We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1476
Breakwater Capital Group
New Jersey
$265K – – –
KP
1477
Keel Point
Alabama
$264K +$233K +1,619 New
AP
1478
Adero Partners
California
$264K +$233K +1,616 New
FWTB
1479
First Western Trust Bank
Colorado
$264K -$348K -2,413 -60%
VC
1480
Vicus Capital
Pennsylvania
$263K +$232K +1,611 New
CFS
1481
CRA Financial Services
New Jersey
$263K -$9.65K -67 -4%
FC
1482
Forte Capital
New York
$262K – – –
FFA
1483
Founders Financial Alliance
North Carolina
$262K +$8.5K +59 +4%
NC
1484
NBW Capital
Massachusetts
$261K +$230K +1,598 New
WA
1485
Wambolt & Associates
Colorado
$261K -$6.63K -46 -3%
MIS
1486
Morningstar Investment Services
Illinois
$260K -$145K -1,006 -38%
TWM
1487
Tradition Wealth Management
Minnesota
$259K -$35.7K -248 -14%
BFM
1488
Boothbay Fund Management
New York
$258K +$228K +1,582 New
PFA
1489
Pure Financial Advisors
California
$258K +$228K +1,582 New
ERIM
1490
Eagle Ridge Investment Management
Connecticut
$258K – – –
SC
1491
Sapient Capital
Indiana
$257K -$10.4K -72 -4%
AA
1492
Advisory Alpha
Michigan
$257K -$1.73K -12 -0.8%
SQA
1493
Simon Quick Advisors
New Jersey
$256K +$226K +1,569 New
SW
1494
SlateStone Wealth
Florida
$256K – – –
ST
1495
Smithfield Trust
Pennsylvania
$256K +$16.9K +117 +8%
PWM
1496
Paulson Wealth Management
Illinois
$255K -$7.49K -52 -3%
CWM
1497
Compass Wealth Management
Connecticut
$255K – – –
JWM
1498
Janiczek Wealth Management
Colorado
$255K +$6.63K +46 +3%
CT
1499
Coastline Trust
Rhode Island
$255K -$105K -726 -32%
LAM
1500
L2 Asset Management
Massachusetts
$254K +$225K +1,558 New
58 59
60
61 62