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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WP
851
WealthSource Partners
California
$267K +$196K +2,408 +94%
WA
852
WBH Advisory
Maryland
$266K -$18.2K -224 -4%
RCA
853
Rowland Carmichael Advisors
Arizona
$266K +$404K +4,959 New
FMTC
854
Farmers & Merchants Trust Company
California
$265K +$17.3K +213 +5%
FSWA
855
Financial Synergies Wealth Advisors
Texas
$264K +$149K +1,832 +59%
MIC
856
Means Investment Company
Maine
$264K -$1.3K -16 -0.4%
UF
857
Univest Financial
Pennsylvania
$264K +$129K +1,588 +48%
AWS
858
AJ Wealth Strategies
New York
$264K +$401K +4,922 New
Acadian Asset Management
859
Acadian Asset Management
Massachusetts
$263K -$178K -2,183 -31%
RPC
860
Rossmore Private Capital
Connecticut
$263K -$6.18K -76 -2%
CIC
861
Crawford Investment Counsel
Georgia
$262K -$7K -86 -2%
AIM
862
Anchor Investment Management
South Carolina
$261K – – –
AWE
863
Avidian Wealth Enterprises
Texas
$261K +$154K +1,891 +64%
BEC
864
Blue Edge Capital
Virginia
$261K -$24.1K -296 -6%
PFM
865
Premier Fund Managers
United Kingdom
$260K -$3.85M -47,256 -91%
SFI
866
SPC Financial Inc
Maryland
$258K +$2.44K +30 +0.6%
SCP
867
Stamos Capital Partners
California
$258K +$391K +4,808 New
SWM
868
Segment Wealth Management
Texas
$257K -$1.91M -23,446 -83%
IAA
869
Independent Advisor Alliance
North Carolina
$257K -$30.4K -373 -7%
BPC
870
Banque Pictet & Cie
Switzerland
$257K – – –
CFG
871
Capstone Financial Group
Oklahoma
$257K – – –
SF
872
Symphony Financial
Texas
$256K +$385K +4,725 New
LHC
873
Little House Capital
Massachusetts
$255K -$25K -307 -6%
PNC
874
Park National Corp
Ohio
$255K -$20.3K -250 -5%
GCP
875
GSA Capital Partners
United Kingdom
$252K -$741K -9,111 -66%