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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1426
Kings Point Capital Management
New York
$48K -$15.3K -136 -24%
TW
1427
Towerpoint Wealth
California
$48K
WAS
1428
Winch Advisory Services
Wisconsin
$48K +$6.29K +56 +15%
GI
1429
Gradient Investments
Minnesota
$47K -$26.3K -234 -36%
FMB
1430
Field & Main Bank
Kentucky
$47K
BWM
1431
Baystate Wealth Management
Massachusetts
$46K +$337 +3 +0.7%
BWA
1432
BDO Wealth Advisors
Florida
$45K -$24.5K -218 -35%
1IA
1433
1834 Investment Advisors
Wisconsin
$45K -$11.2K -100 -20%
BWA
1434
Burt Wealth Advisors
Maryland
$45K
PCA
1435
Peddock Capital Advisors
Massachusetts
$45K +$44.9K +400 New
SIS
1436
Sound Income Strategies
Florida
$44K
EWM
1437
EPG Wealth Management
Georgia
$44K +$43.9K +391 New
BBA
1438
Braun-Bostich & Associates
Pennsylvania
$43K +$43.5K +387 New
GG
1439
Gleason Group
Kentucky
$42K +$42.4K +377 New
TRCT
1440
Tower Research Capital (TRC)
New York
$41K -$661K -5,882 -94%
TF
1441
TimeScale Financial
Massachusetts
$40K
FWM
1442
Filbrandt Wealth Management
Wisconsin
$40K +$40.9K +364 New
PFGIA
1443
Patriot Financial Group Insurance Agency
Massachusetts
$38K
TF
1444
Tompkins Financial
New York
$38K
MF
1445
Manchester Financial
California
$38K +$38.5K +343 New
ACM
1446
Anfield Capital Management
California
$38K +$45.7K +407 New
HGWM
1447
Harvest Group Wealth Management
Massachusetts
$37K +$112 +1 +0.3%
JGIA
1448
Jackson Grant Investment Advisers
Connecticut
$37K +$225 +2 +0.6%
JWA
1449
JFS Wealth Advisors
Pennsylvania
$35K +$12.9K +115 +57%
FCM
1450
Firestone Capital Management
Florida
$35K +$35.7K +318 New