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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
876
Retirement Planning Company of New England
Rhode Island
$781K +$26.8K +224 +4%
CL
877
Choreo LLC
Illinois
$777K +$77.5K +648 +12%
PWPS
878
Pinnacle Wealth Planning Services
Ohio
$774K -$3.11K -26 -0.4%
RG
879
Retirement Group
California
$774K +$120 +1 +0%
TCOT
880
Trust Company of Toledo
Ohio
$772K -$17.2K -144 -2%
WTC
881
WhitTier Trust Company
Nevada
$771K
OFS
882
OneAscent Financial Services
Alabama
$770K +$309K +2,584 +81%
AMBIA
883
Allen Mooney & Barnes Investment Advisors
Georgia
$767K +$5.14K +43 +0.8%
PAM
884
Palisade Asset Management
Minnesota
$766K
MYIA
885
Mount Yale Investment Advisors
Colorado
$763K +$376K +3,145 +122%
CCS
886
Concentric Capital Strategies
Connecticut
$762K +$684K +5,723 New
FFA
887
Farther Finance Advisors
California
$761K +$148K +1,241 +28%
HVIA
888
Hudson Valley Investment Advisors
New York
$760K -$106K -889 -14%
FFWA
889
FRG Family Wealth Advisors
Washington
$759K
SEA
890
Stegent Equity Advisors
Texas
$759K -$11.1K -93 -2%
DAM
891
Doheny Asset Management
California
$757K -$12K -100 -2%
Jennison Associates
892
Jennison Associates
New York
$748K +$88.2K +738 +15%
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$746K -$764K -6,396 -53%
CPIG
894
Chicago Partners Investment Group
Illinois
$739K +$2.51K +21 +0.4%
ESB
895
Essex Savings Bank
Connecticut
$739K +$52.2K +437 +9%
OF
896
Outfitter Financial
Maine
$732K
PTC
897
Private Trust Company
Ohio
$730K -$32.2K -269 -5%
VWM
898
Venturi Wealth Management
Texas
$725K +$1.43K +12 +0.2%
AFG
899
Atomi Financial Group
New York
$715K +$642K +5,372 New
CAM
900
Campion Asset Management
Virginia
$713K