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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1651
City State Bank
Iowa
$160K +$19.6K +136 +16%
CA
1652
Continuum Advisory
Idaho
$158K +$154K +1,069 New
GTAM
1653
Global Trust Asset Management
Florida
$157K – – –
MSFP
1654
Mark Sheptoff Financial Planning
Connecticut
$157K – – –
VNA
1655
Valley National Advisers
Pennsylvania
$151K -$3.17K -22 -2%
EWM
1656
Evermay Wealth Management
Virginia
$147K -$576 -4 -0.4%
BC
1657
Broadwater Capital
Massachusetts
$147K – – –
CFO
1658
CVA Family Office
Colorado
$145K +$432 +3 +0.3%
FHA
1659
First Horizon Advisors
Tennessee
$140K -$13.5K -94 -10%
GC
1660
Garde Capital
Washington
$139K -$55.2K -383 -31%
GI
1661
Gradient Investments
Minnesota
$139K -$27.2K -189 -18%
MTIC
1662
Missouri Trust & Investment Company
Missouri
$138K – – –
WPWM
1663
Western Pacific Wealth Management
Illinois
$138K +$122K +845 New
AAG
1664
Armstrong Advisory Group
Massachusetts
$137K – – –
JFA
1665
JNBA Financial Advisors
Minnesota
$137K -$64.8K -450 -35%
OIA
1666
Optimum Investment Advisors
Illinois
$137K – – –
MCM
1667
MV Capital Management
Maryland
$137K +$10.5K +73 +10%
MFA
1668
McClarren Financial Advisors
Pennsylvania
$135K +$144 +1 +0.1%
IBOK
1669
Independence Bank of Kentucky
Kentucky
$131K +$721 +5 +0.6%
OC
1670
Oakworth Capital
Alabama
$130K – – –
AW
1671
Avion Wealth
Texas
$130K +$14.1K +98 +14%
Kayne Anderson Rudnick Investment Management
1672
Kayne Anderson Rudnick Investment Management
California
$126K +$3.31K +23 +3%
JWA
1673
JFS Wealth Advisors
Pennsylvania
$126K -$6.92K -48 -6%
FMP
1674
Financial Management Professionals
Texas
$126K -$72.1K -500 -39%
VCM
1675
Versant Capital Management
Arizona
$124K – – –