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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1301
JFS Wealth Advisors
Pennsylvania
$49K +$6.48K +77 +16%
TSWM
1302
Tyler-Stone Wealth Management
Ohio
$47K +$2.86K +34 +7%
EWM
1303
Endurance Wealth Management
Rhode Island
$46K -$12.6K -150 -22%
BWM
1304
Baystate Wealth Management
Massachusetts
$46K +$505 +6 +1%
SC
1305
Sierra Capital
Florida
$46K +$1.43K +17 +3%
AAP
1306
Arax Advisory Partners
Colorado
$45K +$1.01K +12 +2%
MCM
1307
MV Capital Management
Maryland
$44K +$505 +6 +1%
SC
1308
Siena Capital
Ohio
$44K +$42.5K +505 New
AIL
1309
AGF Investments LLC
Ontario, Canada
$43K +$505 +6 +1%
PCG
1310
Private Capital Group
Connecticut
$42K -$841 -10 -2%
LFG
1311
Larson Financial Group
Missouri
$41K -$4.54K -54 -10%
POIA
1312
Pin Oak Investment Advisors
Texas
$41K
PP
1313
PrairieView Partners
Minnesota
$41K +$1.09K +13 +3%
FFWM
1314
Future Financial Wealth Management
Ohio
$40K -$3.87K -46 -9%
AIM
1315
Achmea Investment Management
Netherlands
$40K +$39.1K +465 New
AIC
1316
Archer Investment Corporation
Indiana
$39.5K
TVWM
1317
Tower View Wealth Management
Wisconsin
$39K -$4.21K -50 -10%
GGI
1318
Godsey & Gibb Inc
Virginia
$39K
Kayne Anderson Rudnick Investment Management
1319
Kayne Anderson Rudnick Investment Management
California
$39K
TCM
1320
Tradewinds Capital Management
Washington
$39K +$252 +3 +0.7%
HWMA
1321
Heritage Wealth Management (Arizona)
Arizona
$39K +$37.8K +449 New
DWMG
1322
DB Wealth Management Group
California
$38K
OC
1323
Oakworth Capital
Alabama
$37K -$25.2K -300 -41%
CWM
1324
Curi Wealth Management
North Carolina
$37K +$337 +4 +0.9%
KFI
1325
Key Financial Inc
Pennsylvania
$36K