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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1751
TFC Financial Management
Massachusetts
$179K +$9.64K +56 +6%
ACA
1752
American Capital Advisory
Idaho
$179K -$1.55K -9 -0.8%
SNB
1753
Security National Bank
Nebraska
$178K
M
1754
MOTCO
Texas
$175K +$18.6K +108 +12%
BW
1755
Bravera Wealth
North Dakota
$169K
MFC
1756
Mechanics Financial Corp
Ohio
$169K
AAG
1757
Armstrong Advisory Group
Massachusetts
$168K
TC
1758
Trust Company
Kansas
$166K -$116K -676 -41%
NF
1759
Napier Financial
Massachusetts
$164K +$21K +122 +14%
CSPIA
1760
Cary Street Partners Investment Advisory
Virginia
$163K +$13.3K +77 +9%
Kayne Anderson Rudnick Investment Management
1761
Kayne Anderson Rudnick Investment Management
California
$163K -$4.99K -29 -3%
NS
1762
NBC Securities
Alabama
$162K +$689 +4 +0.4%
TLA
1763
Tanglewood Legacy Advisors
Texas
$161K
BHWM
1764
Beaird Harris Wealth Management
Texas
$159K +$34.4K +200 +27%
B
1765
Birchbrook
Maine
$158K -$172 -1 -0.1%
FMP
1766
Financial Management Professionals
Texas
$156K +$26.7K +155 +20%
BC
1767
Broadwater Capital
Massachusetts
$152K
ADL
1768
Asset Dedication LLC
California
$152K +$8.09K +47 +6%
CA
1769
CoreCap Advisors
Michigan
$150K -$185K -1,072 -55%
BH
1770
Burk Holdings
Oklahoma
$147K
ANBT
1771
American National Bank & Trust
Texas
$147K
VWA
1772
VSM Wealth Advisory
Maryland
$141K +$172 +1 +0.1%
T
1773
TrustBank
Illinois
$140K -$3.44K -20 -2%
RWM
1774
Rialto Wealth Management
New York
$135K +$4.82K +28 +4%
PP
1775
PFS Partners
New Jersey
$134K +$516 +3 +0.4%