We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1426
Legacy Advisors
Pennsylvania
$236K +$212K +1,775 New
NB
1427
Nicolet Bankshares
Wisconsin
$236K – – –
HC
1428
Hourglass Capital
Texas
$236K – – –
CTWM
1429
Cherry Tree Wealth Management
Minnesota
$235K – – –
GDP
1430
Great Diamond Partners
Maine
$235K – – –
SRC
1431
Shufro Rose & Co
New York
$234K -$29.9K -250 -11%
FA
1432
Fermata Advisors
California
$234K -$76.6K -641 -27%
LWL
1433
Leo Wealth LLC
Texas
$233K +$195K +1,629 New
MLL
1434
Moody Lynn & Lieberson
Massachusetts
$232K -$1.08K -9 -0.5%
PHS
1435
Pekin Hardy Strauss
Illinois
$232K +$209K +1,746 New
TTWM
1436
TCV Trust & Wealth Management
Virginia
$232K -$82.8K -693 -28%
BONH
1437
Bank of New Hampshire
New Hampshire
$232K – – –
PFA
1438
Pinnacle Family Advisors
Missouri
$232K -$2.99K -25 -1%
HIP
1439
Harrell Investment Partners
Texas
$230K – – –
CIG
1440
Cullen Investment Group
Louisiana
$230K +$207K +1,729 New
MFG
1441
MidWestOne Financial Group
Iowa
$230K -$1.43K -12 -0.7%
NC
1442
NovaPoint Capital
Georgia
$230K +$598 +5 +0.3%
CWM
1443
Curi Wealth Management
North Carolina
$230K +$478 +4 +0.2%
VC
1444
Vestor Capital
Illinois
$228K +$7.65K +64 +4%
NHC
1445
Nicholas Hoffman & Company
Georgia
$228K -$16.7K -140 -8%
CIM
1446
Contravisory Investment Management
Massachusetts
$226K +$8.96K +75 +5%
SFG
1447
Sovereign Financial Group
Connecticut
$226K +$203K +1,701 New
CPW
1448
Crestmont Private Wealth
Texas
$226K -$6.1K -51 -3%
PSCM
1449
Per Stirling Capital Management
Texas
$225K +$598 +5 +0.3%
FCM
1450
Fourpath Capital Management
Oklahoma
$223K +$120 +1 +0.1%
56 57
58
59 60