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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1301
Burt Wealth Advisors
Maryland
$41K
SIS
1302
Sound Income Strategies
Florida
$40K +$16.9K +169 +75%
WAS
1303
Winch Advisory Services
Wisconsin
$39K +$301 +3 +0.8%
PFO
1304
Pathstone Family Office
New Jersey
$38K -$36K -359 -49%
RA
1305
Rational Advisors
New York
$38K +$10.9K +109 +41%
MAU
1306
MRA Associates USA
Arizona
$37.8K +$37K +369 New
TF
1307
TimeScale Financial
Massachusetts
$37K -$3.01K -30 -8%
SLF
1308
Sun Life Financial
Ontario, Canada
$37K +$2.4K +24 +7%
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$35K
TF
1310
Tompkins Financial
New York
$35K
HGWM
1311
Harvest Group Wealth Management
Massachusetts
$34K +$301 +3 +0.9%
CT
1312
Clearstead Trust
Maine
$33K
JGIA
1313
Jackson Grant Investment Advisers
Connecticut
$33K +$301 +3 +0.9%
HS
1314
Horan Securities
United States
$31K +$200 +2 +0.7%
NIT
1315
NumerixS Investment Technologies
British Columbia, Canada
$31K +$30.1K +300 New
TCM
1316
Tradewinds Capital Management
Washington
$29K
QCIG
1317
Quad-Cities Investment Group
Iowa
$27K
AM
1318
Atwater Malick
Pennsylvania
$27K +$26.9K +268 New
FFW
1319
Fusion Family Wealth
New York
$26K
KTC
1320
Kistler-Tiffany Companies
Pennsylvania
$26K
OSNBOA
1321
Old Second National Bank of Aurora
Illinois
$26K
LF
1322
Lee Financial
Texas
$24K
LFG
1323
LifePlan Financial Group
Ohio
$24K
RTC
1324
Riverview Trust Company
Washington
$24K
TFGT
1325
TS Financial Group (TSFG)
Illinois
$23K