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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1051
Avion Wealth
Texas
$63K +$16.7K +285 +46%
VNA
1052
Valley National Advisers
Pennsylvania
$62K -$2.11K -36 -4%
FHA
1053
First Horizon Advisors
Tennessee
$61K -$6.87K -117 -12%
BFC
1054
Bedel Financial Consulting
Indiana
$59K -$5.87K -100 -11%
BCA
1055
Berman Capital Advisors
Georgia
$59K -$5.81K -99 -10%
FCB
1056
First Command Bank
Texas
$58K -$2.35K -40 -5%
FCFS
1057
First Command Financial Services
Texas
$58K -$2.35K -40 -5%
VCM
1058
Versant Capital Management
Arizona
$58K +$1.88K +32 +4%
CAL
1059
Capital Analysts LLC
Pennsylvania
$57K -$7.4K -126 -13%
MLFP
1060
MPS Loria Financial Planners
Illinois
$57K +$10.9K +186 +29%
TCM
1061
Tradewinds Capital Management
Washington
$56K -$36.7K -626 -44%
SFSIG
1062
San Francisco Sentry Investment Group
California
$56K +$22.3K +380 +93%
PFO
1063
Pathstone Family Office
New Jersey
$56K +$34K +579 +255%
FP
1064
Fiduciary Planning
Florida
$56K +$47.2K +804 New
KCM
1065
Kathmere Capital Management
Pennsylvania
$55K – – –
SFP
1066
Sterling Financial Planning
New Jersey
$53K +$44.4K +756 New
EW
1067
Evoke Wealth
California
$50K – – –
LFASL
1068
Lugano Financial Advisors SA (LFA)
Switzerland
$50K – – –
RFA
1069
Reilly Financial Advisors
California
$50K – – –
FMTCOCP
1070
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K +$3.23K +55 +8%
CPWM
1071
Cypress Point Wealth Management
Texas
$50K +$42.1K +717 New
AA
1072
Addison Advisors
Vermont
$49K +$41.2K +702 New
ACA
1073
Atlas Capital Advisors
Wyoming
$48.5K +$40.7K +693 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1074
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$48K -$3.26M -55,617 -99%
RWA
1075
Ropes Wealth Advisors
Massachusetts
$48K -$11.2K -190 -22%