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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1201
WealthBridge Capital Management
Ohio
$84K +$94.8K +970 New
CAL
1202
Capital Advisors Ltd
Ohio
$81K +$98 +1 +0.1%
BCA
1203
Berman Capital Advisors
Georgia
$81K +$92.4K +946 New
ONST
1204
Old North State Trust
North Carolina
$80K +$98 +1 +0.1%
LWCFA
1205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K – – –
Parallax Volatility Advisers
1206
Parallax Volatility Advisers
California
$79K +$87.6K +897 +5,606%
SA
1207
SRH Advisors
Kansas
$78K – – –
AWM
1208
Aevitas Wealth Management
Massachusetts
$71K -$9.67K -99 -11%
EFSCE
1209
Enterprise Financial Services Corp (EFSC)
Missouri
$70K +$1.37K +14 +2%
TF
1210
Tompkins Financial
New York
$69K – – –
BDWM
1211
Brewin Dolphin Wealth Management
Ireland
$68.9K – – –
CCMW
1212
Cypress Capital Management (Wyoming)
Wyoming
$68K +$3.32K +34 +5%
AIS
1213
Accurate Investment Solutions
Pennsylvania
$66K +$293 +3 +0.4%
JFA
1214
JNBA Financial Advisors
Minnesota
$65K -$3.5M -35,847 -98%
1IA
1215
1834 Investment Advisors
Wisconsin
$65K – – –
JA
1216
JOYN Advisors
Georgia
$65K +$56.5K +578 +319%
LWM
1217
Liberty Wealth Management
California
$63K +$71.9K +736 New
IAS
1218
IMA Advisory Services
Colorado
$62K – – –
OC
1219
Oakworth Capital
Alabama
$60K -$4.2K -43 -6%
TFA
1220
Toth Financial Advisory
Virginia
$60K +$489 +5 +0.7%
CIAS
1221
Capital Investment Advisory Services
North Carolina
$57K +$64.3K +658 New
GEA
1222
Glen Eagle Advisors
New Jersey
$56.9K – – –
EWM
1223
Endurance Wealth Management
Rhode Island
$54K – – –
BWA
1224
BDO Wealth Advisors
Florida
$54K +$11.7K +120 +24%
MOS
1225
MGO One Seven
Ohio
$54K +$62.3K +638 New