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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1076
Bray Capital Advisors
Florida
$203K +$1.44K +17 +0.7%
WAP
1077
Wealthcare Advisory Partners
Pennsylvania
$203K +$2.95K +35 +1%
MIP
1078
Marietta Investment Partners
Wisconsin
$203K +$199K +2,360 New
IP
1079
Investment Partners
Ohio
$203K +$200K +2,366 New
MWP
1080
Moller Wealth Partners
$203K +$200K +2,368 New
GLA
1081
Good Life Advisors
Pennsylvania
$202K -$16.5K -195 -8%
CAM
1082
Close Asset Management
United Kingdom
$202K – – –
AIM
1083
Anchor Investment Management
South Carolina
$201K -$10.6K -125 -5%
MA
1084
Montag & Associates
Georgia
$201K -$63.3K -750 -24%
FCCM
1085
First City Capital Management
Georgia
$201K -$21.4K -253 -9%
DLA
1086
Douglas Lane & Associates
New York
$201K -$9.71K -115 -5%
WIC
1087
Woodmont Investment Counsel
Tennessee
$201K +$197K +2,337 New
PFA
1088
Paradigm Financial Advisors
Missouri
$201K +$198K +2,340 New
TFO
1089
Tarbox Family Office
California
$200K +$21.1K +250 +12%
HWMG
1090
Hurlow Wealth Management Group
Indiana
$200K +$197K +2,335 New
Jones Financial Companies
1091
Jones Financial Companies
Missouri
$194K +$24.6K +292 +15%
JFGIW
1092
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K -$478K -5,660 -73%
FWM
1093
Focused Wealth Management
New York
$175K +$169 +2 +0.1%
PB
1094
Pinnacle Bancorp
Nebraska
$171K – – –
PGWM
1095
Parisi Gray Wealth Management
New Jersey
$170K +$167K +1,975 New
PI
1096
PGGM Investments
Netherlands
$170K +$167K +1,976 New
SWA
1097
Sutton Wealth Advisors
Florida
$169K – – –
LWANC
1098
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K +$4.39K +52 +3%
GI
1099
Gradient Investments
Minnesota
$168K -$45.8K -543 -22%
HCP
1100
Hexagon Capital Partners
Arkansas
$167K +$42.4K +502 +35%