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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
1151
Rehmann Capital Advisory Group
Michigan
$149K -$52.1K -533 -24%
CC
1152
Claybrook Capital
Massachusetts
$147K -$1.05M -10,797 -86%
WDL
1153
Well Done LLC
Michigan
$147K +$166K +1,703 New
DPA
1154
Delphi Private Advisors
California
$141K – – –
CWA
1155
Clarus Wealth Advisors
Arizona
$141K +$23K +235 +17%
JWM
1156
Janiczek Wealth Management
Colorado
$138K +$157K +1,606 New
ADL
1157
Asset Dedication LLC
California
$135K – – –
APC
1158
Aspire Private Capital
North Carolina
$135K +$153K +1,569 New
M
1159
MOTCO
Texas
$132K -$9.87K -101 -6%
TL
1160
TrueWealth LLC
Georgia
$131K -$586 -6 -0.4%
ST
1161
Smithfield Trust
Pennsylvania
$129K -$48.9K -500 -25%
Carson Wealth (CWM LLC)
1162
Carson Wealth (CWM LLC)
Nebraska
$129K -$10.7K -110 -7%
FANJ
1163
Financial Architects (New Jersey)
New Jersey
$125K +$26.5K +271 +23%
WIM
1164
Westside Investment Management
California
$122K – – –
PMFA
1165
Plante Moran Financial Advisors
Michigan
$119K -$101K -1,038 -43%
RWA
1166
Ropes Wealth Advisors
Massachusetts
$119K – – –
1NWS
1167
1 North Wealth Services
Maryland
$119K +$135K +1,377 New
FPFS
1168
First Personal Financial Services
North Carolina
$117K – – –
CA
1169
Claro Advisors
Massachusetts
$117K +$101K +1,037 New
SIAP
1170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$116K – – –
PCIA
1171
Prime Capital Investment Advisors
Kansas
$115K -$39.1K -400 -23%
POIA
1172
Pin Oak Investment Advisors
Texas
$114K +$21.5K +220 +20%
BAM
1173
Bruderman Asset Management
New York
$111K +$87.1K +891 +224%
DBT
1174
Dubuque Bank & Trust
Iowa
$107K – – –
BCI
1175
Brinker Capital Investments
Pennsylvania
$107K +$67.4K +690 +125%