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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1826
Rialto Wealth Management
New York
$141K +$1.88K +12 +2%
FMP
1827
Financial Management Professionals
Texas
$139K – – –
MTIC
1828
Missouri Trust & Investment Company
Missouri
$136K – – –
ESC
1829
Eurizon SLJ Capital
$135K +$5.33K +34 +5%
BHWM
1830
Beaird Harris Wealth Management
Texas
$135K – – –
ZBNA
1831
Zions Bancorporation, National Association
Utah
$134K -$126K -801 -52%
GG
1832
Gleason Group
Kentucky
$133K -$7.83K -50 -6%
SWM
1833
SHP Wealth Management
Massachusetts
$133K +$6.74K +43 +6%
GEA
1834
Glen Eagle Advisors
New Jersey
$133K – – –
CWP
1835
Clark Wealth Partners
Illinois
$132K +$784 +5 +0.7%
PPC
1836
Park Place Capital
Alabama
$132K +$30.6K +195 +37%
MWA
1837
Miller Wealth Advisors
Colorado
$130K +$627 +4 +0.6%
TTIC
1838
Tower Trust & Investment Company
Iowa
$130K – – –
PSB
1839
Piscataqua Savings Bank
New Hampshire
$130K – – –
BOJHT
1840
Bank of Jackson Hole Trust
Wyoming
$129K – – –
TVWM
1841
Tower View Wealth Management
Wisconsin
$129K +$22.6K +144 +25%
GSWM
1842
Golden State Wealth Management
California
$129K -$52K -332 -32%
RTC
1843
Riverview Trust Company
Washington
$128K -$9.09K -58 -8%
KTC
1844
Kentucky Trust Company
Kentucky
$128K – – –
TFA
1845
Toth Financial Advisory
Virginia
$124K – – –
QL
1846
Quarry LP
New York
$124K -$104K -662 -49%
CT
1847
Clearstead Trust
Maine
$120K – – –
SEP
1848
Signature Equity Partners
Ohio
$120K +$4.7K +30 +5%
LCA
1849
Legend Capital Advisors
New York
$117K +$101K +644 New
BC
1850
Broadwater Capital
Massachusetts
$116K – – –