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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1401
Tyler-Stone Wealth Management
Ohio
$56K – – –
EWM
1402
Endurance Wealth Management
Rhode Island
$55K – – –
TFA
1403
Transamerica Financial Advisors
Florida
$55K – – –
Credit Agricole
1404
Credit Agricole
France
$54.4K -$1.28M -12,536 -96%
CAC
1405
Core Alternative Capital
Georgia
$53.7K +$15.3K +150 +41%
DF
1406
DecisionPoint Financial
Arizona
$52K +$51.1K +500 New
AIC
1407
Archer Investment Corporation
Indiana
$49.9K – – –
MSCM
1408
McElhenny Sheffield Capital Management
Texas
$48.7K +$47.9K +468 New
TVWM
1409
Tower View Wealth Management
Wisconsin
$48K +$409 +4 +0.9%
WOSD
1410
WFA of San Diego
California
$47.8K +$47K +459 New
DWMG
1411
DB Wealth Management Group
California
$45.3K – – –
TCM
1412
Tradewinds Capital Management
Washington
$45.1K +$13.1K +128 +42%
OC
1413
Oakworth Capital
Alabama
$44.3K – – –
TF
1414
TimeScale Financial
Massachusetts
$44.2K +$102 +1 +0.2%
CSWM
1415
Cassady Schiller Wealth Management
Ohio
$43.2K +$42.4K +415 New
SC
1416
Sierra Capital
Florida
$43K – – –
WAM
1417
Worth Asset Management
Texas
$42.8K +$205 +2 +0.5%
Loomis, Sayles & Company
1418
Loomis, Sayles & Company
Massachusetts
$42K +$35.9K +351 +716%
AF
1419
Affiance Financial
Minnesota
$41.6K +$40.9K +400 New
PP
1420
PrairieView Partners
Minnesota
$41K – – –
FCB
1421
First Command Bank
Texas
$41K +$5.11K +50 +15%
FCFS
1422
First Command Financial Services
Texas
$41K +$5.11K +50 +15%
EA
1423
Evolution Advisers
Virginia
$40K – – –
FSWA
1424
Financial Synergies Wealth Advisors
Texas
$39.3K – – –
FPB
1425
First PREMIER Bank
South Dakota
$39K – – –