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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
726
Carroll Financial Associates
North Carolina
$435K -$17.9K -247 -4%
SF
727
Summit Financial
New Jersey
$434K +$210K +2,896 +88%
PP
728
Patron Partners
Texas
$434K +$3.4K +47 +0.8%
HIA
729
Harbor Investment Advisory
Maryland
$431K -$30K -414 -6%
APWM
730
Atlas Private Wealth Management
New York
$431K +$101K +1,398 +29%
CC
731
Corsicana & Co
Texas
$428K +$359K +4,965 +435%
ACG
732
Allen Capital Group
Nebraska
$427K +$72 +1 +0%
CS
733
Comerica Securities
Michigan
$426K -$73.3K -1,012 -14%
RG
734
Retirement Group
California
$426K +$15.6K +216 +4%
CCA
735
Childress Capital Advisors
Texas
$426K +$37K +511 +9%
BAM
736
Blueshift Asset Management
New Jersey
$424K -$2.91M -40,188 -87%
AWM
737
Altium Wealth Management
New York
$424K
HCA
738
Heck Capital Advisors
Wisconsin
$422K
FFWA
739
FRG Family Wealth Advisors
Washington
$421K -$75.6K -1,045 -15%
CTFG
740
Capstone Triton Financial Group
Oklahoma
$420K
RIM
741
Regent Investment Management
Kentucky
$419K
Fisher Asset Management
742
Fisher Asset Management
Washington
$419K +$108K +1,493 +33%
WA
743
Wealth Alliance
New York
$417K -$36.6K -505 -8%
TWI
744
Thomas White International
Illinois
$417K
TCOO
745
Trust Company of Oklahoma
Oklahoma
$415K -$612K -8,451 -59%
REMPR
746
Roof Eidam Maycock Peralta (REMP)
California
$414K
MPI
747
Mairs & Power Inc
Minnesota
$413K -$85.8K -1,186 -17%
CA
748
Cullinan Associates
Kentucky
$411K
PTC
749
Private Trust Company
Ohio
$411K +$6.8K +94 +2%
AF
750
Advisornet Financial
Minnesota
$410K -$96.1K -1,327 -18%