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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

PSXP was delisted on the 8th of March, 2022.

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
151
Winslow Evans & Crocker
Massachusetts
$114K – – –
Lazard Asset Management
152
Lazard Asset Management
New York
$113K – – –
MMG
153
Monetary Management Group
Missouri
$113K – – –
SignatureFD
154
SignatureFD
Georgia
$98K – – –
LF
155
Lee Financial
Texas
$95K +$14.4K +269 +19%
EW
156
Evoke Wealth
California
$92K +$87K +1,624 New
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$91K – – –
CG
158
Cutler Group
California
$87K +$82.9K +1,546 New
Geneos Wealth Management
159
Geneos Wealth Management
Colorado
$79K +$268 +5 +0.4%
APA
160
American Portfolios Advisors
New York
$73.6K +$34.8K +650 +100%
LC
161
Lindbrook Capital
California
$70K – – –
TFA
162
Toth Financial Advisory
Virginia
$62K – – –
S
163
Seeyond
France
$61K – – –
AIL
164
AGF Investments LLC
Ontario, Canada
$54K +$2.57K +48 +5%
First Horizon Advisors
165
First Horizon Advisors
Tennessee
$54K +$11.8K +221 +30%
MSFP
166
Mark Sheptoff Financial Planning
Connecticut
$40K – – –
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
LWA
168
Lenox Wealth Advisors
New York
$25K +$23.6K +441 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$24K – – –
POIA
170
Pin Oak Investment Advisors
Texas
$21K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
GWAG
172
Garrett Wealth Advisory Group
Texas
$19.4K +$18.3K +342 New
Steward Partners Investment Advisory
173
Steward Partners Investment Advisory
New York
$17K +$16.1K +301 New
RFWA
174
RPg Family Wealth Advisory
Massachusetts
$17K – – –
Pathstone Family Office
175
Pathstone Family Office
New Jersey
$16K +$15.1K +282 New