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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1601
Secure Asset Management
Michigan
$256K +$220K +1,407 New
TF
1602
Tompkins Financial
New York
$256K +$25.4K +162 +13%
PBK
1603
Peoples Bank (Kansas)
Kansas
$256K +$220K +1,405 New
RZH
1604
Relyea Zuckerberg Hanson
Connecticut
$256K +$220K +1,403 New
GRWP
1605
Green Ridge Wealth Planning
New Jersey
$255K -$84.6K -540 -28%
PPWM
1606
Paragon Private Wealth Management
Kentucky
$255K +$219K +1,400 New
LWM
1607
Liberty Wealth Management
California
$255K +$219K +1,398 New
CPA
1608
Cardiff Park Advisors
California
$253K +$218K +1,388 New
PHWA
1609
Petersen Hastings Wealth Advisors
Washington
$253K +$217K +1,386 New
AA
1610
Addison Advisors
Vermont
$252K +$4.7K +30 +2%
CTA
1611
Chesley Taft & Associates
Illinois
$252K +$217K +1,383 New
JC
1612
JB Capital
Connecticut
$251K +$216K +1,380 New
AIM
1613
Acropolis Investment Management
Missouri
$251K -$97.9K -625 -31%
LRPA
1614
L. Roy Papp & Associates
Arizona
$251K +$216K +1,379 New
PGWM
1615
Parisi Gray Wealth Management
New Jersey
$250K +$215K +1,371 New
HNWA
1616
Henrickson Nauta Wealth Advisors
Michigan
$249K -$138K -878 -39%
ACIM
1617
Azimuth Capital Investment Management
Michigan
$249K +$214K +1,366 New
MAM
1618
Mainsail Asset Management
Alabama
$248K +$213K +1,362 New
EB
1619
Eastern Bank
Massachusetts
$248K -$470 -3 -0.2%
IFU
1620
iSAM Funds (UK)
United Kingdom
$247K -$1.41M -9,007 -87%
HT
1621
Headlands Technologies
Illinois
$247K +$213K +1,358 New
JEST
1622
JTC Employer Solutions Trustee
Jersey
$247K
AW
1623
Avion Wealth
Texas
$247K +$85.7K +547 +67%
1L
1624
10Elms LLP
Oklahoma
$247K
Empower Advisory Group
1625
Empower Advisory Group
Colorado
$247K +$212K +1,354 New