11K +23 +0.8%
CCA
1158
Cadent Capital Advisors
Oklahoma
$376K +$56K +415 +17%
AG
1159
AlTi Global
New York
$375K +$405 +3 +0.1%
OWP
1160
Obermeyer Wealth Partners
Colorado
$375K -$7.97K -59 -2%
FCP
1161
Fidelis Capital Partners
Florida
$374K -$49K -363 -11%
SFS
1162
Stiles Financial Services
Minnesota
$373K +$1.49K +11 +0.4%
Teacher Retirement System of Texas
1163
Teacher Retirement System of Texas
Texas
$373K -$740K -5,480 -66%
LSA
1164
Leonteq Securities AG
Switzerland
$373K +$168K +1,246 +78%
FHA
1165
First Horizon Advisors
Tennessee
$372K -$1.22K -9 -0.3%
I
1166
InceptionR
California
$371K +$381K +2,825 New
SGI
1167
Summit Global Investments
Utah
$371K +$381K +2,821 New
DAC
1168
Dividend Assets Capital
South Carolina
$369K -$8.64K -64 -2%
IAMOG
1169
Investors Asset Management of Georgia
Georgia
$368K
PA
1170
PFG Advisors
Arizona
$368K -$92.1K -682 -20%
SVWAG
1171
Sound View Wealth Advisors Group
Georgia
$368K +$77.1K +571 +26%
CCG
1172
Catalina Capital Group
California
$364K -$43.9K -325 -10%
CCIA
1173
Campbell & Co Investment Adviser
Maryland
$364K -$345K -2,555 -48%
KLWA
1174
Kelly Lawrence W & Associates
California
$363K +$136K +1,005 +57%
KCM
1175
Kanawha Capital Management
Virginia
$361K -$32.4K -240 -8%