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Phillips 66 Partners LP

CUSIP: 718549207 | 518 institutional holders

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2021

Alps Advisors Inc9,364,267
0.1% of portfolio›$337.8K
Bank of America Corp5,342,009
0.0% of portfolio›$192.7K
JPMorgan Chase & Co3,729,418
0.0% of portfolio›$134.5K
First Reserve GP Xiii Ltd3,152,102
100.0% of portfolio›$113.7K
UBS Group AG2,263,566
0.0% of portfolio›$81.6K
Tortoise Capital Advisors, L.L.C.1,802,837
0.1% of portfolio›$65.0K
Chickasaw Capital Management LLC1,581,485
0.6% of portfolio›$57.0K
Mirae Asset Global Investments Co., Ltd.1,520,390
0.0% of portfolio›$54.8K
Morgan Stanley1,499,820
0.0% of portfolio›$54.1K
Barclays PLC1,172,474
0.0% of portfolio›$42.3K
Deutsche Bank Ag\1,066,679
0.0% of portfolio›$38.5K
Bank of Montreal858,000
0.0% of portfolio›$32.0K
Infrastructure Capital Advisors, LLC798,071
5.9% of portfolio›$28.8K
Kayne Anderson Capital Advisors LP748,461
0.0% of portfolio›$27.0K
Goldman Sachs Group Inc668,452
0.0% of portfolio›$24.1K
CSS LLC574,801
0.1% of portfolio›$20.7K
Natixis500,900
0.0% of portfolio›$18.1K
Nexpoint Asset Management, L.P.461,012
0.2% of portfolio›$16.6K
Blackstone Inc.435,766
0.0% of portfolio›$15.7K
Longfellow Investment Management Co LLC383,603
0.2% of portfolio›$13.8K
Citigroup Inc360,840
0.0% of portfolio›$13.0K
Miller Howard Investments Inc353,824
0.0% of portfolio›$12.8K
ING Groep NV350,400
0.0% of portfolio›$12.6K
Spirit of America Management Corp190,809
0.0% of portfolio›$6.9K
Wells Fargo & Company180,283
0.0% of portfolio›$6.5K
Raymond James Financial Services Advisors, Inc.152,526
0.0% of portfolio›$5.5K
Fort Point Capital Partners LLC150,000
0.0% of portfolio›$5.4K
RR Advisors, LLC140,000
0.1% of portfolio›$5.1K
Credit Suisse AG/131,193
0.0% of portfolio›$4.7K
Arkfeld Wealth Strategies, L.L.C.113,373
0.0% of portfolio›$4.9K
First Trust Advisors LP112,449
0.0% of portfolio›$4.1K
Dupont Capital Management Corp102,100
0.0% of portfolio›$3.7K
HighTower Advisors, LLC97,057
0.0% of portfolio›$3.5K
Fractal Investments LLC92,705
0.1% of portfolio›$3.3K
Sovereign Investment Advisors, LLC84,259
1.2% of portfolio›$3.0K
Atlantic Trust Group, LLC81,368
0.0% of portfolio›$2.9K
Independent Financial Group, LLC78,648
0.2% of portfolio›$2.8M
Eagle Global Advisors LLC78,480
0.0% of portfolio›$2.8K
Texas Yale Capital Corp.77,875
0.0% of portfolio›$2.8K
Northeast Financial Consultants Inc74,700
0.0% of portfolio›$2.7K
Neuberger Berman Group LLC73,087
0.0% of portfolio›$2.6K
Jump Financial, LLC69,025
0.0% of portfolio›$2.5K
State of Tennessee, Department of Treasury67,510
0.0% of portfolio›$2.4K
Morningstar Investment Management LLC61,121
0.1% of portfolio›$2.2K
Raymond James & Associates60,679
0.0% of portfolio›$2.2K
Olympiad Research LP57,635
0.0% of portfolio›$2.1K
Qube Research & Technologies Ltd56,750
0.0% of portfolio›$2.0K
Virtus Advisers, LLC56,530
0.0% of portfolio›$2.0K
LexAurum Advisors, LLC53,000
0.1% of portfolio›$1.9K
Royal Bank of Canada51,136
0.0% of portfolio›$1.8K
LPL Financial LLC47,519
0.0% of portfolio›$1.7K
Vident Investment Advisory, LLC47,373
0.0% of portfolio›$1.7K
Tortoise Index Solutions, LLC47,373
0.0% of portfolio›$1.7K
Edge Capital Group, LLC44,000
0.0% of portfolio›$1.6K
Cresset Asset Management, LLC41,874
0.0% of portfolio›$1.5K
Jane Street Group, LLC40,736
0.0% of portfolio›$1.5K
Dividend Assets Capital, LLC39,899
0.0% of portfolio›$1.4K
Alphasimplex Group, LLC35,134
0.1% of portfolio›$1.3K
Castleark Management LLC34,587
0.0% of portfolio›$1.2K
Silvercrest Asset Management Group LLC33,741
0.0% of portfolio›$1.2K
Cincinnati Insurance Co32,053
0.0% of portfolio›$1.2K
Citadel Advisors LLC31,446
0.0% of portfolio›$1.1K
Autus Asset Management, LLC27,000
0.0% of portfolio›$974
Invesco Ltd.26,732
0.0% of portfolio›$964
BNP Paribas Financial Markets26,453
0.0% of portfolio›$954.2K
Pinnacle Holdings, LLC25,644
0.4% of portfolio›$925.0K
Osaic Holdings, Inc.25,522
0.0% of portfolio›$922
Parametric Portfolio Associates LLC24,895
0.0% of portfolio›$898
Blair William & Co24,460
0.0% of portfolio›$882
TBH Global Asset Management, LLC24,000
0.0% of portfolio›$866
Heronetta Management, L.P.23,200
0.6% of portfolio›$837
CFM Wealth Partners LLC21,770
0.0% of portfolio›$827
Donoghue Forlines LLC16,780
0.0% of portfolio›$605
Tiedemann Wealth Management, LLC15,985
0.0% of portfolio›$577
SG Americas Securities, LLC15,896
0.0% of portfolio›$573
Teacher Retirement System of Texas15,026
0.0% of portfolio›$542
HAP Trading, LLC14,972
0.0% of portfolio›$540
Mariner, LLC14,905
0.0% of portfolio›$538
Spreng Capital Management, Inc.14,300
0.0% of portfolio›$516
Lincoln National Corp14,134
0.0% of portfolio›$510
HYA Advisors, Inc12,765
0.0% of portfolio›$460
Cambridge Investment Research Advisors, Inc.12,568
0.0% of portfolio›$453
Commonwealth Equity Services, LLC12,519
0.0% of portfolio›$451
American Financial Group Inc12,500
0.0% of portfolio›$451
Cohen & Steers, Inc.11,948
0.0% of portfolio›$431
Group One Trading LLC11,788
0.0% of portfolio›$425
Wolverine Trading, LLC11,691
0.0% of portfolio›$424
Groesbeck Investment Management Corp11,500
0.0% of portfolio›$414
1900 Wealth Management LLC11,425
0.0% of portfolio›$412
Salient Trust Co LTA10,800
0.0% of portfolio›$390
Mutual Advisors, LLC10,650
0.0% of portfolio›$384
ARS Investment Partners, LLC9,700
0.0% of portfolio›$350
CIBC Asset Management Inc9,665
0.0% of portfolio›$349
PNC Financial Services Group, Inc.8,835
0.0% of portfolio›$319
Fort Washington Investment Advisors Inc7,969
0.0% of portfolio›$287
Janney Montgomery Scott LLC7,898
0.0% of portfolio›$285
First Republic Investment Management, Inc.7,848
0.0% of portfolio›$283
Keybank National Association7,608
0.0% of portfolio›$274
Arrow Investment Advisors, LLC7,383
0.0% of portfolio›$266
Avalon Advisors, LLC7,348
0.0% of portfolio›$265
Virtu Financial LLC7,111
0.0% of portfolio›$256
Verition Fund Management LLC7,000
0.0% of portfolio›$252
Brookstone Capital Management6,973
0.0% of portfolio›$287
Cetera Advisor Networks LLC6,312
0.0% of portfolio›$228
Van Eck Associates Corp6,093
0.0% of portfolio›$220
Sphinx Trading, LP6,000
0.0% of portfolio›$216
Williams Jones Wealth Management, Llc.6,000
0.0% of portfolio›$216
AE Wealth Management LLC5,997
0.0% of portfolio›$216
Arrowstreet Capital, Limited Partnership5,970
0.0% of portfolio›$215
Institutional & Family Asset Management, LLC5,050
0.0% of portfolio›$182
Geneos Wealth Management Inc.4,838
0.0% of portfolio›$174
Bollard Group LLC4,103
0.0% of portfolio›$148
PenderFund Capital Management Ltd.4,100
0.0% of portfolio›$187
Pacer Advisors, Inc.3,704
0.0% of portfolio›$134
Spire Wealth Management3,207
0.0% of portfolio›$116
Captrust Financial Advisors2,708
0.0% of portfolio›$98
AdvisorNet Financial, Inc2,597
0.0% of portfolio›$94
Signaturefd, LLC2,250
0.0% of portfolio›$81
IFP Advisors, Inc2,223
0.0% of portfolio›$82
Vestcor Inc2,144
0.0% of portfolio›$77
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,000
0.0% of portfolio›$72
Carmichael Hill & Associates, Inc.1,853
0.0% of portfolio›$67
Rockefeller Capital Management L.P.1,598
0.0% of portfolio›$57
FourThought Financial, LLC1,597
0.0% of portfolio›$58
Avion Wealth1,500
0.0% of portfolio›$54
Rockbridge Investment Management, LCC1,287
0.0% of portfolio›$46
Lee Financial Co1,233
0.0% of portfolio›$44
Harbour Investments, Inc.1,156
0.0% of portfolio›$42
Fifth Third Bancorp1,120
0.0% of portfolio›$40
Ancora Advisors LLCA1,000
0.0% of portfolio›$36
Tower Research Capital LLC (TRC)912
0.0% of portfolio›$33
Parkside Financial Bank & Trust912
0.0% of portfolio›$33
American Portfolios Advisors798
0.0% of portfolio›$28.8K
FTB Advisors, Inc.654
0.0% of portfolio›$24
Next Financial Group, Inc645
0.0% of portfolio›$23
Washington Trust Co630
0.0% of portfolio›$23
Cutler Group LP535
0.0% of portfolio›$19
Sterling Investment Advisors, Ltd.500
0.0% of portfolio›$18
CWM, LLC500
0.0% of portfolio›$18
Mark Sheptoff Financial Planning, LLC500
0.0% of portfolio›$18
State of Wyoming447
0.0% of portfolio›$16
Larson Financial Group LLC355
0.0% of portfolio›$13
Ahrens Investment Partners LLC350
0.0% of portfolio›$13
Peak6 Investments LLC314
0.0% of portfolio›$11
Patriot Financial Group Insurance Agency, LLC300
0.0% of portfolio›$11
Disciplined Investments, LLC300
0.0% of portfolio›$11
PSI Advisors, LLC275
0.0% of portfolio›$10
Exchange Traded Concepts, LLC208
0.0% of portfolio›$8
UMB Bank, n.a.200
0.0% of portfolio›$7
Strategic Asset Management, LLC200
0.0% of portfolio›$7
Zullo Investment Group, Inc.200
0.0% of portfolio›$7
Sandy Spring Bank185
0.0% of portfolio›$7
Reilly Financial Advisors, LLC178
0.0% of portfolio›$6
Jnba Financial Advisors80
0.0% of portfolio›$3
Carroll Financial Associates, Inc.79
0.0% of portfolio›$2
Wolff Wiese Magana LLC51
0.0% of portfolio›$2
FMR LLC1
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Alps Advisors Inc
9,364,267$337.8K0.1%YieldLowDenver, CO2022-02-09
Bank of America Corp
5,342,009$192.7K0.0%CoreLowCharlotte, NC2022-02-08
JPMorgan Chase & Co
3,729,418$134.5K0.0%GrowthMediumNew York, NY2022-02-11
First Reserve GP Xiii Ltd
3,152,102$113.7K100.0%YieldVery LowStamford, CT2022-02-14
UBS Group AG
2,263,566$81.6K0.0%CoreMediumZurich, Switzerland2022-02-14
Tortoise Capital Advisors, L.L.C.
1,802,837$65.0K0.1%YieldLowOverland Park, KS2022-02-14
Chickasaw Capital Management LLC
1,581,485$57.0K0.6%YieldLowMemphis, TN2022-01-11
Mirae Asset Global Investments Co., Ltd.
1,520,390$54.8K0.0%GrowthLowSeoul, Malaysia2022-02-08
Morgan Stanley
1,499,820$54.1K0.0%CoreLowNew York, NY2022-02-14
Barclays PLC
1,172,474$42.3K0.0%CoreMediumLondon, United Kingdom2022-02-23
Deutsche Bank Ag\
1,066,679$38.5K0.0%CoreMediumFrankfurt Am Main, Hong Kong2022-02-16
Bank of Montreal
858,000$32.0K0.0%CoreLowToronto, Australia2022-02-11
Infrastructure Capital Advisors, LLC
798,071$28.8K5.9%YieldMediumNew York, NY2022-02-11
Kayne Anderson Capital Advisors LP
748,461$27.0K0.0%YieldLowLos Angeles, CA2022-02-07
Goldman Sachs Group Inc
668,452$24.1K0.0%CoreMediumNew York, NY2022-02-17
CSS LLC
574,801$20.7K0.1%Deep ValueHighChicago, IL2022-02-14
Natixis
500,900$18.1K0.0%GARPHighParis, India2022-02-14
Nexpoint Asset Management, L.P.
461,012$16.6K0.2%YieldVery HighDallas, TX2022-02-14
Blackstone Inc.
435,766$15.7K0.0%YieldLowNew York, NY2022-02-14
Longfellow Investment Management Co LLC
383,603$13.8K0.2%YieldMediumBoston, MA2022-02-14
Citigroup Inc
360,840$13.0K0.0%CoreMediumNew York, NY2022-02-10
Miller Howard Investments Inc
353,824$12.8K0.0%YieldMediumKingston, NY2022-02-03
ING Groep NV
350,400$12.6K0.0%GrowthHighAmsterdam, Philippines2022-02-11
Spirit of America Management Corp
190,809$6.9K0.0%GARPLowSyosset, NY2022-01-19
Wells Fargo & Company
180,283$6.5K0.0%CoreLowSan Francisco, CA2022-02-14
Raymond James Financial Services Advisors, Inc.
152,526$5.5K0.0%GrowthVery LowSt. Petersburg, FL2022-02-08
Fort Point Capital Partners LLC
150,000$5.4K0.0%ETFLowSan Francisco, CA2022-02-14
RR Advisors, LLC
140,000$5.1K0.1%YieldLowDallas, TX2022-02-11
Credit Suisse AG/
131,193$4.7K0.0%N/AN/AZurich, Switzerland2022-02-14
Arkfeld Wealth Strategies, L.L.C.
113,373$4.9K0.0%ValueLowOmaha, NE2022-01-19
First Trust Advisors LP
112,449$4.1K0.0%CoreMediumWheaton, IL2022-02-08
Dupont Capital Management Corp
102,100$3.7K0.0%GARPLowWilmington, DE2022-01-31
HighTower Advisors, LLC
97,057$3.5K0.0%IndexLowChicago, IL2022-02-10
Fractal Investments LLC
92,705$3.3K0.1%YieldLowGlastonbury, CT2022-02-09
Sovereign Investment Advisors, LLC
84,259$3.0K1.2%ETFLowPhoenix, AZ2022-02-07
Atlantic Trust Group, LLC
81,368$2.9K0.0%N/AN/AAtlanta, 2Q2022-04-04
Independent Financial Group, LLC
78,648$2.8M0.2%GrowthLowSan Diego, CA2026-06-15
Eagle Global Advisors LLC
78,480$2.8K0.0%CoreLowHouston, TX2022-02-01
Texas Yale Capital Corp.
77,875$2.8K0.0%GARPVery LowSt. Petersburg, FL2022-02-10
Northeast Financial Consultants Inc
74,700$2.7K0.0%GrowthVery LowWestport, CT2022-02-11
Neuberger Berman Group LLC
73,087$2.6K0.0%CoreMediumNew York, NY2022-02-11
Jump Financial, LLC
69,025$2.5K0.0%ValueVery HighChicago, IL2022-02-10
State of Tennessee, Department of Treasury
67,510$2.4K0.0%CoreLowNashville, TN2022-02-15
Morningstar Investment Management LLC
61,121$2.2K0.1%CoreMediumChicago, IL2022-02-01
Raymond James & Associates
60,679$2.2K0.0%N/AN/ASt Petersburg, FL2022-02-08
Olympiad Research LP
57,635$2.1K0.0%Deep ValueVery HighStamford, CT2022-02-09
Qube Research & Technologies Ltd
56,750$2.0K0.0%ValueVery HighLondon, United Kingdom2022-02-10
Virtus Advisers, LLC
56,530$2.0K0.0%ValueHighHartford, CT2022-02-14
LexAurum Advisors, LLC
53,000$1.9K0.1%ETFLowOverland Park, KS2022-01-24
Royal Bank of Canada
51,136$1.8K0.0%CoreLowToronto, Australia2022-02-14
LPL Financial LLC
47,519$1.7K0.0%IndexVery LowFort Mill, SC2022-02-14
Vident Investment Advisory, LLC
47,373$1.7K0.0%N/AN/AAlpharetta, GA2022-02-14
Tortoise Index Solutions, LLC
47,373$1.7K0.0%N/AN/ALeawood, KS2022-02-11
Edge Capital Group, LLC
44,000$1.6K0.0%GrowthVery LowAtlanta, GA2022-01-19
Cresset Asset Management, LLC
41,874$1.5K0.0%GrowthLowChicago, IL2022-02-10
Jane Street Group, LLC
40,736$1.5K0.0%CoreVery HighNew York, NY2022-02-15
Dividend Assets Capital, LLC
39,899$1.4K0.0%CoreLowRidgeland, SC2022-02-23
Alphasimplex Group, LLC
35,134$1.3K0.1%N/AN/ACambridge, MA2022-02-10
Castleark Management LLC
34,587$1.2K0.0%GrowthHighChicago, IL2022-02-16
Silvercrest Asset Management Group LLC
33,741$1.2K0.0%CoreMediumNew York, NY2022-02-14
Cincinnati Insurance Co
32,053$1.2K0.0%CoreLowFairfield, OH2022-02-11
Citadel Advisors LLC
31,446$1.1K0.0%CoreVery HighMiami, FL2022-02-14
Autus Asset Management, LLC
27,000$9740.0%N/AN/AScottsdale, AZ2022-01-14
Invesco Ltd.
26,732$9640.0%GrowthLowAtlanta, GA2022-02-14
BNP Paribas Financial Markets
26,453$954.2K0.0%CoreMediumParis, India2022-02-09
Pinnacle Holdings, LLC
25,644$925.0K0.4%YieldLowTulsa, OK2022-02-14
Osaic Holdings, Inc.
25,522$9220.0%IndexLowScottsdale, AZ2022-02-03
Parametric Portfolio Associates LLC
24,895$8980.0%N/AN/ASeattle, WA2022-02-15
Blair William & Co
24,460$8820.0%MomentumLowChicago, IL2022-02-14
TBH Global Asset Management, LLC
24,000$8660.0%CoreHighBrentwood, TN2022-02-04
Heronetta Management, L.P.
23,200$8370.6%YieldVery LowNew York, NY2022-02-03
CFM Wealth Partners LLC
21,770$8270.0%GrowthLowAustin, TX2022-01-21
Donoghue Forlines LLC
16,780$6050.0%CoreVery HighBoston, MA2022-02-11
Tiedemann Wealth Management, LLC
15,985$5770.0%N/AN/ANew York, NY2022-02-09
SG Americas Securities, LLC
15,896$5730.0%GrowthHighNew York, NY2022-02-07
Teacher Retirement System of Texas
15,026$5420.0%GrowthMediumAustin, TX2022-02-10
HAP Trading, LLC
14,972$5400.0%GrowthVery HighNew York, NY2022-02-14
Mariner, LLC
14,905$5380.0%GrowthLowOverland Park, KS2022-02-14
Spreng Capital Management, Inc.
14,300$5160.0%ETFLowBucyrus, OH2022-02-01
Lincoln National Corp
14,134$5100.0%ETFN/ARadnor, PA2022-01-26
HYA Advisors, Inc
12,765$4600.0%N/AN/ASpringfield, MO2022-01-26
Cambridge Investment Research Advisors, Inc.
12,568$4530.0%ETFLowFairfield, IA2022-02-03
Commonwealth Equity Services, LLC
12,519$4510.0%ETFLowWaltham, MA2022-01-31
American Financial Group Inc
12,500$4510.0%YieldMediumCincinnati, OH2022-02-10
Cohen & Steers, Inc.
11,948$4310.0%YieldMediumNew York, NY2022-02-14
Group One Trading LLC
11,788$4250.0%ValueVery HighChicago, IL2022-02-11
Wolverine Trading, LLC
11,691$4240.0%GrowthHighChicago, IL2022-02-14
Groesbeck Investment Management Corp
11,500$4140.0%GrowthVery LowGlen Rock, NJ2022-02-01
1900 Wealth Management LLC
11,425$4120.0%ETFLowSan Antonio, TX2022-01-31
Salient Trust Co LTA
10,800$3900.0%N/AN/AHouston, TX2022-01-14
Mutual Advisors, LLC
10,650$3840.0%ETFLowOmaha, NE2022-02-14
ARS Investment Partners, LLC
9,700$3500.0%GrowthMediumNew York, NY2022-02-11
CIBC Asset Management Inc
9,665$3490.0%GARPLowToronto, South Africa2022-02-08
PNC Financial Services Group, Inc.
8,835$3190.0%GrowthVery LowPittsburgh, PA2022-02-11
Fort Washington Investment Advisors Inc
7,969$2870.0%CoreLowCincinnati, OH2022-02-07
Janney Montgomery Scott LLC
7,898$2850.0%CoreLowPhiladelphia, PA2022-01-27
First Republic Investment Management, Inc.
7,848$2830.0%N/AN/ASan Francisco, CA2022-02-09
Keybank National Association
7,608$2740.0%CoreLowBrooklyn, OH2022-02-07
Arrow Investment Advisors, LLC
7,383$2660.0%Agg GrowthMediumLaurel, MD2022-02-15
Avalon Advisors, LLC
7,348$2650.0%N/AN/AHouston, TX2022-02-14
Virtu Financial LLC
7,111$2560.0%GARPVery HighNew York, NY2022-02-17
Verition Fund Management LLC
7,000$2520.0%ValueHighGreenwich, CT2022-05-03
Brookstone Capital Management
6,973$2870.0%ETFMediumWheaton, IL2022-01-11
Cetera Advisor Networks LLC
6,312$2280.0%N/AN/AEl Segundo, CA2022-02-14
Van Eck Associates Corp
6,093$2200.0%GrowthMediumNew York, NY2022-01-26
Sphinx Trading, LP
6,000$2160.0%N/AN/AChicago, IL2022-01-31
Williams Jones Wealth Management, Llc.
6,000$2160.0%GrowthLowNew York, NY2022-02-14
AE Wealth Management LLC
5,997$2160.0%CoreMediumTopeka, KS2022-01-20
Arrowstreet Capital, Limited Partnership
5,970$2150.0%GARPHighBoston, MA2022-02-14
Institutional & Family Asset Management, LLC
5,050$1820.0%YieldVery LowFort Collins, CO2022-02-14
Geneos Wealth Management Inc.
4,838$1740.0%ETFLowEnglewood, CO2022-02-09
Bollard Group LLC
4,103$1480.0%CoreVery LowBoston, MA2022-02-11
PenderFund Capital Management Ltd.
4,100$1870.0%Deep ValueVery HighVancouver, UAE2022-02-16
Pacer Advisors, Inc.
3,704$1340.0%ValueHighMalvern, PA2022-02-03
Spire Wealth Management
3,207$1160.0%GrowthMediumMclean, VA2022-01-14
Captrust Financial Advisors
2,708$980.0%IndexLowRaleigh, NC2022-02-14
AdvisorNet Financial, Inc
2,597$940.0%ETFLowMinnetonka, MN2022-01-19
Signaturefd, LLC
2,250$810.0%IndexLowAtlanta, GA2022-01-25
IFP Advisors, Inc
2,223$820.0%GrowthLowTampa, FL2022-01-12
Vestcor Inc
2,144$770.0%CoreMediumFredericton, Armenia2022-02-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,000$720.0%GrowthVery LowBoston, MA2022-02-14
Carmichael Hill & Associates, Inc.
1,853$670.0%GrowthVery LowGaithersburg, MD2022-01-31
Rockefeller Capital Management L.P.
1,598$570.0%CoreLowNew York, NY2022-02-14
FourThought Financial, LLC
1,597$580.0%N/AN/AVenice, FL2022-01-14
Avion Wealth
1,500$540.0%ETFLowThe Woodlands, TX2022-01-26
Rockbridge Investment Management, LCC
1,287$460.0%ETFVery LowSyracuse, NY2022-02-14
Lee Financial Co
1,233$440.0%ETFVery LowDallas, TX2022-02-08
Harbour Investments, Inc.
1,156$420.0%ETFLowMadison, WI2022-02-16
Fifth Third Bancorp
1,120$400.0%IndexVery LowCincinnati, OH2022-02-01
Ancora Advisors LLCActivist
1,000$360.0%ValueMediumCleveland, OH2022-02-14
Tower Research Capital LLC (TRC)
912$330.0%GARPVery HighNew York, NY2022-02-14
Parkside Financial Bank & Trust
912$330.0%CoreVery LowSaint Louis, MO2022-03-01
American Portfolios Advisors
798$28.8K0.0%N/AN/AHolbrook, NY2023-03-21
FTB Advisors, Inc.
654$240.0%GrowthVery LowMemphis, TN2022-02-09
Next Financial Group, Inc
645$230.0%N/AN/AHouston, TX2022-02-15
Washington Trust Co
630$230.0%GrowthVery LowWesterly, RI2022-02-09
Cutler Group LP
535$190.0%N/AN/ASan Francisco, CA2022-01-18
Sterling Investment Advisors, Ltd.
500$180.0%GrowthLowBerwyn, PA2022-02-02
CWM, LLC
500$180.0%GrowthVery LowOmaha, NE2022-01-31
Mark Sheptoff Financial Planning, LLC
500$180.0%GrowthLowGlastonbury, CT2022-02-11
State of Wyoming
447$160.0%ValueHighCheyenne, WY2022-02-11
Larson Financial Group LLC
355$130.0%GrowthLowSt Louis, MO2022-02-03
Ahrens Investment Partners LLC
350$130.0%N/AN/ALafayette, LA2022-01-21
Peak6 Investments LLC
314$110.0%N/AN/AChicago, IL2022-02-11
Patriot Financial Group Insurance Agency, LLC
300$110.0%GrowthLowWalpole, MA2022-01-10
Disciplined Investments, LLC
300$110.0%ETFVery LowTulsa, OK2022-01-20
PSI Advisors, LLC
275$100.0%ETFLowTampa, FL2022-02-11
Exchange Traded Concepts, LLC
208$80.0%GrowthMediumOklahoma City, OK2022-01-13
UMB Bank, n.a.
200$70.0%CoreLowKansas City, MO2022-02-09
Strategic Asset Management, LLC
200$70.0%N/AN/ARochester, MN2022-01-26
Zullo Investment Group, Inc.
200$70.0%GrowthVery LowScranton, PA2022-02-16
Sandy Spring Bank
185$70.0%N/AN/AOlney, MD2022-02-11
Reilly Financial Advisors, LLC
178$60.0%N/AN/ALa Mesa, CA2022-01-25
Jnba Financial Advisors
80$30.0%ETFMediumBloomington, MN2022-02-03
Carroll Financial Associates, Inc.
79$20.0%N/AN/ACharlotte, NC2022-01-06
Wolff Wiese Magana LLC
51$20.0%GrowthLowCarslbad, CA2022-01-18
FMR LLC
1$00.0%GrowthMediumBoston, MA2022-02-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-02-07