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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1601
Plante Moran Financial Advisors
Michigan
$102K +$20.7K +154 +24%
PP
1602
PFS Partners
New Jersey
$101K +$538 +4 +0.5%
GG
1603
Gleason Group
Kentucky
$101K +$942 +7 +0.9%
FMP
1604
Financial Management Professionals
Texas
$98.7K +$135 +1 +0.1%
RTC
1605
Riverview Trust Company
Washington
$98.2K
RWM
1606
Rialto Wealth Management
New York
$98.1K +$404 +3 +0.4%
OP
1607
ORG Partners
Indiana
$96.9K -$1.61K -12 -2%
MTIC
1608
Missouri Trust & Investment Company
Missouri
$96.7K
BHWM
1609
Beaird Harris Wealth Management
Texas
$95.4K
GEA
1610
Glen Eagle Advisors
New Jersey
$93.9K -$6.73K -50 -6%
BLC
1611
Brown, Lisle/Cummings
Rhode Island
$93.5K
CWP
1612
Clark Wealth Partners
Illinois
$92.9K
TTIC
1613
Tower Trust & Investment Company
Iowa
$92.1K
PSB
1614
Piscataqua Savings Bank
New Hampshire
$92.1K -$5.65K -42 -6%
MWA
1615
Miller Wealth Advisors
Colorado
$91.7K +$538 +4 +0.6%
BOJHT
1616
Bank of Jackson Hole Trust
Wyoming
$91.6K +$6.73K +50 +8%
ESC
1617
Eurizon SLJ Capital
$91.2K +$95.2K +707 New
KTC
1618
Kentucky Trust Company
Kentucky
$90.3K
SGK
1619
Steigerwald Gordon & Koch
Virginia
$89.8K
MPW
1620
MASECO Private Wealth
$88.8K +$92.6K +688 New
SWM
1621
SHP Wealth Management
Massachusetts
$88.4K +$92.2K +685 New
TFA
1622
Toth Financial Advisory
Virginia
$88.1K +$135 +1 +0.1%
GGI
1623
Godsey & Gibb Inc
Virginia
$87.7K +$4.04K +30 +5%
JFGIW
1624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.6K +$9.69K +72 +12%
CT
1625
Clearstead Trust
Maine
$85.2K