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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WI
1401
WBI Investments
New Jersey
$343K -$155K -903 -31%
CCFCSB
1402
Cape Cod Five Cents Savings Bank
Massachusetts
$343K +$349K +2,029 New
IAMOG
1403
Investors Asset Management of Georgia
Georgia
$342K -$15.3K -89 -4%
CWP
1404
Curated Wealth Partners
California
$342K +$140K +814 +67%
CPC
1405
Consolidated Planning Corp
Georgia
$341K -$25K -145 -7%
DTC
1406
Davidson Trust Company
Washington
$340K – – –
GJWM
1407
Gilliland Jeter Wealth Management
Arkansas
$340K -$3.44K -20 -1%
LWP
1408
LeClair Wealth Partners
Ohio
$339K +$345K +2,005 New
CA
1409
Callahan Advisors
Texas
$338K -$51K -296 -13%
HP
1410
Highlander Partners
Texas
$338K – – –
SWGC
1411
Summit Wealth Group (Colorado)
Colorado
$338K +$19.6K +114 +6%
CBT
1412
Central Bank & Trust
Kentucky
$336K – – –
BCB
1413
Brian C. Broderick
$336K – – –
NC
1414
NovaPoint Capital
Georgia
$336K +$342K +1,985 New
FMTCOCP
1415
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$335K -$22.9K -133 -6%
BWA
1416
Basecamp Wealth Advisors
Washington
$335K -$1.89K -11 -0.6%
MMG
1417
Monetary Management Group
Missouri
$335K – – –
VCP
1418
Verus Capital Partners
Arizona
$335K +$21.9K +127 +7%
Fuller & Thaler Asset Management
1419
Fuller & Thaler Asset Management
California
$334K – – –
TWA
1420
Tulsa Wealth Advisors
Oklahoma
$334K -$184K -1,069 -35%
TCWA
1421
Turtle Creek Wealth Advisors
Texas
$333K +$14.5K +84 +4%
VIS
1422
Vega Investment Solutions
France
$333K +$327K +1,900 New
BF
1423
Benchmark Financial
Delaware
$332K – – –
APG
1424
Abacus Planning Group
South Carolina
$331K +$6.37K +37 +2%
BHBT
1425
Burke & Herbert Bank & Trust
Virginia
$331K -$28.6K -166 -8%