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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
NG
1751
Northstar Group
New York
$210K +$180K +1,151 New
LSPW
1752
Lake Street Private Wealth
Illinois
$210K +$180K +1,151 New
SW
1753
SMART Wealth
Nebraska
$209K +$180K +1,148 New
GD
1754
Grandfield & Dodd
New York
$209K +$180K +1,147 New
LWL
1755
Leo Wealth LLC
Texas
$208K +$179K +1,144 New
PTCG
1756
Pring Turner Capital Group
California
$208K +$179K +1,141 New
CPC
1757
Congress Park Capital
New York
$208K +$179K +1,140 New
IWA
1758
Inspirion Wealth Advisors
Illinois
$208K +$179K +1,140 New
YWM
1759
Yoder Wealth Management
California
$208K +$179K +1,140 New
BMWM
1760
Brown Miller Wealth Management
Virginia
$207K +$178K +1,136 New
LWA
1761
LifeGoal Wealth Advisors
New York
$207K +$184K +1,176 New
AWC
1762
Adamsbrown Wealth Consultants
Kansas
$206K +$177K +1,131 New
PNC
1763
Park National Corp
Ohio
$206K +$177K +1,131 New
KAS
1764
KPP Advisory Services
Kentucky
$206K -$102K -651 -37%
SA
1765
Scarborough Advisors
Maryland
$205K +$177K +1,128 New
CB
1766
Centennial Bank
Arkansas
$205K -$784 -5 -0.4%
CFP
1767
Cascade Financial Partners
California
$205K +$176K +1,125 New
KMWM
1768
Keudell/Morrison Wealth Management
Oregon
$205K +$176K +1,125 New
CLP
1769
Charis Legacy Partners
Texas
$204K +$176K +1,120 New
HI
1770
Hendershot Investments
Virginia
$204K +$176K +1,120 New
AT
1771
American Trust
Kentucky
$204K +$175K +1,118 New
FPL
1772
Fortress Private Ledger
North Carolina
$204K +$175K +1,118 New
RCM
1773
Raleigh Capital Management
North Carolina
$203K +$12.4K +79 +8%
SLG
1774
Sanchez Levi Garrett
$203K +$174K +1,113 New
BOS
1775
Bank of Stockton
California
$203K +$174K +1,113 New