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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1126
Bank Julius Baer & Co
Switzerland
$64K -$28.7K -405 -31%
CYG
1127
Clean Yield Group
Vermont
$64K
JFA
1128
JNBA Financial Advisors
Minnesota
$64K +$1.13K +16 +2%
RFA
1129
Reilly Financial Advisors
California
$62K -$14.2K -200 -19%
VCM
1130
Versant Capital Management
Arizona
$59K +$1.98K +28 +3%
WCG
1131
Weaver Consulting Group
California
$58K
FANJ
1132
Financial Architects (New Jersey)
New Jersey
$55K +$14.3K +202 +36%
NIM
1133
NuWave Investment Management
New Jersey
$54K -$265K -3,748 -83%
LFASL
1134
Lugano Financial Advisors SA (LFA)
Switzerland
$54K
CAC
1135
Certified Advisory Corp
Florida
$54K +$142 +2 +0.3%
OC
1136
Oakworth Capital
Alabama
$54K +$7.08K +100 +15%
RA
1137
Rational Advisors
New York
$54K +$53.4K +754 New
LWA
1138
Lenox Wealth Advisors
New York
$52K +$8.35K +118 +19%
IAS
1139
IMA Advisory Services
Colorado
$51K
CAL
1140
Capital Advisors Ltd
Ohio
$51K +$71 +1 +0.1%
ACA
1141
Atlas Capital Advisors
Wyoming
$49.8K -$3.89K -55 -7%
TFA
1142
Toth Financial Advisory
Virginia
$49K -$1.7K -24 -3%
BC
1143
Barnett & Company
Tennessee
$49K
EW
1144
Evoke Wealth
California
$47K -$14.9K -211 -24%
CCMW
1145
Cypress Capital Management (Wyoming)
Wyoming
$47K
PMFA
1146
Plante Moran Financial Advisors
Michigan
$46K +$28.3K +400 +171%
MLFP
1147
MPS Loria Financial Planners
Illinois
$46K +$44.8K +633 New
ANBT
1148
American National Bank & Trust
Texas
$45K
1W
1149
1776 Wealth
Georgia
$44K
IRAG
1150
Investment Research & Advisory Group
Georgia
$44K