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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1251
Kings Point Capital Management
New York
$52K – – –
CWM
1252
Catamount Wealth Management
Connecticut
$51K – – –
B
1253
Bridgeworth
Alabama
$51K +$51.4K +457 New
WPW
1254
Winthrop Partners - WNY
New York
$50.4K – – –
AIM
1255
Arcadia Investment Management
Michigan
$50K – – –
PCM
1256
Penserra Capital Management
California
$49K +$5.06K +45 +11%
OSNBOA
1257
Old Second National Bank of Aurora
Illinois
$46K – – –
RIA
1258
RPG Investment Advisory
California
$45K -$33.7K -300 -43%
DWM
1259
Destination Wealth Management
California
$45K +$45K +400 New
BWM
1260
Baystate Wealth Management
Massachusetts
$44K +$3.94K +35 +10%
ACS
1261
Archford Capital Strategies
Illinois
$42K -$11.2K -100 -21%
CAL
1262
Capital Advisors Ltd
Ohio
$42K +$1.46K +13 +4%
GWS
1263
Glassman Wealth Services
Virginia
$42K +$10K +89 +32%
MSA
1264
Marino Stram & Associates
Massachusetts
$41K – – –
MCM
1265
MV Capital Management
Maryland
$41K – – –
SFM
1266
Signet Financial Management
New Jersey
$39K -$5.62K -50 -13%
BCP
1267
Blackhawk Capital Partners
Wisconsin
$39K – – –
PRS
1268
Pinkerton Retirement Specialists
Idaho
$39K – – –
FPB
1269
First PREMIER Bank
South Dakota
$38K – – –
LFA
1270
Legacy Financial Advisors
Kentucky
$38K +$20.3K +181 +118%
TG
1271
TLP Group
Illinois
$38K +$38.4K +342 New
CDIA
1272
Capital Directions Investment Advisors
Georgia
$37K +$36.5K +325 New
CT
1273
Clearstead Trust
Maine
$37K +$36.5K +325 New
WA
1274
WealthTrust-Arizona
Arizona
$36K -$16K -142 -31%
ANBT
1275
American National Bank & Trust
Texas
$36K – – –