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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1401
Endurance Wealth Management
Rhode Island
$55K
TFA
1402
Transamerica Financial Advisors
Florida
$55K
Credit Agricole
1403
Credit Agricole
France
$54.4K -$1.28M -12,536 -96%
CAC
1404
Core Alternative Capital
Georgia
$53.7K +$15.3K +150 +41%
DF
1405
DecisionPoint Financial
Arizona
$52K +$51.1K +500 New
AIC
1406
Archer Investment Corporation
Indiana
$49.9K
MSCM
1407
McElhenny Sheffield Capital Management
Texas
$48.7K +$47.9K +468 New
TVWM
1408
Tower View Wealth Management
Wisconsin
$48K +$409 +4 +0.9%
WOSD
1409
WFA of San Diego
California
$47.8K +$47K +459 New
DWMG
1410
DB Wealth Management Group
California
$45.3K
TCM
1411
Tradewinds Capital Management
Washington
$45.1K +$13.1K +128 +42%
OC
1412
Oakworth Capital
Alabama
$44.3K
TF
1413
TimeScale Financial
Massachusetts
$44.2K +$102 +1 +0.2%
CSWM
1414
Cassady Schiller Wealth Management
Ohio
$43.2K +$42.4K +415 New
SC
1415
Sierra Capital
Florida
$43K
WAM
1416
Worth Asset Management
Texas
$42.8K +$205 +2 +0.5%
Loomis, Sayles & Company
1417
Loomis, Sayles & Company
Massachusetts
$42K +$35.9K +351 +716%
AF
1418
Affiance Financial
Minnesota
$41.6K +$40.9K +400 New
PP
1419
PrairieView Partners
Minnesota
$41K
FCB
1420
First Command Bank
Texas
$41K +$5.11K +50 +15%
FCFS
1421
First Command Financial Services
Texas
$41K +$5.11K +50 +15%
EA
1422
Evolution Advisers
Virginia
$40K
FSWA
1423
Financial Synergies Wealth Advisors
Texas
$39.3K
FPB
1424
First PREMIER Bank
South Dakota
$39K
FCA
1425
FinTrust Capital Advisors
South Carolina
$38.3K +$307 +3 +0.8%