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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1376
Optima Capital
Oregon
$375K +$18.3K +117 +6%
FFA
1377
Founders Financial Alliance
North Carolina
$373K +$321K +2,051 New
TFA
1378
Transamerica Financial Advisors
Florida
$373K -$32.9K -210 -9%
RMP
1379
Richards, Merrill & Peterson
Washington
$372K -$17.1K -109 -5%
GSCM
1380
Greenfield Seitz Capital Management
Texas
$372K -$54.8K -350 -15%
OPA
1381
Old Port Advisors
Maine
$372K +$12.8K +82 +4%
KIC
1382
Keating Investment Counselors
Florida
$371K +$31.3K +200 +11%
NRG
1383
Nemes Rush Group
Michigan
$371K +$1.41K +9 +0.4%
DC
1384
Defender Capital
North Carolina
$371K
CWM
1385
Cabot Wealth Management
Massachusetts
$371K
ATS
1386
Ashton Thomas Securities
New York
$371K +$627 +4 +0.2%
SCA
1387
Sandy Cove Advisors
Massachusetts
$370K +$16K +102 +5%
GJWM
1388
Gilliland Jeter Wealth Management
Arkansas
$370K -$45.4K -290 -13%
TSS
1389
Two Sigma Securities
New York
$369K -$156K -993 -33%
CC
1390
Chicago Capital
Illinois
$367K -$3.92K -25 -1%
TW
1391
TritonPoint Wealth
Maryland
$367K -$121K -773 -28%
DTC
1392
Davidson Trust Company
Washington
$366K +$19.6K +125 +7%
CCM
1393
Chiron Capital Management
Florida
$365K +$314K +2,005 New
OFC
1394
Oakland Financial Corp
$364K -$313K -2,000 -50%
HP
1395
Highlander Partners
Texas
$364K
4WM
1396
49 Wealth Management
Texas
$363K +$3.29K +21 +1%
BWA
1397
Basecamp Wealth Advisors
Washington
$363K +$20.8K +133 +7%
BCB
1398
Brian C. Broderick
$363K
CBT
1399
Central Bank & Trust
Kentucky
$363K
Financial Engines Advisors
1400
Financial Engines Advisors
California
$361K -$48K -306 -13%