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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1501
TrueWealth Advisors
Alabama
$254K +$224K +1,556 New
RCM
1502
Radnor Capital Management
Pennsylvania
$254K
FPGT
1503
Financial Partners Group (Tennessee)
Tennessee
$253K -$204K -1,415 -48%
CAM
1504
Columbia Asset Management
Michigan
$250K
LIM
1505
Loudon Investment Management
New Hampshire
$249K -$14.4K -100 -6%
OPA
1506
Old Port Advisors
Maine
$248K +$219K +1,518 New
FOA
1507
Five Oceans Advisors
California
$248K +$432 +3 +0.2%
SAM
1508
Secure Asset Management
Michigan
$248K +$1.3K +9 +0.6%
WFI
1509
West Family Investments
California
$247K +$218K +1,515 New
MA
1510
MJP Associates
Connecticut
$247K +$218K +1,515 New
FSA
1511
Financial Security Advisor
Virginia
$247K +$1.44K +10 +0.7%
LWP
1512
LMG Wealth Partners
Louisiana
$247K
BIG
1513
Brooklyn Investment Group
New York
$246K
DMBA
1514
Deseret Mutual Benefit Administrators
Utah
$246K
RCG
1515
Regatta Capital Group
California
$246K +$217K +1,506 New
TF
1516
Threadgill Financial
Texas
$245K +$216K +1,502 New
BFS
1517
Bard Financial Services
Connecticut
$245K +$216K +1,500 New
EWM
1518
Edge Wealth Management
New York
$245K +$216K +1,500 New
SC
1519
Saturna Capital
Washington
$245K +$216K +1,500 New
SCA
1520
STALEY CAPITAL ADVISERS
Pennsylvania
$245K +$216K +1,500 New
TCOO
1521
Trust Company of Oklahoma
Oklahoma
$245K -$5.91K -41 -3%
CAM
1522
Covenant Asset Management
New Jersey
$244K +$215K +1,493 New
EWM
1523
Endowment Wealth Management
Wisconsin
$243K -$9.51K -66 -4%
RCAG
1524
Rehmann Capital Advisory Group
Michigan
$243K +$214K +1,487 New
CCB
1525
Cutter & Co Brokerage
Missouri
$241K -$126K -876 -37%