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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SCFS
1701
Stewardship Concepts Financial Services
Washington
$211K +$215K +1,247 New
PWAM
1702
Private Wealth Asset Management
Iowa
$211K +$8.26K +48 +4%
TCM
1703
Triumph Capital Management
Colorado
$210K -$2.58K -15 -1%
PWA
1704
Prairie Wealth Advisors
Nebraska
$210K – – –
NWMG
1705
National Wealth Management Group
Ohio
$210K -$8.95K -52 -4%
BA
1706
Bluesphere Advisors
Pennsylvania
$209K – – –
PWP
1707
Perfromance Wealth Partners
Illinois
$209K +$2.93K +17 +1%
AWM
1708
Athena Wealth Management
Nevada
$209K -$47.7K -277 -18%
CCIA
1709
Cherry Creek Investment Advisors
Colorado
$209K – – –
CSC
1710
Caldwell Sutter Capital
California
$209K -$861 -5 -0.4%
CICI
1711
Capital Investment Counsel Inc
North Carolina
$209K – – –
NB
1712
NBT Bank
New York
$209K -$30.8K -179 -13%
BCA
1713
Bay Colony Advisors
Massachusetts
$209K -$6.71K -39 -3%
PWP
1714
Ponta Wealth Partners
Florida
$208K +$212K +1,233 New
CFO
1715
CVA Family Office
Colorado
$208K -$3.27K -19 -2%
VNA
1716
Valley National Advisers
Pennsylvania
$207K -$689 -4 -0.3%
WA
1717
Wealth Alliance
New York
$207K +$210K +1,222 New
SPC
1718
Spirepoint Private Client
Florida
$206K – – –
CFA
1719
Capstone Financial Advisors
Illinois
$206K -$344 -2 -0.2%
CA
1720
Carson Advisory
Georgia
$206K +$344 +2 +0.2%
KCPG
1721
Kavar Capital Partners Group
Kansas
$206K +$3.79K +22 +2%
BWP
1722
Barlow Wealth Partners
Kentucky
$205K +$188K +1,092 New
TWP
1723
Tempus Wealth Planning
California
$205K -$3.44K -20 -2%
FWTB
1724
First Western Trust Bank
Colorado
$205K -$1.38K -8 -0.7%
HWMG
1725
Hurlow Wealth Management Group
Indiana
$204K +$344 +2 +0.2%