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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1701
Barrett & Company
Rhode Island
$11.4K
MSWM
1702
Mowery & Schoenfeld Wealth Management
Illinois
$10.9K +$12.2K +96 New
OA
1703
Operose Advisors
Wisconsin
$10.9K -$10.2K -80 -45%
HNW
1704
High Note Wealth
Minnesota
$10.8K +$12.1K +95 New
HIW
1705
Holos Integrated Wealth
Pennsylvania
$10.3K +$11.4K +90 New
CPBTD
1706
Central Pacific Bank - Trust Division
Hawaii
$10.1K
MAS
1707
MPWM Advisory Solutions
Georgia
$9.86K +$11.1K +87 New
PA
1708
Pineridge Advisors
Missouri
$9.78K +$127 +1 +1%
HWM
1709
HighMark Wealth Management
Minnesota
$9.77K +$127 +1 +1%
IWP
1710
IAG Wealth Partners
Wisconsin
$9.68K -$12.7K -100 -54%
Optiver Holding
1711
Optiver Holding
Netherlands
$9.46K +$10.6K +83 New
UOTTAIMCU
1712
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.23K
AWM
1713
Abound Wealth Management
Tennessee
$9.19K -$3.05K -24 -23%
TFIAP
1714
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$9.11K
KFP
1715
Keener Financial Planning
Texas
$9K
S
1716
Sachetta
Massachusetts
$8.43K -$3.94K -31 -30%
RWM
1717
Raffa Wealth Management
District of Columbia
$8.43K
DF
1718
Dunhill Financial
United Kingdom
$8.29K +$254 +2 +3%
PA
1719
PSI Advisors
Florida
$7.86K
FP
1720
Financial Perspectives
Minnesota
$7.18K
PWA
1721
Principia Wealth Advisory
Texas
$7.18K +$8.01K +63 New
TCG
1722
Transcendent Capital Group
Oklahoma
$7.06K +$7.89K +62 New
CFFP
1723
Center for Financial Planning
Michigan
$6.5K
SAM
1724
Synergy Asset Management
Washington
$6.44K +$6.23K +49 New
CA
1725
Crewe Advisors
Utah
$6.38K -$127 -1 -2%