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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1401
Berman Capital Advisors
Georgia
$67K -$16.7K -149 -20%
CB
1402
CNB Bank
Pennsylvania
$67K
FFC
1403
First Financial Corp
Indiana
$65K
HCA
1404
Horan Capital Advisors
Ohio
$64K
FANJ
1405
Financial Architects (New Jersey)
New Jersey
$62K +$112 +1 +0.2%
VCP
1406
Verus Capital Partners
Arizona
$62K +$62.9K +560 New
EWP
1407
Engrave Wealth Partners
Texas
$62K +$63.5K +565 New
HWA
1408
Heritage Wealth Advisors
Virginia
$60K +$4.04K +36 +7%
MCM
1409
MV Capital Management
Maryland
$59K -$6.52K -58 -10%
LWA
1410
Lenox Wealth Advisors
New York
$59K +$6.74K +60 +13%
EWM
1411
Endurance Wealth Management
Rhode Island
$58K
RCA
1412
Ranch Capital Advisors
Florida
$56K +$56.6K +504 New
CA
1413
Crewe Advisors
Utah
$55K -$94.4K -840 -63%
BAMG
1414
Brand Asset Management Group
Missouri
$55K
GWS
1415
Glassman Wealth Services
Virginia
$55K +$899 +8 +2%
PMFA
1416
Plante Moran Financial Advisors
Michigan
$54K -$56.3K -501 -51%
DOA
1417
D'Orazio & Associates
Virginia
$54K
1NWS
1418
1 North Wealth Services
Maryland
$53K
Kayne Anderson Rudnick Investment Management
1419
Kayne Anderson Rudnick Investment Management
California
$53K +$2.58K +23 +5%
AWMS
1420
Advocacy Wealth Management Services
Georgia
$52K
TI
1421
Truehand Inc
New Hampshire
$51K
LWM
1422
Lionsbridge Wealth Management
Florida
$51K +$53K +472 New
SWM
1423
Sugarloaf Wealth Management
Georgia
$50K +$50K +445 New
FWM
1424
FSA Wealth Management
Massachusetts
$49K +$49.9K +444 New
RWM
1425
Raffa Wealth Management
District of Columbia
$48K