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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1076
Moller Wealth Partners
$203K +$200K +2,368 New
GLA
1077
Good Life Advisors
Pennsylvania
$202K -$16.5K -195 -8%
CAM
1078
Close Asset Management
United Kingdom
$202K
AIM
1079
Anchor Investment Management
South Carolina
$201K -$10.6K -125 -5%
MA
1080
Montag & Associates
Georgia
$201K -$63.3K -750 -24%
FCCM
1081
First City Capital Management
Georgia
$201K -$21.4K -253 -9%
DLA
1082
Douglas Lane & Associates
New York
$201K -$9.71K -115 -5%
WIC
1083
Woodmont Investment Counsel
Tennessee
$201K +$197K +2,337 New
PFA
1084
Paradigm Financial Advisors
Missouri
$201K +$198K +2,340 New
TFO
1085
Tarbox Family Office
California
$200K +$21.1K +250 +12%
HWMG
1086
Hurlow Wealth Management Group
Indiana
$200K +$197K +2,335 New
Jones Financial Companies
1087
Jones Financial Companies
Missouri
$194K +$24.6K +292 +15%
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K -$478K -5,660 -73%
FWM
1089
Focused Wealth Management
New York
$175K +$169 +2 +0.1%
PB
1090
Pinnacle Bancorp
Nebraska
$171K
PGWM
1091
Parisi Gray Wealth Management
New Jersey
$170K +$167K +1,975 New
PI
1092
PGGM Investments
Netherlands
$170K +$167K +1,976 New
SWA
1093
Sutton Wealth Advisors
Florida
$169K
LWANC
1094
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K +$4.39K +52 +3%
GI
1095
Gradient Investments
Minnesota
$168K -$45.8K -543 -22%
HCP
1096
Hexagon Capital Partners
Arkansas
$167K +$42.4K +502 +35%
FPS
1097
Fieldpoint Private Securities
Connecticut
$164K +$18.6K +220 +11%
CWA
1098
Clearview Wealth Advisors
Oregon
$163K +$1.1K +13 +0.7%
MPWT
1099
MassMutual Private Wealth & Trust
Connecticut
$155K +$60.4K +715 +65%
EBA
1100
Eagle Bay Advisors
New York
$148K +$143K +1,693 New