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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HC
1026
HNP Capital
New York
$313K
NFG
1027
Nations Financial Group
Iowa
$313K +$6.31K +63 +2%
PL
1028
Plancorp LLC
Missouri
$312K -$11.3K -113 -4%
APG
1029
Abacus Planning Group
South Carolina
$312K +$49.4K +493 +19%
BST
1030
Bath Savings Trust
Maine
$312K +$305K +3,048 New
BCB
1031
Brian C. Broderick
$311K -$2.51K -25 -0.8%
FWP
1032
FAS Wealth Partners
Kansas
$311K
Vanguard Capital Wealth Advisors
1033
Vanguard Capital Wealth Advisors
Colorado
$311K +$200 +2 +0.1%
VAS
1034
Vestmark Advisory Solutions
Massachusetts
$309K -$245K -2,443 -45%
TAM
1035
Trillium Asset Management
Massachusetts
$309K +$302K +3,014 New
IA
1036
IFG Advisory
Georgia
$307K -$47.8K -477 -14%
FHA
1037
Flagship Harbor Advisors
Massachusetts
$307K +$16.8K +168 +6%
BJL
1038
Brighton Jones LLC
Washington
$305K -$25.3K -252 -8%
CA
1039
Calton & Associates
Florida
$305K +$66.8K +667 +29%
NQWM
1040
Northwest Quadrant Wealth Management
Oregon
$304K +$1.7K +17 +0.6%
JSL
1041
JT Stratford LLC
Georgia
$303K +$296K +2,956 New
RWA
1042
Ropes Wealth Advisors
Massachusetts
$301K -$4.41K -44 -1%
EDRIA
1043
Edmonds Duncan Registered Investment Advisors
Kansas
$300K
FRM
1044
Fox Run Management
Connecticut
$300K +$294K +2,929 New
CEP
1045
Chicago Equity Partners
Illinois
$300K +$294K +2,930 New
CAM
1046
ClariVest Asset Management
California
$298K -$9.15M -91,264 -97%
CC
1047
Cadinha & Co
Hawaii
$298K
IWM
1048
IHT Wealth Management
Illinois
$297K +$289K +2,886 New
BW
1049
Bison Wealth
Georgia
$296K -$27K -269 -9%
CG
1050
CFO4Life Group
Texas
$295K -$7.62K -76 -3%