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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1326
WFA of San Diego
California
$25K +$27.8K +300 New
LF
1327
Lee Financial
Texas
$24K
BLC
1328
Brown, Lisle/Cummings
Rhode Island
$22.8K
TIM
1329
Tortoise Investment Management
New York
$22K +$10.8K +117 +78%
FCT
1330
First Community Trust
Iowa
$20K -$7.96K -86 -26%
CT
1331
Clearstead Trust
Maine
$20K
MWM
1332
Mascoma Wealth Management
New Hampshire
$20K
MBFW
1333
Morton Brown Family Wealth
Pennsylvania
$20K
PWMG
1334
Prestige Wealth Management Group
New Jersey
$20K
AWM
1335
Atticus Wealth Management
Florida
$19K
WA
1336
Win Advisors
Florida
$18K -$186K -2,006 -90%
CDIA
1337
Capital Directions Investment Advisors
Georgia
$18K
FFC
1338
First Financial Corp
Indiana
$18K
LS
1339
Leelyn Smith
Illinois
$18K
TFM
1340
TFC Financial Management
Massachusetts
$18K
TFGT
1341
TS Financial Group (TSFG)
Illinois
$18K
CM
1342
Cornerstone Management
Georgia
$17.2K
Loomis, Sayles & Company
1343
Loomis, Sayles & Company
Massachusetts
$17K -$4.44K -48 -19%
EARNEST Partners
1344
EARNEST Partners
Georgia
$17K
WWP
1345
WR Wealth Planners
Missouri
$16.4K
HI
1346
Hoey Investments
Pennsylvania
$16K
WWM
1347
Wolff Wiese Magana
California
$16K +$1.39K +15 +8%
CMP
1348
Coston McIsaac & Partners
Maine
$16K +$18.5K +200 New
VWM
1349
Valley Wealth Managers
New Jersey
$16K +$18.5K +200 New
SCM
1350
Silvant Capital Management
Georgia
$15K -$1.03M -11,187 -98%