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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TW
1301
TritonPoint Wealth
Maryland
$252K +$251K +2,038 New
CWM
1302
Cabot Wealth Management
Massachusetts
$251K – – –
AP
1303
Adero Partners
California
$251K +$16.3K +132 +7%
KA
1304
KLCM Advisors
Wisconsin
$250K – – –
IC
1305
Iconiq Capital
California
$250K +$249K +2,023 New
VCM
1306
Versant Capital Management
Arizona
$248K +$82.8K +672 +50%
HWA
1307
HHM Wealth Advisors
Tennessee
$248K -$1.11K -9 -0.4%
TWA
1308
TCI Wealth Advisors
Arizona
$247K +$1.48K +12 +0.6%
LWP
1309
LeClair Wealth Partners
Ohio
$247K – – –
MCM
1310
MV Capital Management
Maryland
$247K +$129K +1,043 +109%
PFA
1311
Pure Financial Advisors
California
$246K +$21.3K +173 +9%
SFS
1312
Sharp Financial Services
Pennsylvania
$246K -$139K -1,128 -36%
DIM
1313
Delta Investment Management
California
$246K -$17.5K -142 -7%
TFO
1314
Tarbox Family Office
California
$246K – – –
BCB
1315
Brian C. Broderick
$246K – – –
CBT
1316
Central Bank & Trust
Kentucky
$246K +$26.4K +214 +12%
DFG
1317
Delta Financial Group
New Jersey
$245K -$5.05K -41 -2%
CFS
1318
Commonwealth Financial Services
West Virginia
$244K +$13.8K +112 +6%
Fuller & Thaler Asset Management
1319
Fuller & Thaler Asset Management
California
$244K – – –
NB
1320
Nicolet Bankshares
Wisconsin
$243K – – –
SCA
1321
Sandy Cove Advisors
Massachusetts
$243K +$16.1K +131 +7%
PMSA
1322
Patrick M. Sweeney & Associates
Illinois
$243K +$5.67K +46 +2%
Empower Advisory Group
1323
Empower Advisory Group
Colorado
$242K -$96.4K -782 -29%
APG
1324
Abacus Planning Group
South Carolina
$242K +$241K +1,956 New
RFN
1325
RDA Financial Network
Iowa
$241K -$205K -1,667 -46%