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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1426
Sugarloaf Wealth Management
Georgia
$2K +$93 +1 +5%
IIL
1427
Insight Inv LLC
California
$2K +$1.76K +19 New
AWM
1428
Activest Wealth Management
Florida
$2K +$2.59K +28 New
BRWM
1429
B. Riley Wealth Management
Tennessee
$1.59K +$181K +1,952 +11%
CFFP
1430
Center for Financial Planning
Michigan
$1K
CPFP
1431
Clear Perspectives Financial Planning
Ohio
$1K
CCA
1432
Column Capital Advisors
Indiana
$1K
FEG
1433
Financial Enhancement Group
Indiana
$1K
ANBT
1434
American National Bank & Trust
Texas
$1K +$1.39K +15 New
ED
1435
Exane Derivatives
France
$820
HT
1436
HighTower Trust
Texas
$546 -$740 -8 -0.1%
AWA
1437
Artemis Wealth Advisors
New York
$492 +$555 +6 New
IAIM
1438
International Assets Investment Management
Florida
$252 +$285K +3,078 New
PP
1439
PFS Partners
New Jersey
$170
WA
1440
WestEnd Advisors
North Carolina
$163 +$185 +2 New
RDIA
1441
RE Dickinson Investment Advisors
Iowa
$4
FRGX
1442
First Reserve GP XIII
Connecticut
-$185M -2,145,678 Closed
Point72 Asset Management
1443
Point72 Asset Management
Connecticut
-$118M -1,273,646 Closed
Alyeska Investment Group
1444
Alyeska Investment Group
Illinois
-$31.3M -362,436 Closed
JGC
1445
J. Goldman & Co
New York
-$26.6M -307,624 Closed
SCM
1446
SIR Capital Management
New York
-$20.5M -237,273 Closed
Squarepoint
1447
Squarepoint
New York
-$19.4M -224,624 Closed
Blackstone Inc
1448
Blackstone Inc
New York
-$16.5M -191,378 Closed
MSV
1449
MN Services Vermogensbeheer
Netherlands
-$12.5M -144,629 Closed
TC
1450
TwinBeech Capital
New York
-$11.8M -136,816 Closed