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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1051
Aaron Wealth Advisors
Illinois
$414K +$53.4K +420 +13%
EFG
1052
Everhart Financial Group
Ohio
$413K +$14.1K +111 +3%
RFN
1053
RDA Financial Network
Iowa
$412K +$22.1K +174 +5%
FCBT
1054
First Citizens Bank & Trust
North Carolina
$412K +$66.4K +522 +17%
CCA
1055
Corps Capital Advisors
Texas
$412K +$459K +3,612 New
BOPW
1056
Brandywine Oak Private Wealth
Pennsylvania
$411K -$47.5K -373 -9%
GL
1057
Graypoint LLC
New York
$410K -$121K -955 -21%
UCI
1058
Uncommon Cents Investing
Wisconsin
$409K -$13.4K -105 -3%
BWM
1059
Biltmore Wealth Management
Arizona
$409K +$2.8K +22 +0.6%
SIA
1060
Schechter Investment Advisors
Michigan
$408K -$114K -896 -20%
FMWA
1061
Forvis Mazars Wealth Advisors
Missouri
$407K -$1.4K -11 -0.3%
EFMC
1062
Empire Financial Management Company
New York
$407K +$15.9K +125 +4%
HDIM
1063
Hanson & Doremus Investment Management
Vermont
$406K -$2.04K -16 -0.4%
PWM
1064
Perigon Wealth Management
California
$406K -$56.4K -443 -12%
BTI
1065
Blue Trust Inc
Georgia
$405K -$434K -3,415 -49%
LWCFA
1066
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$405K
PSFG
1067
Prairie Sky Financial Group
Illinois
$404K +$254 +2 +0.1%
HA
1068
Harbor Advisors
Florida
$403K
ZB
1069
Zions Bancorporation
Utah
$402K +$145K +1,136 +47%
1M
1070
1248 Management
Missouri
$400K +$447K +3,510 New
HAI
1071
Hennessy Advisors Inc
California
$399K
WPP
1072
Whalerock Point Partners
Rhode Island
$398K
BWM
1073
BKM Wealth Management
Wisconsin
$396K -$126K -990 -22%
WIC
1074
Woodmont Investment Counsel
Tennessee
$395K
CIS
1075
Custom Index Systems
New York
$395K -$35.7K -281 -8%