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PSXP
PHILLIPS 66 PARTNERS LP
PSXP
PSXP
Delisted
PSXP was delisted on the 8th of March, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 176 |
AWA
176
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$16K | -450 | Closed |
|
| 177 |
LWA
177
Lenox Wealth Advisors
New York
| – | -$16K | -441 | Closed |
|
| 178 |
FPS
178
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$13K | -367 | Closed |
|
| 179 |
TWP
179
TFO Wealth Partners
Maumee,
Ohio
| – | -$13K | -361 | Closed |
|
| 180 |
QCG
180
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$13K | -357 | Closed |
|
| 181 |
181
Fidelity Investments
Boston,
Massachusetts
| – | +$37 | +1 | New |
|