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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RRMM
1776
Regatta Research & Money Management
Louisiana
$131K +$134K +776 New
FCAS
1777
First Command Advisory Services
Texas
$131K +$49.1K +285 +58%
GG
1778
Gleason Group
Kentucky
$130K +$6.71K +39 +5%
AIC
1779
Archer Investment Corporation
Indiana
$128K -$20.7K -120 -14%
SWM
1780
SHP Wealth Management
Massachusetts
$126K +$2.93K +17 +2%
CLOS
1781
Compagnie Lombard Odier SCmA
Switzerland
$125K -$63.7K -370 -33%
BWS
1782
Buck Wealth Strategies
Colorado
$125K +$128K +741 New
ESC
1783
Eurizon SLJ Capital
$125K
GSWM
1784
Golden State Wealth Management
California
$125K +$5.51K +32 +5%
Simplex Trading
1785
Simplex Trading
Illinois
$125K +$127K +737 New
CWP
1786
Clark Wealth Partners
Illinois
$123K +$861 +5 +0.7%
GEA
1787
Glen Eagle Advisors
New Jersey
$123K
GP
1788
Guardian Partners
Canada
$123K +$125K +725 New
PPC
1789
Park Place Capital
Alabama
$122K
MWA
1790
Miller Wealth Advisors
Colorado
$121K
TTIC
1791
Tower Trust & Investment Company
Iowa
$121K
PSB
1792
Piscataqua Savings Bank
New Hampshire
$121K
TVWM
1793
Tower View Wealth Management
Wisconsin
$121K +$689 +4 +0.6%
FB
1794
First Bancorp
Maine
$120K +$123K +712 New
FRA
1795
Front Row Advisors
California
$120K
NB
1796
NBH Bank
Colorado
$120K +$122K +710 New
VPW
1797
Vaquero Private Wealth
Texas
$120K +$122K +709 New
KTC
1798
Kentucky Trust Company
Kentucky
$119K +$1.03K +6 +0.9%
RTC
1799
Riverview Trust Company
Washington
$119K
ZBNA
1800
Zions Bancorporation, National Association
Utah
$116K -$7.92K -46 -6%