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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1776
Robinswood Financial
Washington
$32.7K – – –
FWA
1777
FSC Wealth Advisors
New York
$32.5K -$46.5K -323 -62%
UOTTAIMCU
1778
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$32K +$28.2K +196 New
CMP
1779
Coston McIsaac & Partners
Maine
$32K – – –
BFPW
1780
BOK Financial Private Wealth
Colorado
$31.5K -$58.4K -405 -68%
RWM
1781
Ruedi Wealth Management
Illinois
$31K +$13.8K +96 +102%
SCM
1782
Silvant Capital Management
Georgia
$30.4K – – –
BBPWM
1783
Blue Bell Private Wealth Management
Pennsylvania
$29.6K -$721 -5 -3%
OA
1784
Operose Advisors
Wisconsin
$28.7K – – –
GAA
1785
Global Assets Advisory
Florida
$28.7K +$25.4K +176 New
AF
1786
Arrow Financial
New York
$28.6K – – –
FFO
1787
Fortitude Family Office
Arizona
$28.4K – – –
RWA
1788
Redmont Wealth Advisors
Illinois
$28.4K +$25.1K +174 New
BAM
1789
Byrne Asset Management
New Jersey
$28.3K – – –
LIM
1790
Lagoda Investment Management
New York
$27.8K – – –
FFC
1791
First Financial Corp
Indiana
$27.6K -$44.2K -307 -64%
SWA
1792
SOA Wealth Advisors
New York
$26.9K – – –
RCM
1793
Raleigh Capital Management
North Carolina
$26.8K -$8.36K -58 -26%
LB
1794
Legacy Bridge
Iowa
$26.3K – – –
AWM
1795
Atticus Wealth Management
Florida
$26.1K – – –
GKIM
1796
GW&K Investment Management
Massachusetts
$26K -$865 -6 -4%
KFP
1797
Keener Financial Planning
Texas
$26K +$22.9K +159 New
WWM
1798
Wolff Wiese Magana
California
$26K – – –
CA
1799
Crewe Advisors
Utah
$24.8K +$21.9K +152 New
LAM
1800
Lummis Asset Management
Texas
$24.5K -$412K -2,861 -95%