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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
NSG
2076
Nalls Sherbakoff Group
Tennessee
$2.87K – – –
IWM
2077
IMG Wealth Management
Florida
$2.87K +$2.93K +17 New
BCV
2078
Banque Cantonale Vaudoise
Switzerland
$2.72K +$1.17M +6,803 +73%
SFS
2079
Sunrise Financial Services
Washington
$2.71K -$2.93K -17 -52%
WTA
2080
Washington Trust Advisors
Massachusetts
$2.71K – – –
DFA
2081
DHJJ Financial Advisors
Illinois
$2.37K – – –
1CP
2082
1015 Capital Partners
Pennsylvania
$2.2K – – –
WCM
2083
Winthrop Capital Management
Indiana
$2K +$2.24K +13 New
AIS
2084
Advocate Investing Services
Maryland
$1.86K – – –
FGA
2085
Fortis Group Advisors
New Jersey
$1.86K +$1.89K +11 New
AP
2086
Aspect Partners
Virginia
$1.69K – – –
DCM
2087
Davis Capital Management
Florida
$1.69K +$1.21K +7 +233%
PS
2088
PayPay Securities
Japan
$1.52K -$8.61K -50 -85%
DRP
2089
Decker Retirement Planning
Utah
$1.35K +$1.38K +8 New
KPP
2090
Kings Path Partners
Texas
$1.35K +$1.38K +8 New
SA
2091
Seneschal Advisors
Washington
$1.01K – – –
MWM
2092
Mascoma Wealth Management
New Hampshire
$1.01K -$172 -1 -14%
PWA
2093
Provenance Wealth Advisors
Florida
$1.01K +$1.03K +6 New
HHGA
2094
Halbert Hargrove Global Advisors
California
$949 +$1.03K +6 New
SWAG
2095
Spectrum Wealth Advisory Group
California
$851 +$861 +5 New
TCA
2096
Trifecta Capital Advisors
Illinois
$846 +$861 +5 New
AF
2097
Alerus Financial
North Dakota
$845 – – –
BIM
2098
Breakwater Investment Management
Washington
$677 – – –
FF
2099
Friedenthal Financial
New Jersey
$646 -$26.3K -153 -97%
Vanguard Advisers Inc
2100
Vanguard Advisers Inc
Pennsylvania
$507 +$516 +3 New