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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1126
Financial Management Professionals
Texas
$108K -$18.2K -216 -15%
BFC
1127
Bedel Financial Consulting
Indiana
$108K +$29.5K +350 +39%
BA
1128
Bellwether Advisors
Nebraska
$107K
OIA
1129
Optimum Investment Advisors
Illinois
$106K
CPWM
1130
Cypress Point Wealth Management
Texas
$104K +$42.2K +500 +70%
ETI
1131
Enterprise Trust & Investment
California
$103K
JWM
1132
Janiczek Wealth Management
Colorado
$102K +$338 +4 +0.3%
WAM
1133
Wolverine Asset Management
Illinois
$101K +$100K +1,186 New
FRA
1134
Front Row Advisors
California
$100K
CA
1135
Centerpoint Advisors
Massachusetts
$99K
Point72 Asset Management
1136
Point72 Asset Management
Connecticut
$99K +$97.7K +1,158 New
WP
1137
WealthShield Partners
North Carolina
$98K -$26.5K -314 -22%
PSB
1138
Piscataqua Savings Bank
New Hampshire
$98K -$8.61K -102 -8%
CC
1139
Corsicana & Co
Texas
$98K +$96.4K +1,142 New
SB
1140
Strategic Blueprint
Georgia
$89K +$87.3K +1,034 New
SFFS
1141
Stonehage Fleming Financial Services
Jersey
$87K
HI
1142
Hudock Inc
Pennsylvania
$87K +$422 +5 +0.5%
BWA
1143
BDO Wealth Advisors
Florida
$86K
CI
1144
CX Institutional
Indiana
$86K +$8.19K +97 +11%
GFPC
1145
Global Financial Private Client
Florida
$86K
RFA
1146
Reilly Financial Advisors
California
$85K +$20.9K +248 +34%
GAM
1147
Gemmer Asset Management
California
$83K
VNA
1148
Valley National Advisers
Pennsylvania
$82K
EWM
1149
Evermay Wealth Management
Virginia
$82K +$80.2K +950 New
TFS
1150
TrustCore Financial Services
Tennessee
$81K -$4.73K -56 -6%