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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1176
Stiles Financial Services
Minnesota
$325K +$1.91K +15 +0.5%
HCM
1177
Howard Capital Management
Georgia
$324K +$18.3K +144 +5%
IA
1178
IFG Advisory
Georgia
$324K +$362K +2,842 New
SI
1179
Saxon Interests
Texas
$321K +$45.9K +361 +15%
LPT
1180
Legacy Private Trust
Wisconsin
$320K +$86.3K +678 +32%
CCG
1181
Catalina Capital Group
California
$320K +$4.2K +33 +1%
SGI
1182
Summit Global Investments
Utah
$318K -$4.33K -34 -1%
CA
1183
Capital Advantage
California
$317K +$354K +2,783 New
AWA
1184
AGH Wealth Advisors
Kansas
$317K +$354K +2,782 New
GWA
1185
Gratus Wealth Advisors
Virginia
$316K +$1.78K +14 +0.5%
JF
1186
Jump Financial
Illinois
$316K +$352K +2,770 New
KCM
1187
Kanawha Capital Management
Virginia
$315K +$2.8K +22 +0.8%
Empower Advisory Group
1188
Empower Advisory Group
Colorado
$312K +$35.5K +279 +11%
OFS
1189
OneAscent Financial Services
Alabama
$312K +$1.15K +9 +0.3%
SWM
1190
Stockman Wealth Management
Montana
$312K -$35.6K -280 -9%
PAM
1191
Panagora Asset Management
Massachusetts
$312K -$967K -7,598 -74%
MTC
1192
McDaniel Terry & Co
Texas
$311K -$55.7K -438 -14%
HBW
1193
Hazlett, Burt & Watson
West Virginia
$309K +$13.7K +108 +4%
DAC
1194
Dividend Assets Capital
South Carolina
$308K -$12.7K -100 -4%
IAMOG
1195
Investors Asset Management of Georgia
Georgia
$308K -$12.7K -100 -4%
BBHC
1196
Brown Brothers Harriman & Co
New York
$307K -$636 -5 -0.2%
CFGS
1197
Concourse Financial Group Securities
Alabama
$306K +$13.4K +105 +4%
SVWAG
1198
Sound View Wealth Advisors Group
Georgia
$306K -$14.4K -113 -4%
PAG
1199
Powers Advisory Group
Illinois
$305K -$44.4K -349 -12%
RA
1200
Ruggaard & Associates
Ohio
$304K