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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
1076
Cypress Point Wealth Management
Texas
$51K -$35.8K -495 -41%
NFSG
1077
Newbridge Financial Services Group
Florida
$50K -$43.4K -599 -45%
EW
1078
Evoke Wealth
California
$49K -$72 -1 -0.1%
AA
1079
Addison Advisors
Vermont
$49K
TFA
1080
Toth Financial Advisory
Virginia
$48K
GG
1081
Gleason Group
Kentucky
$47K +$18.7K +258 +64%
PP
1082
Pacifica Partners
Canada
$46K
BMD
1083
Better Money Decisions
New Mexico
$44K
IRAG
1084
Investment Research & Advisory Group
Georgia
$43K
CYG
1085
Clean Yield Group
Vermont
$43K +$5.86K +81 +15%
CAL
1086
Capital Advisors Ltd
Ohio
$42K
SSC
1087
Syverson Strege & Co
Iowa
$42K
FCB
1088
First Command Bank
Texas
$42K +$869 +12 +2%
FCFS
1089
First Command Financial Services
Texas
$42K +$869 +12 +2%
GLLW
1090
Graves Light Lenhart Wealth
Virginia
$41K -$1.16K -16 -3%
EWM
1091
Endurance Wealth Management
Rhode Island
$41K
Loomis, Sayles & Company
1092
Loomis, Sayles & Company
Massachusetts
$41K +$145 +2 +0.3%
TF
1093
TimeScale Financial
Massachusetts
$41K +$290 +4 +0.7%
CWP
1094
Concord Wealth Partners
Virginia
$39K -$25.3K -349 -38%
PCG
1095
Private Capital Group
Connecticut
$38K -$21.4K -295 -35%
PMFA
1096
Plante Moran Financial Advisors
Michigan
$38K -$10.3K -142 -21%
LWA
1097
Lenox Wealth Advisors
New York
$38K +$217 +3 +0.6%
GWS
1098
Glassman Wealth Services
Virginia
$37K +$290 +4 +0.8%
GWSG
1099
GPS Wealth Strategies Group
Colorado
$36K
BWM
1100
Baystate Wealth Management
Massachusetts
$36K +$434 +6 +1%