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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1751
Financial Perspectives
Minnesota
$12K +$3.2K +25 +40%
STB
1752
S&T Bank
Pennsylvania
$12K +$6.28K +49 +126%
HHMI
1753
Howard Hughes Medical Institute
Maryland
$11.8K -$256 -2 -2%
SFCL
1754
Strengthening Families & Communities LLC
Massachusetts
$11.8K +$11K +86 New
WCM
1755
Westend Capital Management
California
$11.7K – – –
IWP
1756
IAG Wealth Partners
Wisconsin
$11.6K – – –
ABWM
1757
Alpine Bank Wealth Management
Colorado
$11.3K – – –
MAS
1758
MPWM Advisory Solutions
Georgia
$11.1K +$128 +1 +1%
KFP
1759
Keener Financial Planning
Texas
$11K – – –
T. Rowe Price Investment Management
1760
T. Rowe Price Investment Management
Maryland
$11K +$10.2K +80 New
PWA
1761
Principia Wealth Advisory
Texas
$10.5K +$256 +2 +3%
HFS
1762
Hopwood Financial Services
Virginia
$10.2K – – –
BL
1763
BFSG LLC
California
$10.2K +$9.61K +75 New
YP
1764
YANKCOM Partnership
South Dakota
$10.1K -$13.6K -106 -59%
AWM
1765
Activest Wealth Management
Florida
$9.79K +$897 +7 +11%
FFC
1766
First Financial Corp
Indiana
$9.38K – – –
NEWAS
1767
N.E.W. Advisory Services
Wisconsin
$9.29K – – –
NC
1768
North Capital
Utah
$9.25K – – –
AFG
1769
Albion Financial Group
Utah
$9.11K – – –
BCPWM
1770
Bradley & Co Private Wealth Management
Florida
$9.11K +$2.95K +23 +52%
LC
1771
Lavaca Capital
Texas
$8.98K – – –
HWP
1772
Highline Wealth Partners
California
$8.97K – – –
AWM
1773
Abound Wealth Management
Tennessee
$8.87K – – –
CA
1774
Crewe Advisors
Utah
$8.43K +$2.18K +17 +38%
CFFP
1775
Center for Financial Planning
Michigan
$7.75K – – –