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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1201
Private Capital Group
Connecticut
$36K -$3.7K -49 -9%
TVWM
1202
Tower View Wealth Management
Wisconsin
$36K – – –
JWA
1203
JFS Wealth Advisors
Pennsylvania
$36K +$3.78K +50 +11%
ONST
1204
Old North State Trust
North Carolina
$36K +$4.46K +59 +14%
MCM
1205
MV Capital Management
Maryland
$36K +$5.52K +73 +17%
AIL
1206
AGF Investments LLC
Ontario, Canada
$36K +$5.9K +78 +19%
AIC
1207
Archer Investment Corporation
Indiana
$34.7K – – –
AWMS
1208
Advocacy Wealth Management Services
Georgia
$34K – – –
POIA
1209
Pin Oak Investment Advisors
Texas
$34K – – –
Kayne Anderson Rudnick Investment Management
1210
Kayne Anderson Rudnick Investment Management
California
$33K – – –
PP
1211
PrairieView Partners
Minnesota
$33K – – –
TI
1212
Truehand Inc
New Hampshire
$33K – – –
TCM
1213
Tradewinds Capital Management
Washington
$33K +$227 +3 +0.7%
GGI
1214
Godsey & Gibb Inc
Virginia
$33K +$34K +450 New
NF
1215
Norwood Financial
Pennsylvania
$33K +$34.8K +460 New
TFS
1216
TrustCore Financial Services
Tennessee
$32K -$44.3K -586 -57%
DWMG
1217
DB Wealth Management Group
California
$32K – – –
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$32K +$831 +11 +3%
SA
1219
SRH Advisors
Kansas
$31K – – –
CWM
1220
Curi Wealth Management
North Carolina
$31K +$32.4K +428 New
HFM
1221
Harvest Fund Management
China
$30K – – –
KFI
1222
Key Financial Inc
Pennsylvania
$30K – – –
MSFP
1223
Mark Sheptoff Financial Planning
Connecticut
$30K +$756 +10 +2%
SC
1224
Schubert & Co
Texas
$29K +$30.7K +406 New
KFAA
1225
Klaas Financial Asset Advisors
Illinois
$28K +$378 +5 +1%