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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
801
Peoples Bank (Ohio)
Ohio
$857K +$1.28K +10 +0.2%
PTC
802
Private Trust Company
Ohio
$857K -$37.2K -290 -4%
CRC
803
Curi RMB Capital
Illinois
$852K +$2.69K +21 +0.3%
AFG
804
American Financial Group
Ohio
$850K
SAI
805
Savvy Advisors Inc
New York
$848K +$209K +1,634 +36%
1SB
806
1ST Source Bank
Indiana
$846K -$4.36K -34 -0.5%
PP
807
Prudential plc
United Kingdom
$846K -$561K -4,380 -41%
SS
808
Sunbelt Securities
Texas
$846K +$219K +1,707 +38%
ACG
809
Allen Capital Group
Nebraska
$845K +$1.28K +10 +0.2%
SSA
810
South Street Advisors
New York
$843K +$25.6K +200 +3%
AFG
811
Atomi Financial Group
New York
$841K +$87.5K +683 +12%
AFP
812
Ausdal Financial Partners
Iowa
$839K +$41K +320 +5%
VA
813
Valmark Advisers
Ohio
$838K -$24.9K -194 -3%
HCA
814
Heck Capital Advisors
Wisconsin
$833K +$9.61K +75 +1%
WAS
815
Wealth Advisory Solutions
Indiana
$826K -$5.13K -40 -0.7%
MWM
816
Mission Wealth Management
California
$823K +$3.59K +28 +0.5%
SF
817
Symphony Financial
Texas
$819K +$103K +806 +15%
SFS
818
Strategic Financial Services
New York
$816K +$256 +2 +0%
PWM
819
Perigon Wealth Management
California
$815K +$291K +2,271 +61%
AC
820
AlphaCore Capital
California
$812K +$152K +1,185 +25%
FA
821
Fiduciary Alliance
South Carolina
$810K -$86.7K -677 -10%
MGIA
822
Matthew Goff Investment Advisor
Texas
$808K
PJWM
823
Philip James Wealth Mangement
Georgia
$806K -$51K -398 -6%
Group One Trading
824
Group One Trading
Illinois
$803K +$594K +4,639 +366%
EWM
825
EPG Wealth Management
Georgia
$801K +$55.5K +433 +8%