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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1151
Archer Investment Corporation
Indiana
$39.1K
OC
1152
Oakworth Capital
Alabama
$39K -$2.59K -33 -6%
AWMS
1153
Advocacy Wealth Management Services
Georgia
$39K
ADIM
1154
Alpha DNA Investment Management
Maryland
$38K -$4.39K -56 -10%
POIA
1155
Pin Oak Investment Advisors
Texas
$38K
TI
1156
Truehand Inc
New Hampshire
$38K
Kayne Anderson Rudnick Investment Management
1157
Kayne Anderson Rudnick Investment Management
California
$37K
PO
1158
Private Ocean
California
$36K
DWMG
1159
DB Wealth Management Group
California
$35K
LF
1160
Lee Financial
Texas
$35K +$11.8K +150 +54%
FFC
1161
First Financial Corp
Indiana
$34K
MSFP
1162
Mark Sheptoff Financial Planning
Connecticut
$33K
GG
1163
Gleason Group
Kentucky
$33K +$392 +5 +1%
HFM
1164
Harvest Fund Management
China
$33K +$13.7K +174 +72%
LFG
1165
Larson Financial Group
Missouri
$32K +$16.9K +215 +124%
KFAA
1166
Klaas Financial Asset Advisors
Illinois
$31K +$314 +4 +1%
MCM
1167
MV Capital Management
Maryland
$30K +$549 +7 +2%
MF
1168
Manchester Financial
California
$29K
PP
1169
PrairieView Partners
Minnesota
$27K +$5.88K +75 +30%
FCM
1170
Firestone Capital Management
Florida
$26K
EIP
1171
Ellis Investment Partners
Pennsylvania
$26K +$235 +3 +0.9%
MWP
1172
Meridian Wealth Partners
Pennsylvania
$26K +$25.2K +321 New
MWM
1173
Mascoma Wealth Management
New Hampshire
$25K +$24.5K +312 New
ETC
1174
Exchange Traded Concepts
Oklahoma
$24K +$23.2K +296 New
CFD
1175
Creative Financial Designs
Indiana
$23K +$11.7K +149 +115%