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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TP
1376
Tranquility Partners
Tennessee
$309K +$3.6K +25 +1%
RFA
1377
Resurgent Financial Advisors
Georgia
$309K +$125K +864 +84%
CBFP
1378
Cedar Brook Financial Partners
Ohio
$309K +$11K +76 +4%
WPC
1379
Waters Parkerson & Co
Louisiana
$308K -$21.6K -150 -7%
LWM
1380
Liberty Wealth Management
California
$308K -$3.17K -22 -1%
DJSG
1381
D.J. St. Germain
Massachusetts
$308K -$6.63K -46 -2%
LF
1382
LifePlan Financial
Minnesota
$307K -$10.8K -75 -4%
BIAS
1383
Beacon Investment Advisory Services
New Jersey
$307K +$271K +1,879 New
LPT
1384
Legacy Private Trust
Wisconsin
$307K +$8.07K +56 +3%
SAM
1385
Summit Asset Management
Tennessee
$306K +$13.1K +91 +5%
SCA
1386
Sandy Cove Advisors
Massachusetts
$305K +$7.64K +53 +3%
RWMG
1387
Redwood Wealth Management Group
New Jersey
$305K +$7.35K +51 +3%
GFS
1388
GYL Financial Synergies
Connecticut
$304K +$865 +6 +0.3%
HCP
1389
Hexagon Capital Partners
Arkansas
$304K -$16K -111 -6%
SFG
1390
Sovereign Financial Group
Connecticut
$303K +$22.3K +155 +9%
NRG
1391
Nemes Rush Group
Michigan
$303K +$865 +6 +0.3%
PSCM
1392
Per Stirling Capital Management
Texas
$302K +$22.6K +157 +9%
Bank Julius Baer & Co
1393
Bank Julius Baer & Co
Switzerland
$300K +$576 +4 +0.2%
WSC
1394
Wellington Shields & Co
New York
$299K
MLL
1395
Moody Lynn & Lieberson
Massachusetts
$298K +$11.7K +81 +5%
AA
1396
Auxano Advisors
Washington
$297K +$262K +1,819 New
NI
1397
NDVR Inc
Massachusetts
$297K +$31.3K +217 +14%
HAS
1398
HBW Advisory Services
California
$297K
IP
1399
Ignite Planners
California
$297K -$28.2K -196 -10%
LWCFA
1400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$296K -$240K -1,662 -47%