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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
1551
Desjardins Global Asset Management
Quebec, Canada
$30.9K -$449K -4,001 -94%
AI
1552
AXS Investments
New York
$30.6K -$25K -223 -47%
CT
1553
Clearstead Trust
Maine
$30K – – –
BCMLT
1554
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.7K – – –
TFM
1555
TFC Financial Management
Massachusetts
$27.6K – – –
TFGT
1556
TS Financial Group (TSFG)
Illinois
$27K – – –
MBFW
1557
Morton Brown Family Wealth
Pennsylvania
$26.3K – – –
TIM
1558
Tortoise Investment Management
New York
$25.8K -$561 -5 -2%
FCMT
1559
Founders Capital Management (Texas)
Texas
$25.8K – – –
EARNEST Partners
1560
EARNEST Partners
Georgia
$25.4K – – –
GJIA
1561
Glass Jacobson Investment Advisors
Maryland
$25.3K – – –
GA
1562
GoalVest Advisory
New York
$24K – – –
HI
1563
Hoey Investments
Pennsylvania
$24K – – –
RF
1564
Robinswood Financial
Washington
$24K – – –
CMP
1565
Coston McIsaac & Partners
Maine
$24K – – –
FWA
1566
FSC Wealth Advisors
New York
$23.9K – – –
SIS
1567
Sound Income Strategies
Florida
$23.5K – – –
SCM
1568
Silvant Capital Management
Georgia
$22.3K – – –
BBPWM
1569
Blue Bell Private Wealth Management
Pennsylvania
$22.3K +$786 +7 +4%
WBC
1570
West Branch Capital
Massachusetts
$22K – – –
GKIM
1571
GW&K Investment Management
Massachusetts
$22K +$673 +6 +3%
PPWM
1572
PFG Private Wealth Management
Florida
$21.9K -$15K -134 -42%
HWA
1573
Heritage Wealth Advisors
Virginia
$21.5K – – –
OA
1574
Operose Advisors
Wisconsin
$21.1K +$8.98K +80 +83%
AF
1575
Arrow Financial
New York
$21K – – –