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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1551
Mark Sheptoff Financial Planning
Connecticut
$131K – – –
CFO
1552
CVA Family Office
Colorado
$130K +$1.92K +15 +2%
TLA
1553
Tanglewood Legacy Advisors
Texas
$129K – – –
NS
1554
NBC Securities
Alabama
$129K -$6.28K -49 -5%
M
1555
MOTCO
Texas
$128K – – –
B
1556
Birchbrook
Maine
$127K – – –
SIM
1557
Sentry Investment Management
Wisconsin
$127K -$49.3K -385 -28%
CSB
1558
City State Bank
Iowa
$126K -$2.05K -16 -2%
BC
1559
Broadwater Capital
Massachusetts
$122K – – –
ANBT
1560
American National Bank & Trust
Texas
$120K -$1.54K -12 -1%
PIM
1561
Plato Investment Management
Australia
$119K – – –
CCA
1562
Catalyst Capital Advisors
New York
$118K -$4.87K -38 -4%
GJIA
1563
Glass Jacobson Investment Advisors
Maryland
$117K +$1.02K +8 +0.9%
CA
1564
CoreCap Advisors
Michigan
$116K +$5.25K +41 +5%
GTAM
1565
Global Trust Asset Management
Florida
$115K -$20.1K -157 -16%
VWA
1566
VSM Wealth Advisory
Maryland
$113K +$128 +1 +0.1%
AW
1567
Avion Wealth
Texas
$111K +$1.54K +12 +1%
TFM
1568
TFC Financial Management
Massachusetts
$109K +$1.02K +8 +1%
PP
1569
PFS Partners
New Jersey
$106K +$19.9K +155 +25%
GEA
1570
Glen Eagle Advisors
New Jersey
$106K +$8.71K +68 +10%
GG
1571
Gleason Group
Kentucky
$105K +$897 +7 +0.9%
FMP
1572
Financial Management Professionals
Texas
$104K +$897 +7 +0.9%
OP
1573
ORG Partners
Indiana
$104K -$25K -195 -20%
RTC
1574
Riverview Trust Company
Washington
$104K – – –
RWM
1575
Rialto Wealth Management
New York
$103K – – –