We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1826
West Paces Advisors
Georgia
$95.3K +$97.1K +564 New
SVWA
1827
Sarver Vrooman Wealth Advisors
Missouri
$95K – – –
CSB
1828
City State Bank
Iowa
$94.8K – – –
MMCM
1829
Murphy & Mullick Capital Management
New York
$94.2K – – –
MO
1830
McMillan Office
Michigan
$93.3K – – –
MSFP
1831
Mark Sheptoff Financial Planning
Connecticut
$93K – – –
HAP
1832
Harbor Asset Planning
Massachusetts
$90.2K – – –
JWM
1833
JPL Wealth Management
Colorado
$90.1K +$344 +2 +0.4%
SGK
1834
Steigerwald Gordon & Koch
Virginia
$89.8K – – –
APW
1835
Aventura Private Wealth
Florida
$88.1K -$172 -1 -0.2%
OAJ
1836
Ogorek Anthony Joseph
New York
$87K – – –
TFIPS
1837
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86.2K +$24.1K +140 +38%
SGFG
1838
Silver Grove Financial Group
New York
$84.6K +$84.9K +493 +7,043%
APW
1839
Acima Private Wealth
Virginia
$84.5K – – –
DSC
1840
Duncker Streett & Co
Missouri
$84.5K – – –
FWA
1841
Flagship Wealth Advisors
Massachusetts
$84.5K – – –
VWM
1842
Valley Wealth Managers
New Jersey
$84.5K – – –
PWA
1843
Physician Wealth Advisors
Utah
$83.5K +$7.75K +45 +10%
JFA
1844
JNBA Financial Advisors
Minnesota
$82.7K +$3.79K +22 +5%
MAM
1845
Morse Asset Management
Connecticut
$80.3K +$25.8K +150 +46%
1NWS
1846
1 North Wealth Services
Maryland
$80.1K – – –
SL
1847
Salomon & Ludwin
Virginia
$79.6K -$2.41K -14 -3%
FS
1848
Financially Speaking
Colorado
$79.3K – – –
CCA
1849
Catalyst Capital Advisors
New York
$79.1K +$80.6K +468 New
GKIM
1850
GW&K Investment Management
Massachusetts
$78K +$23.4K +136 +41%
72 73
74
75 76