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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1501
Optimum Investment Advisors
Illinois
$95.5K
BCMLT
1502
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.6K +$12.7K +100 +14%
CA
1503
CoreCap Advisors
Michigan
$90.3K -$38.2K -300 -27%
AW
1504
Avion Wealth
Texas
$90K -$2.16K -17 -2%
API
1505
Asset Planning Inc
California
$89.6K +$100K +787 New
TFM
1506
TFC Financial Management
Massachusetts
$89.6K +$72.8K +572 +266%
GG
1507
Gleason Group
Kentucky
$85.8K +$890 +7 +0.9%
MTIC
1508
Missouri Trust & Investment Company
Missouri
$85.3K -$12.2K -96 -11%
RWM
1509
Rialto Wealth Management
New York
$84.8K +$94.6K +744 New
BHWM
1510
Beaird Harris Wealth Management
Texas
$84.7K +$1.15K +9 +1%
FFC
1511
First Financial Corp
Indiana
$84.7K +$82.4K +648 +682%
M
1512
MOTCO
Texas
$82.7K
BLC
1513
Brown, Lisle/Cummings
Rhode Island
$82K +$56.6K +445 +162%
EBA
1514
Eagle Bay Advisors
New York
$81.3K
WWP
1515
WR Wealth Planners
Missouri
$80.6K -$31.8K -250 -26%
KTC
1516
Kentucky Trust Company
Kentucky
$79.8K +$89K +700 New
MWA
1517
Miller Wealth Advisors
Colorado
$78.9K +$509 +4 +0.6%
GEA
1518
Glen Eagle Advisors
New Jersey
$78.8K -$8.27K -65 -9%
TFA
1519
Toth Financial Advisory
Virginia
$77.7K
PSB
1520
Piscataqua Savings Bank
New Hampshire
$77.6K
PFG
1521
Putney Financial Group
California
$77.4K +$86.4K +679 New
GSWM
1522
Golden State Wealth Management
California
$77K +$85.9K +675 New
CWP
1523
Clark Wealth Partners
Illinois
$76.7K +$85.6K +673 New
SIS
1524
Strategic Investment Solutions
Illinois
$75.6K -$890 -7 -1%
JFA
1525
JNBA Financial Advisors
Minnesota
$74.6K