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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Cabot Wealth Management
Massachusetts
$251K
AP
1302
Adero Partners
California
$251K +$16.3K +132 +7%
KA
1303
KLCM Advisors
Wisconsin
$250K
IC
1304
Iconiq Capital
California
$250K +$249K +2,023 New
VCM
1305
Versant Capital Management
Arizona
$248K +$82.8K +672 +50%
HWA
1306
HHM Wealth Advisors
Tennessee
$248K -$1.11K -9 -0.4%
TWA
1307
TCI Wealth Advisors
Arizona
$247K +$1.48K +12 +0.6%
LWP
1308
LeClair Wealth Partners
Ohio
$247K
MCM
1309
MV Capital Management
Maryland
$247K +$129K +1,043 +109%
PFA
1310
Pure Financial Advisors
California
$246K +$21.3K +173 +9%
SFS
1311
Sharp Financial Services
Pennsylvania
$246K -$139K -1,128 -36%
DIM
1312
Delta Investment Management
California
$246K -$17.5K -142 -7%
TFO
1313
Tarbox Family Office
California
$246K
BCB
1314
Brian C. Broderick
$246K
CBT
1315
Central Bank & Trust
Kentucky
$246K +$26.4K +214 +12%
DFG
1316
Delta Financial Group
New Jersey
$245K -$5.05K -41 -2%
CFS
1317
Commonwealth Financial Services
West Virginia
$244K +$13.8K +112 +6%
Fuller & Thaler Asset Management
1318
Fuller & Thaler Asset Management
California
$244K
NB
1319
Nicolet Bankshares
Wisconsin
$243K
SCA
1320
Sandy Cove Advisors
Massachusetts
$243K +$16.1K +131 +7%
PMSA
1321
Patrick M. Sweeney & Associates
Illinois
$243K +$5.67K +46 +2%
Empower Advisory Group
1322
Empower Advisory Group
Colorado
$242K -$96.4K -782 -29%
APG
1323
Abacus Planning Group
South Carolina
$242K +$241K +1,956 New
RFN
1324
RDA Financial Network
Iowa
$241K -$205K -1,667 -46%
ITIM
1325
Indiana Trust & Investment Management
Indiana
$240K