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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1651
Cornerstone Planning Group
New Jersey
$27.7K -$3.51K -26 -10%
MBFW
1652
Morton Brown Family Wealth
Pennsylvania
$27.2K -$270 -2 -1%
FUBT
1653
First United Bank & Trust
Maryland
$26.3K
GA
1654
GoalVest Advisory
New York
$26.3K
RF
1655
Robinswood Financial
Washington
$26.3K
FIM
1656
FWL Investment Management
Texas
$26.3K +$27K +200 New
NC
1657
nVerses Capital
Florida
$26.3K +$27K +200 New
BGAI
1658
Bruce G. Allen Investments
Colorado
$26.2K -$2.43K -18 -8%
FWA
1659
FSC Wealth Advisors
New York
$26.2K
BFPW
1660
BOK Financial Private Wealth
Colorado
$25.4K -$25.1K -186 -49%
GKIM
1661
GW&K Investment Management
Massachusetts
$25K +$1.35K +10 +6%
RWM
1662
Ruedi Wealth Management
Illinois
$25K
SL
1663
Salomon & Ludwin
Virginia
$24.8K +$7.7K +57 +43%
SCM
1664
Silvant Capital Management
Georgia
$24.4K
IWP
1665
IAG Wealth Partners
Wisconsin
$24.3K +$13.5K +100 +118%
FPB
1666
First PREMIER Bank
South Dakota
$24K -$4.46K -33 -15%
WB
1667
Webster Bank
Connecticut
$23.9K -$3.65K -27 -13%
OA
1668
Operose Advisors
Wisconsin
$23.1K
VWM
1669
Valley Wealth Managers
New Jersey
$23K +$10.1K +75 +75%
AF
1670
Arrow Financial
New York
$23K
RWA
1671
Redmont Wealth Advisors
Illinois
$22.9K
BAM
1672
Byrne Asset Management
New Jersey
$22.7K
LIM
1673
Lagoda Investment Management
New York
$22.3K
AWA
1674
Authentikos Wealth Advisory
California
$22K +$22.5K +167 New
SWA
1675
SOA Wealth Advisors
New York
$21.8K +$135 +1 +0.6%