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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
ESC
1826
Eurizon SLJ Capital
$135K +$5.33K +34 +5%
BHWM
1827
Beaird Harris Wealth Management
Texas
$135K
ZBNA
1828
Zions Bancorporation, National Association
Utah
$134K -$126K -801 -52%
GG
1829
Gleason Group
Kentucky
$133K -$7.83K -50 -6%
SWM
1830
SHP Wealth Management
Massachusetts
$133K +$6.74K +43 +6%
GEA
1831
Glen Eagle Advisors
New Jersey
$133K
CWP
1832
Clark Wealth Partners
Illinois
$132K +$784 +5 +0.7%
PPC
1833
Park Place Capital
Alabama
$132K +$30.6K +195 +37%
MWA
1834
Miller Wealth Advisors
Colorado
$130K +$627 +4 +0.6%
TTIC
1835
Tower Trust & Investment Company
Iowa
$130K
PSB
1836
Piscataqua Savings Bank
New Hampshire
$130K
BOJHT
1837
Bank of Jackson Hole Trust
Wyoming
$129K
TVWM
1838
Tower View Wealth Management
Wisconsin
$129K +$22.6K +144 +25%
GSWM
1839
Golden State Wealth Management
California
$129K -$52K -332 -32%
RTC
1840
Riverview Trust Company
Washington
$128K -$9.09K -58 -8%
KTC
1841
Kentucky Trust Company
Kentucky
$128K
TFA
1842
Toth Financial Advisory
Virginia
$124K
QL
1843
Quarry LP
New York
$124K -$104K -662 -49%
CT
1844
Clearstead Trust
Maine
$120K
SEP
1845
Signature Equity Partners
Ohio
$120K +$4.7K +30 +5%
LCA
1846
Legend Capital Advisors
New York
$117K +$101K +644 New
BC
1847
Broadwater Capital
Massachusetts
$116K
KFI
1848
Key Financial Inc
Pennsylvania
$116K +$18.3K +117 +23%
PWMG
1849
Prestige Wealth Management Group
New Jersey
$115K +$43.1K +275 +77%
DF
1850
DecisionPoint Financial
Arizona
$114K