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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1176
Strategic Asset Management
Minnesota
$11K +$9.99K +138 New
Lazard Asset Management
1177
Lazard Asset Management
New York
$10K -$509K -7,038 -98%
EDRH
1178
Edmond de Rothschild Holding
Switzerland
$10K -$45.2K -625 -81%
1IA
1179
1834 Investment Advisors
Wisconsin
$10K -$7.24K -100 -41%
BWP
1180
Baldwin Wealth Partners
Massachusetts
$10K – – –
PGAM
1181
Princeton Global Asset Management
New Jersey
$10K – – –
RAM
1182
Riggs Asset Management
Pennsylvania
$10K – – –
RBC
1183
Roble Belko & Company
Pennsylvania
$10K – – –
SWA
1184
SOA Wealth Advisors
New York
$10K +$5.94K +82 +111%
BIA
1185
Bell Investment Advisors
California
$10K +$10.2K +141 New
PA
1186
PSI Advisors
Florida
$9K +$8.9K +123 New
PPWM
1187
PFG Private Wealth Management
Florida
$9K +$9.05K +125 New
TC
1188
Truvestments Capital
Florida
$8K -$869 -12 -9%
ASBI
1189
American State Bank (Iowa)
Iowa
$7.35K – – –
COCM
1190
Charter Oak Capital Management
New Hampshire
$7K -$9.99K -138 -57%
AssetMark Inc
1191
AssetMark Inc
California
$7K -$1.74K -24 -20%
IAS
1192
IMA Advisory Services
Colorado
$7K – – –
MFT
1193
Moisand Fitzgerald Tamayo
Florida
$7K – – –
PCTC
1194
Perkins Coie Trust Company
Washington
$7K – – –
RA
1195
Resolute Advisors
California
$6K -$1.23K -17 -18%
WBC
1196
West Branch Capital
Massachusetts
$6K – – –
DFCM
1197
Dark Forest Capital Management
Puerto Rico
$6K +$6.08K +84 +1,400%
GEA
1198
Glen Eagle Advisors
New Jersey
$5.39K – – –
RWM
1199
Raffa Wealth Management
District of Columbia
$5.32K – – –
CFO
1200
CVA Family Office
Colorado
$5K -$44.2K -610 -86%