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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1426
Arax Advisory Partners
Colorado
$194K +$137K +1,079 +174%
CTWM
1427
Cherry Tree Wealth Management
Minnesota
$193K
TFA
1428
Transamerica Financial Advisors
Florida
$192K +$1.15K +9 +0.5%
OC
1429
Oakworth Capital
Alabama
$188K -$763 -6 -0.4%
PWS
1430
Peterson Wealth Services
Utah
$186K +$2.04K +16 +1%
NWWA
1431
New Wave Wealth Advisors
Arkansas
$185K -$15.6K -123 -7%
PCTC
1432
Perkins Coie Trust Company
Washington
$185K
TCM
1433
Tributary Capital Management
Nebraska
$181K -$9.54K -75 -5%
NMG
1434
New Millennium Group
Utah
$179K +$127 +1 +0.1%
NB
1435
NBT Bank
New York
$178K -$201K -1,581 -50%
HT
1436
Headlands Technologies
Illinois
$178K +$199K +1,563 New
CWM
1437
Compass Wealth Management
Connecticut
$178K
CT
1438
Coastline Trust
Rhode Island
$178K
CF
1439
Centaurus Financial
California
$173K -$12.6K -99 -6%
FMP
1440
Financial Management Professionals
Texas
$171K +$1.65K +13 +0.9%
AAG
1441
Armstrong Advisory Group
Massachusetts
$169K +$22.9K +180 +14%
CCM
1442
Chilton Capital Management
Texas
$168K -$145K -1,143 -44%
WIM
1443
Westside Investment Management
California
$168K
DMBA
1444
Deseret Mutual Benefit Administrators
Utah
$160K -$2.8K -22 -2%
CSC
1445
Caldwell Sutter Capital
California
$160K -$2.54K -20 -1%
CH
1446
Cromwell Holdings
Wyoming
$159K
TF
1447
Tompkins Financial
New York
$158K
AA
1448
Addison Advisors
Vermont
$156K
SAM
1449
Shell Asset Management
Netherlands
$155K -$714K -5,615 -81%
1L
1450
10Elms LLP
Oklahoma
$154K +$172K +1,354 New