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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1626
Milestone Investment Advisors
Wisconsin
$6.01K +$5.61K +50 New
RWM
1627
Ruedi Wealth Management
Illinois
$6.01K +$5.61K +50 New
MCA
1628
Maryland Capital Advisors
Maryland
$5.53K – – –
BCPWM
1629
Bradley & Co Private Wealth Management
Florida
$5.29K – – –
CMA
1630
Cedar Mountain Advisors
Oregon
$5.05K – – –
RDIA
1631
RE Dickinson Investment Advisors
Iowa
$5K – – –
TJHA
1632
Thomas J. Herzfeld Advisors
Florida
$4.57K – – –
Legacy Financial Group (Iowa)
1633
Legacy Financial Group (Iowa)
Iowa
$4.33K +$4.04K +36 New
HCM
1634
Horrell Capital Management
Arkansas
$4K – – –
HWP
1635
Hibernia Wealth Partners
Louisiana
$3.85K +$3.59K +32 New
CQS
1636
Credential Qtrade Securities
$3.84K – – –
HWP
1637
Highline Wealth Partners
California
$3.6K – – –
CFS
1638
CGC Financial Services
Oregon
$3.36K – – –
IBOK
1639
Independence Bank of Kentucky
Kentucky
$3K – – –
TCPG
1640
Trivant Custom Portfolio Group
California
$3K – – –
KFP
1641
KB Financial Partners
New Jersey
$3K – – –
PVH
1642
Psagot Value Holdings
Israel
$3K – – –
IHWM
1643
Iron Horse Wealth Management
Iowa
$2.4K – – –
MWM
1644
Mascoma Wealth Management
New Hampshire
$2.4K +$2.25K +20 New
CTB
1645
Country Trust Bank
Illinois
$2.28K -$28.1K -250 -93%
JMF
1646
Johnson Midwest Financial
Iowa
$2.28K – – –
DAM
1647
Delta Asset Management
Tennessee
$2.04K – – –
CAS
1648
Coppell Advisory Solutions
Texas
$1.87K -$2.47K -22 -55%
TWP
1649
TFO Wealth Partners
Ohio
$1.72K +$1.24K +11 +157%
CP
1650
Castleview Partners
Texas
$1.68K +$1.57K +14 New