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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1326
Westside Investment Management
California
$159K
TF
1327
Tompkins Financial
New York
$157K
CWM
1328
Compass Wealth Management
Connecticut
$155K
DGAM
1329
Desjardins Global Asset Management
Quebec, Canada
$154K +$7.12K +70 +5%
CWC
1330
Carolinas Wealth Consulting
North Carolina
$151K +$2.75K +27 +2%
HWA
1331
HHM Wealth Advisors
Tennessee
$150K
AW
1332
Avion Wealth
Texas
$147K +$508 +5 +0.4%
JWM
1333
Janiczek Wealth Management
Colorado
$144K -$19.7K -194 -13%
AF
1334
Advisornet Financial
Minnesota
$142K +$11.5K +113 +9%
AA
1335
Alta Advisers
United Kingdom
$142K
MCM
1336
Manchester Capital Management
Vermont
$141K -$66.9K -658 -32%
SN
1337
Sittner & Nelson
Oregon
$141K +$7.73K +76 +6%
ADL
1338
Asset Dedication LLC
California
$139K
JFA
1339
JNBA Financial Advisors
Minnesota
$138K +$508 +5 +0.4%
JEST
1340
JTC Employer Solutions Trustee
Jersey
$137K
QC
1341
Quent Capital
New York
$136K +$508 +5 +0.4%
TLA
1342
Tanglewood Legacy Advisors
Texas
$133K
ST
1343
Smithfield Trust
Pennsylvania
$129K -$20.3K -200 -14%
FMP
1344
Financial Management Professionals
Texas
$129K +$6.81K +67 +6%
CB
1345
Centennial Bank
Arkansas
$121K
GBT
1346
Grove Bank & Trust
Florida
$113K +$6K +59 +6%
WP
1347
WealthPLAN Partners
Nebraska
$112K +$113K +1,107 New
PAI
1348
Pittenger & Anderson Inc
Nebraska
$111K
Fuller & Thaler Asset Management
1349
Fuller & Thaler Asset Management
California
$111K
PMEF
1350
Point72 Middle East FZE
United Arab Emirates
$111K +$111K +1,091 New