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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1451
Ten Capital Wealth Advisors
Washington
$28.3K – – –
OSNBOA
1452
Old Second National Bank of Aurora
Illinois
$26.1K +$25.7K +251 New
CT
1453
Clearstead Trust
Maine
$26K – – –
SIC
1454
SJS Investment Consulting
Ohio
$25.9K +$1.64K +16 +7%
Lazard Asset Management
1455
Lazard Asset Management
New York
$25K -$183K -1,791 -88%
WA
1456
Win Advisors
Florida
$23.1K +$409 +4 +2%
3IP
1457
3Chopt Investment Partners
Virginia
$23.1K +$22.7K +222 New
TIM
1458
Tortoise Investment Management
New York
$22.9K -$6.34K -62 -22%
CA
1459
Corrado Advisors
New Jersey
$22.9K +$22.5K +220 New
LS
1460
Leelyn Smith
Illinois
$22.8K +$102 +1 +0.5%
MBFW
1461
Morton Brown Family Wealth
Pennsylvania
$22.8K – – –
TFM
1462
TFC Financial Management
Massachusetts
$22.4K +$102 +1 +0.5%
ACP
1463
Arcus Capital Partners
Georgia
$22.2K +$21.8K +213 New
FCT
1464
First Community Trust
Iowa
$22K – – –
FCMT
1465
Founders Capital Management (Texas)
Texas
$22K – – –
EARNEST Partners
1466
EARNEST Partners
Georgia
$22K – – –
CM
1467
Cornerstone Management
Georgia
$21.9K – – –
GJIA
1468
Glass Jacobson Investment Advisors
Maryland
$21.7K +$21.3K +208 New
CPFP
1469
Clear Perspectives Financial Planning
Ohio
$21.3K – – –
VWM
1470
Valley Wealth Managers
New Jersey
$20.8K -$12.8K -125 -38%
HI
1471
Hoey Investments
Pennsylvania
$20.8K – – –
WWP
1472
WR Wealth Planners
Missouri
$20.8K – – –
SIS
1473
Sound Income Strategies
Florida
$20.4K -$7.47K -73 -27%
CMP
1474
Coston McIsaac & Partners
Maine
$20K – – –
PA
1475
PSI Advisors
Florida
$20K – – –