We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
776
Laffer Tengler Investments
Tennessee
$464K +$342K +4,050 +300%
WCG
777
Weaver Consulting Group
California
$462K -$35.8K -424 -7%
CST
778
Charles Schwab Trust
Nevada
$462K +$33.8K +400 +8%
TCOT
779
Trust Company of Toledo
Ohio
$460K -$42.5K -504 -9%
SKK
780
Shepherd Kaplan Krochuk
Massachusetts
$459K – – –
NFG
781
Next Financial Group
Texas
$457K +$9.03K +107 +2%
CT
782
Coastline Trust
Rhode Island
$455K -$26.2K -310 -6%
CT
783
Cambridge Trust
Massachusetts
$455K – – –
SWM
784
SeaCrest Wealth Management
New York
$454K -$12.8K -152 -3%
CG
785
Colony Group
Massachusetts
$451K -$42.7K -506 -9%
IFAM
786
Institutional & Family Asset Management
Colorado
$450K -$88.6K -1,050 -17%
FNBT
787
FineMark National Bank & Trust
Florida
$450K +$3.12K +37 +0.7%
DWM
788
Dorchester Wealth Management
Quebec, Canada
$449K – – –
AWA
789
Arete Wealth Advisors
Illinois
$449K +$39.1K +463 +9%
OPS
790
Orion Portfolio Solutions
Nebraska
$448K -$10.7K -127 -2%
PWM
791
Prentice Wealth Management
New York
$448K +$1.94K +23 +0.4%
LC
792
Lincoln Capital
Nebraska
$447K – – –
CBT
793
CoreFirst Bank & Trust
Kansas
$445K – – –
SF
794
Symphony Financial
Texas
$444K -$67K -794 -13%
WTC
795
WhitTier Trust Company
Nevada
$444K – – –
MWM
796
Mission Wealth Management
California
$443K +$74.7K +885 +21%
WANY
797
Wealthspire Advisors (New York)
New York
$442K -$407K -4,818 -48%
FSWA
798
Financial Synergies Wealth Advisors
Texas
$441K +$2.7K +32 +0.6%
GC
799
Gilbert & Cook
Iowa
$441K +$11.3K +134 +3%
EF
800
Empirical Finance
Pennsylvania
$441K +$62.9K +745 +17%
30 31
32
33 34