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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GPI
1651
General Partner Inc
Pennsylvania
$237K
BW
1652
BXM Wealth
Colorado
$237K -$154K -980 -43%
DT
1653
DV Trading
Illinois
$237K +$204K +1,300 New
EDRH
1654
Edmond de Rothschild Holding
Switzerland
$237K +$204K +1,300 New
NWMG
1655
National Wealth Management Group
Ohio
$236K +$203K +1,296 New
OL
1656
Optas LLC
Texas
$236K +$203K +1,295 New
EMAM
1657
Encompass More Asset Management
California
$236K +$203K +1,294 New
WIA
1658
Wetzel Investment Advisors
Indiana
$236K +$203K +1,294 New
WSCM
1659
Wellington Shields Capital Management
New York
$235K
SP
1660
Stonebrook Private
Michigan
$235K +$202K +1,291 New
CWA
1661
Canvas Wealth Advisors
Kansas
$235K +$202K +1,291 New
TWM
1662
Tradition Wealth Management
Minnesota
$235K +$202K +1,290 New
PCM
1663
Prelude Capital Management
New York
$235K +$202K +1,290 New
RWS
1664
Resolute Wealth Strategies
Mississippi
$234K +$202K +1,287 New
Lazard Asset Management
1665
Lazard Asset Management
New York
$234K +$202K +1,286 New
MA
1666
MJP Associates
Connecticut
$234K +$201K +1,284 New
SWA
1667
Sax Wealth Advisors
New Jersey
$234K
CGH
1668
CMG Global Holdings
Texas
$233K +$200K +1,278 New
PCMC
1669
Paragon Capital Management (Colorado)
Colorado
$233K +$200K +1,277 New
TWD
1670
True Wealth Design
Ohio
$232K -$14.9K -95 -7%
BCA
1671
Bay Colony Advisors
Massachusetts
$232K +$199K +1,273 New
SB
1672
SIG Brokerage
New York
$232K +$199K +1,273 New
GAM
1673
Griffin Asset Management
New York
$232K +$199K +1,273 New
EPIM
1674
Evelyn Partners Investment Management
$231K -$22.1K -141 -10%
William Blair Investment Management
1675
William Blair Investment Management
Illinois
$231K +$199K +1,270 New