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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1226
Liberty Capital Management
Michigan
$469K +$477K +2,772 New
UFF
1227
USA Financial Formulas
Michigan
$467K -$58.2K -338 -11%
SAW
1228
Signal Advisors Wealth
Michigan
$467K +$214K +1,243 +82%
HFM
1229
Hartford Financial Management
Connecticut
$467K -$12.4K -72 -3%
DS
1230
DRW Securities
Illinois
$465K -$4.3M -24,984 -90%
SP
1231
Successful Portfolios
Florida
$464K +$172 +1 +0%
CWM
1232
Connecticut Wealth Management
Connecticut
$464K – – –
CAG
1233
Crestwood Advisors Group
Massachusetts
$462K +$67.7K +393 +17%
MTC
1234
McDaniel Terry & Co
Texas
$462K – – –
RWB
1235
RMR Wealth Builders
New Jersey
$460K -$212K -1,229 -31%
OC
1236
Oakworth Capital
Alabama
$458K – – –
NWAG
1237
Net Worth Advisory Group
Utah
$457K +$160K +932 +53%
MA
1238
Montag & Associates
Georgia
$456K – – –
NWM
1239
Northcape Wealth Management
New York
$456K – – –
OP
1240
Oslo Pensjonsforsikring
$454K -$35.1K -204 -7%
MAG
1241
M3 Advisory Group
Massachusetts
$453K +$861 +5 +0.2%
TP
1242
TritonPoint Partners
Maryland
$452K +$460K +2,675 New
PGF
1243
Plan Group Financial
Oklahoma
$452K +$105K +611 +30%
FFM
1244
Forum Financial Management
Illinois
$451K -$7.75K -45 -2%
HCM
1245
Howard Capital Management
Georgia
$450K +$203K +1,179 +80%
WCG
1246
Weaver Consulting Group
California
$448K -$8.61K -50 -2%
CCM
1247
Canal Capital Management
Virginia
$447K +$172 +1 +0%
Aristotle Capital Management
1248
Aristotle Capital Management
California
$445K -$6.37K -37 -1%
DE
1249
Diversified Enterprises
Delaware
$444K +$4.65K +27 +1%
EGA
1250
E&G Advisors
Texas
$441K -$3.44K -20 -0.8%