We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1151
Harvest Group Wealth Management
Massachusetts
$15K – – –
TFM
1152
TFC Financial Management
Massachusetts
$15K – – –
WB
1153
Webster Bank
Connecticut
$15K – – –
LS
1154
Leelyn Smith
Illinois
$15K +$3.05K +52 +32%
BSSFA
1155
Baron Silver Stevens Financial Advisors
Florida
$15K +$13.1K +223 New
Skandinaviska Enskilda Banken (SEB)
1156
Skandinaviska Enskilda Banken (SEB)
Sweden
$14K – – –
GRP
1157
Global Retirement Partners
California
$14K +$2.58K +44 +28%
RIM
1158
Rockbridge Investment Management
New York
$14K +$3.11K +53 +37%
KPCM
1159
Kings Point Capital Management
New York
$13K -$1.76K -30 -14%
HCM
1160
Highlander Capital Management
New Jersey
$13K – – –
WWM
1161
Wolff Wiese Magana
California
$13K +$10.8K +184 New
BAM
1162
Bellevue Asset Management
Washington
$12K – – –
LIM
1163
Lagoda Investment Management
New York
$12K – – –
SFPG
1164
Stonebridge Financial Planning Group
Florida
$12K – – –
LFG
1165
Larson Financial Group
Missouri
$12K +$2.23K +38 +28%
RWM
1166
Raffa Wealth Management
District of Columbia
$11.3K +$998 +17 +12%
FPW
1167
Flagship Private Wealth
Massachusetts
$11.3K +$9.28K +158 New
AP
1168
Atwood & Palmer
Missouri
$11K – – –
GWMIA
1169
Global Wealth Management Investment Advisory
Florida
$11K – – –
PFA
1170
Professional Financial Advisors
Nebraska
$11K – – –
HWM
1171
HighMark Wealth Management
Minnesota
$11K +$59 +1 +0.7%
AWM
1172
Accel Wealth Management
Iowa
$11K +$9.16K +156 New
MCM
1173
Manchester Capital Management
Vermont
$11K +$9.16K +156 New
ICP
1174
Interchange Capital Partners
Pennsylvania
$11K +$9.45K +161 New
AssetMark Inc
1175
AssetMark Inc
California
$10K -$178K -3,040 -96%