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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1651
Schrum Private Wealth Management
Florida
$226K +$54.1K +314 +26%
WP
1652
WealthShield Partners
North Carolina
$226K -$248K -1,439 -52%
QL
1653
Quarry LP
New York
$225K +$113K +654 +96%
VW
1654
Vance Wealth
California
$225K -$32.4K -188 -12%
EW
1655
Expressive Wealth
Illinois
$225K +$11.5K +67 +5%
HC
1656
Hendley & Co
Ohio
$225K
FFA
1657
First Foundation Advisors
California
$225K +$229K +1,331 New
IIM
1658
InTrack Investment Management
Vermont
$223K -$4.99K -29 -2%
AF
1659
Aldebaran Financial
$223K
GBT
1660
Grove Bank & Trust
Florida
$223K
CWS
1661
Cypress Wealth Services
California
$222K +$8.26K +48 +4%
LWM
1662
LeConte Wealth Management
Tennessee
$222K +$37K +215 +20%
FA
1663
Fermata Advisors
California
$222K +$226K +1,312 New
SS
1664
SBI Securities
Japan
$222K -$1.55K -9 -0.7%
CAM
1665
Covenant Asset Management
New Jersey
$221K
WDA
1666
Wendell David Associates
New Hampshire
$221K
NAS
1667
NWF Advisory Services
California
$221K -$4.3K -25 -2%
CWA
1668
Canvas Wealth Advisors
Kansas
$221K +$2.24K +13 +1%
BWP
1669
BSW Wealth Partners
Colorado
$220K -$1.38K -8 -0.6%
GPI
1670
General Partner Inc
Pennsylvania
$220K
NG
1671
Novem Group
New York
$220K +$5.85K +34 +3%
BW
1672
BXM Wealth
Colorado
$220K
EDRH
1673
Edmond de Rothschild Holding
Switzerland
$220K
SG
1674
StoneX Group
New York
$219K -$201K -1,169 -47%
WSCM
1675
Wellington Shields Capital Management
New York
$218K