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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1301
PrairieView Partners
Minnesota
$39K – – –
SC
1302
Schubert & Co
Texas
$39K +$5.46K +59 +14%
AA
1303
AlphaMark Advisors
Kentucky
$39K +$43.9K +475 New
AIM
1304
Achmea Investment Management
Netherlands
$38K – – –
POIA
1305
Pin Oak Investment Advisors
Texas
$38K – – –
LFG
1306
Larson Financial Group
Missouri
$37K -$2.31K -25 -5%
Kayne Anderson Rudnick Investment Management
1307
Kayne Anderson Rudnick Investment Management
California
$37K – – –
TVWM
1308
Tower View Wealth Management
Wisconsin
$37K – – –
HWMA
1309
Heritage Wealth Management (Arizona)
Arizona
$36.8K – – –
DWMG
1310
DB Wealth Management Group
California
$36K – – –
TCWM
1311
Total Clarity Wealth Management
Illinois
$36K +$40.6K +439 New
FPB
1312
First PREMIER Bank
South Dakota
$35K -$24.6K -266 -38%
KFI
1313
Key Financial Inc
Pennsylvania
$35K – – –
OC
1314
Oakworth Capital
Alabama
$35K – – –
EA
1315
Evolution Advisers
Virginia
$33K – – –
FCA
1316
FinTrust Capital Advisors
South Carolina
$31K +$14.8K +160 +79%
NF
1317
Norwood Financial
Pennsylvania
$30K – – –
PP
1318
Pacifica Partners
Canada
$29K -$32.4K -350 -52%
AWM
1319
Accel Wealth Management
Iowa
$29K – – –
CB
1320
CNB Bank
Pennsylvania
$29K – – –
WAM
1321
Worth Asset Management
Texas
$29K +$93 +1 +0.3%
GA
1322
GoalVest Advisory
New York
$28K +$31.7K +343 New
HFS
1323
Heritage Financial Services
Massachusetts
$28K +$32K +346 New
BA
1324
Bellwether Advisors
Nebraska
$26K – – –
TCM
1325
Tradewinds Capital Management
Washington
$25K -$14.2K -154 -34%