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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SKK
776
Shepherd Kaplan Krochuk
Massachusetts
$436K -$141K -1,800 -25%
OPS
777
Orion Portfolio Solutions
Nebraska
$436K +$33.5K +427 +9%
AWA
778
Arkadios Wealth Advisors
Georgia
$434K +$30.2K +385 +8%
ATPW
779
Ashton Thomas Private Wealth
Arizona
$433K +$417K +5,313 New
BUB
780
BBVA USA Bancshares
Texas
$433K +$14K +179 +3%
CT
781
Cambridge Trust
Massachusetts
$432K -$102K -1,306 -20%
LFF
782
Level Four Financial
Texas
$428K -$238K -3,037 -37%
DWM
783
Dorchester Wealth Management
Quebec, Canada
$427K – – –
CF
784
Centaurus Financial
California
$427K +$274K +3,491 +200%
LC
785
Lincoln Capital
Nebraska
$425K -$3.92K -50 -1%
NFG
786
Next Financial Group
Texas
$425K -$3.61K -46 -0.9%
FNBT
787
FineMark National Bank & Trust
Florida
$424K +$24.6K +314 +6%
PWM
788
Prentice Wealth Management
New York
$424K +$408K +5,199 New
CBT
789
CoreFirst Bank & Trust
Kansas
$423K -$23.5K -300 -5%
WTC
790
WhitTier Trust Company
Nevada
$422K – – –
FSWA
791
Financial Synergies Wealth Advisors
Texas
$416K +$392 +5 +0.1%
AWA
792
Arete Wealth Advisors
Illinois
$415K +$3.37K +43 +0.9%
MA
793
MCF Advisors
Kentucky
$415K +$35.9K +458 +10%
VAG
794
VisionPoint Advisory Group
Texas
$414K -$441K -5,620 -53%
CST
795
Charles Schwab Trust
Nevada
$414K -$172K -2,188 -31%
CC
796
Centiva Capital
New York
$413K -$220K -2,798 -36%
Fisher Asset Management
797
Fisher Asset Management
Washington
$411K -$327K -4,172 -45%
CTFG
798
Capstone Triton Financial Group
Oklahoma
$409K – – –
MA
799
Mutual Advisors
Nebraska
$409K +$167K +2,130 +74%
IPW
800
Inlet Private Wealth
Florida
$408K – – –