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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1026
Sound View Wealth Advisors Group
Georgia
$368K +$283K +2,762 New
BA
1027
Ballew Advisors
Mississippi
$367K – – –
Jennison Associates
1028
Jennison Associates
New York
$367K +$361K +3,526 New
AIM
1029
Athena Investment Management
California
$365K +$8.8K +86 +3%
BAAM
1030
Baker Avenue Asset Management
California
$364K +$358K +3,502 New
TCM
1031
Tributary Capital Management
Nebraska
$364K – – –
DCM
1032
Deuterium Capital Management
Florida
$363K +$357K +3,489 New
JWWM
1033
Johnson & White Wealth Management
Pennsylvania
$363K +$4.6K +45 +1%
WPW
1034
Waldron Private Wealth
Pennsylvania
$362K – – –
FPGT
1035
Financial Partners Group (Tennessee)
Tennessee
$361K +$355K +3,471 New
CFGS
1036
Concourse Financial Group Securities
Alabama
$361K +$9.62K +94 +3%
GFP
1037
Gryphon Financial Partners
Ohio
$359K -$716 -7 -0.2%
RBFC
1038
Roman Butler Fullerton & Co
Missouri
$359K -$88K -860 -20%
CBT
1039
CoreFirst Bank & Trust
Kansas
$358K – – –
CG
1040
Clifford Group
Massachusetts
$358K +$352K +3,440 New
DILIC
1041
Dai-ichi Life Insurance Company
Japan
$358K – – –
MIM
1042
MTM Investment Management
South Carolina
$357K – – –
OFS
1043
OneAscent Financial Services
Alabama
$356K -$47K -459 -12%
TWM
1044
Tolleson Wealth Management
Texas
$356K – – –
JIC
1045
Joel Isaacson & Co
New York
$353K -$19.2K -188 -5%
APP
1046
Avantax Planning Partners
Iowa
$353K -$57.8K -565 -14%
TAM
1047
Townsend Asset Management
North Carolina
$351K +$345K +3,374 New
BJL
1048
Brighton Jones LLC
Washington
$351K +$48.9K +478 +17%
SIM
1049
Sentry Investment Management
Wisconsin
$350K +$16.8K +164 +5%
TVAMP
1050
Tennessee Valley Asset Management Partners
Tennessee
$349K -$12.9K -126 -4%