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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
M
1201
MOTCO
Texas
$26K
VCM
1202
Vigilant Capital Management
Maine
$26K +$475 +5 +2%
CT
1203
Clearstead Trust
Maine
$25K
IP
1204
Isthmus Partners
Wisconsin
$25K
SHJ
1205
Sharkey, Howes & Javer
Colorado
$25K
FFW
1206
Fusion Family Wealth
New York
$25K +$23.8K +250 New
TG
1207
TLP Group
Illinois
$23K +$9.32K +98 +73%
HFP
1208
Holistic Financial Partners
Indiana
$23K +$21.8K +229 New
WC
1209
Whitnell & Co
Illinois
$22K +$95 +1 +0.5%
AWM
1210
Avior Wealth Management
Nebraska
$22K +$1.9K +20 +10%
AAP
1211
Arax Advisory Partners
Colorado
$21K +$95 +1 +0.5%
EARNEST Partners
1212
EARNEST Partners
Georgia
$21K +$20.1K +211 New
PW
1213
Price Wealth
Texas
$21K +$20.3K +214 New
ACM
1214
Armbruster Capital Management
New York
$20K
BCM
1215
Blume Capital Management
California
$20K
LIM
1216
Lagoda Investment Management
New York
$20K
PFGIA
1217
Patriot Financial Group Insurance Agency
Massachusetts
$20K
WAM
1218
Watermark Asset Management
California
$20K
WCM
1219
Wealthcare Capital Management
Virginia
$20K
HCM
1220
Highlander Capital Management
New Jersey
$19K
LYV
1221
Live Your Vision
Pennsylvania
$19K
AC
1222
Avestar Capital
New York
$19K +$19.9K +209 New
BL
1223
Balentine LLC
Georgia
$18K
CTB
1224
Country Trust Bank
Illinois
$17K
MWM
1225
MinichMacGregor Wealth Management
New York
$17K