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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1651
Hoey Investments
Pennsylvania
$28.2K – – –
TFM
1652
TFC Financial Management
Massachusetts
$28.2K – – –
GJIA
1653
Glass Jacobson Investment Advisors
Maryland
$27.9K – – –
CPG
1654
Cornerstone Planning Group
New Jersey
$27.7K -$3.51K -26 -10%
MBFW
1655
Morton Brown Family Wealth
Pennsylvania
$27.2K -$270 -2 -1%
FUBT
1656
First United Bank & Trust
Maryland
$26.3K – – –
GA
1657
GoalVest Advisory
New York
$26.3K – – –
RF
1658
Robinswood Financial
Washington
$26.3K – – –
FIM
1659
FWL Investment Management
Texas
$26.3K +$27K +200 New
NC
1660
nVerses Capital
Florida
$26.3K +$27K +200 New
BGAI
1661
Bruce G. Allen Investments
Colorado
$26.2K -$2.43K -18 -8%
FWA
1662
FSC Wealth Advisors
New York
$26.2K – – –
BFPW
1663
BOK Financial Private Wealth
Colorado
$25.4K -$25.1K -186 -49%
GKIM
1664
GW&K Investment Management
Massachusetts
$25K +$1.35K +10 +6%
RWM
1665
Ruedi Wealth Management
Illinois
$25K – – –
SL
1666
Salomon & Ludwin
Virginia
$24.8K +$7.7K +57 +43%
SCM
1667
Silvant Capital Management
Georgia
$24.4K – – –
IWP
1668
IAG Wealth Partners
Wisconsin
$24.3K +$13.5K +100 +118%
FPB
1669
First PREMIER Bank
South Dakota
$24K -$4.46K -33 -15%
WB
1670
Webster Bank
Connecticut
$23.9K -$3.65K -27 -13%
OA
1671
Operose Advisors
Wisconsin
$23.1K – – –
VWM
1672
Valley Wealth Managers
New Jersey
$23K +$10.1K +75 +75%
AF
1673
Arrow Financial
New York
$23K – – –
RWA
1674
Redmont Wealth Advisors
Illinois
$22.9K – – –
BAM
1675
Byrne Asset Management
New Jersey
$22.7K – – –