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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$774K -$3.11K -26 -0.4%
RG
877
Retirement Group
California
$774K +$120 +1 +0%
TCOT
878
Trust Company of Toledo
Ohio
$772K -$17.2K -144 -2%
WTC
879
WhitTier Trust Company
Nevada
$771K – – –
OFS
880
OneAscent Financial Services
Alabama
$770K +$309K +2,584 +81%
AMBIA
881
Allen Mooney & Barnes Investment Advisors
Georgia
$767K +$5.14K +43 +0.8%
PAM
882
Palisade Asset Management
Minnesota
$766K – – –
MYIA
883
Mount Yale Investment Advisors
Colorado
$763K +$376K +3,145 +122%
CCS
884
Concentric Capital Strategies
Connecticut
$762K +$684K +5,723 New
FFA
885
Farther Finance Advisors
California
$761K +$148K +1,241 +28%
HVIA
886
Hudson Valley Investment Advisors
New York
$760K -$106K -889 -14%
FFWA
887
FRG Family Wealth Advisors
Washington
$759K – – –
SEA
888
Stegent Equity Advisors
Texas
$759K -$11.1K -93 -2%
DAM
889
Doheny Asset Management
California
$757K -$12K -100 -2%
Jennison Associates
890
Jennison Associates
New York
$748K +$88.2K +738 +15%
MPWT
891
MassMutual Private Wealth & Trust
Connecticut
$746K -$764K -6,396 -53%
CPIG
892
Chicago Partners Investment Group
Illinois
$739K +$2.51K +21 +0.4%
ESB
893
Essex Savings Bank
Connecticut
$739K +$52.2K +437 +9%
OF
894
Outfitter Financial
Maine
$732K – – –
PTC
895
Private Trust Company
Ohio
$730K -$32.2K -269 -5%
VWM
896
Venturi Wealth Management
Texas
$725K +$1.43K +12 +0.2%
AFG
897
Atomi Financial Group
New York
$715K +$642K +5,372 New
CAM
898
Campion Asset Management
Virginia
$713K – – –
FSC
899
Full Sail Capital
Oklahoma
$707K -$99.4K -832 -14%
AIC
900
Aurora Investment Counsel
Georgia
$706K -$451K -3,777 -32%