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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
926
AA Financial Advisors
Ohio
$636K +$51.4K +381 +9%
LC
927
Lincoln Capital
Nebraska
$634K -$3.38K -25 -0.5%
BCM
928
BluePath Capital Management
Georgia
$631K -$2.97K -22 -0.5%
PA
929
Probity Advisors
Texas
$629K +$14.6K +108 +2%
IRC
930
Investors Research Corp
Georgia
$628K
SFS
931
Sharp Financial Services
Pennsylvania
$627K +$49.3K +365 +8%
CWG
932
Cornerstone Wealth Group
North Carolina
$625K +$1.62K +12 +0.3%
MYIA
933
Mount Yale Investment Advisors
Colorado
$625K -$247K -1,833 -28%
VWM
934
Venturi Wealth Management
Texas
$621K -$703K -5,204 -52%
KIA
935
KCM Investment Advisors
California
$621K
AFP
936
Ausdal Financial Partners
Iowa
$620K -$3.11K -23 -0.5%
AC
937
AXQ Capital
New Jersey
$618K +$635K +4,702 New
EWA
938
EverSource Wealth Advisors
Alabama
$617K -$63.5K -470 -9%
NP
939
NorthRock Partners
Minnesota
$615K +$17.7K +131 +3%
WPA
940
West Paces Advisors
Georgia
$615K -$3.65K -27 -0.6%
NSIM
941
North Star Investment Management
Illinois
$614K +$405 +3 +0.1%
MIC
942
Means Investment Company
Maine
$614K +$405 +3 +0.1%
NCFG
943
New Century Financial Group
New Jersey
$613K +$18.8K +139 +3%
TCOV
944
Trust Company of Vermont
Vermont
$608K +$13.8K +102 +2%
OR
945
Olympiad Research
Connecticut
$607K +$623K +4,615 New
MWM
946
Modera Wealth Management
New Jersey
$606K -$20.5K -152 -3%
RIA
947
Richwood Investment Advisors
Ohio
$602K +$11.5K +85 +2%
SAM
948
S.A. Mason
Michigan
$602K
GL
949
Graypoint LLC
New York
$599K -$22.3K -165 -3%
AM
950
AGF Management
Ontario, Canada
$597K -$10.8K -80 -2%