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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1951
Turtle Creek Wealth Advisors
Texas
– -$118K -890 Closed
A
1952
AJOVista
Massachusetts
– -$109K -822 Closed
LSA
1953
Leonteq Securities AG
Switzerland
– -$105K -792 Closed
GWS
1954
Glassman Wealth Services
Virginia
– -$99.2K -745 Closed
Qube Research & Technologies (QRT)
1955
Qube Research & Technologies (QRT)
United Kingdom
– -$99.6K -691 Closed
RIM
1956
Rockbridge Investment Management
New York
– -$91.9K -690 Closed
LF
1957
Lee Financial
Texas
– -$78.8K -592 Closed
AA
1958
AlphaMark Advisors
Kentucky
– -$59K -445 Closed
LFA
1959
Livelsberger Financial Advisory
Ohio
– -$56.7K -426 Closed
MFG
1960
Mendota Financial Group
Wisconsin
– -$55.3K -415 Closed
TFG
1961
Team Financial Group
California
– -$43.8K -329 Closed
AP
1962
Arlington Partners
Alabama
– -$42.1K -316 Closed
GCM
1963
Gladius Capital Management
Illinois
– -$36.5K -274 Closed
AI
1964
AXS Investments
New York
– -$34.1K -256 Closed
ASBI
1965
American State Bank (Iowa)
Iowa
– -$33.3K -250 Closed
AIMA
1966
Ables Iannone Moore & Associates
Georgia
– -$26.6K -200 Closed
MSWM
1967
McGlone Suttner Wealth Management
Wisconsin
– -$23.8K -179 Closed
GWMIA
1968
Global Wealth Management Investment Advisory
Florida
– -$20K -150 Closed
NMG
1969
New Millennium Group
Utah
– -$16.3K -123 Closed
FWM
1970
Focused Wealth Management
New York
– -$15.9K -120 Closed
TAS
1971
TIFF Advisory Services
Pennsylvania
– -$15.2K -114 Closed
GAMC
1972
Garner Asset Management Corp
Texas
– -$14.9K -102 Closed
LFA
1973
Level Financial Advisors
New York
– -$13.4K -101 Closed
AWM
1974
Able Wealth Management
New Jersey
– -$5.71K -43 Closed
FCG
1975
Financial Connections Group
California
– -$3K -30 Closed