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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1501
Pin Oak Investment Advisors
Texas
$80K – – –
PMFA
1502
Plante Moran Financial Advisors
Michigan
$77.4K -$9.09K -81 -11%
PWMG
1503
Prestige Wealth Management Group
New Jersey
$77.3K – – –
MFG
1504
Mendota Financial Group
Wisconsin
$76.9K -$7.29K -65 -9%
Loomis, Sayles & Company
1505
Loomis, Sayles & Company
Massachusetts
$76K +$7.18K +64 +11%
SL
1506
Salomon & Ludwin
Virginia
$74.9K +$69.9K +623 New
QT
1507
Quantbot Technologies
New York
$73.1K -$192K -1,708 -74%
SAG
1508
Spotlight Asset Group
Illinois
$72.7K – – –
AAP
1509
Arax Advisory Partners
Colorado
$72.5K -$1.24K -11 -2%
LFA
1510
Legend Financial Advisors
Pennsylvania
$72.2K – – –
IUHSA
1511
Itau Unibanco Holding S.A.
Brazil
$71.7K +$20.3K +181 +44%
CWM
1512
CarsonAllaria Wealth Management
Illinois
$69.6K -$51.2K -456 -44%
FDCC
1513
Foster Dykema Cabot & Co
Massachusetts
$69K – – –
KHC
1514
Koesten Hirschmann & Crabtree
Kansas
$69K – – –
LF
1515
Lee Financial
Texas
$67.9K +$7.41K +66 +13%
BWM
1516
Baystate Wealth Management
Massachusetts
$67.9K +$561 +5 +0.9%
BFPW
1517
BOK Financial Private Wealth
Colorado
$65K – – –
TSWM
1518
Tyler-Stone Wealth Management
Ohio
$65K – – –
TVWM
1519
Tower View Wealth Management
Wisconsin
$63K +$449 +4 +0.8%
KFI
1520
Key Financial Inc
Pennsylvania
$62.1K – – –
AIC
1521
Archer Investment Corporation
Indiana
$61.4K – – –
DF
1522
DecisionPoint Financial
Arizona
$60.1K – – –
PO
1523
Private Ocean
California
$55.9K +$16.8K +150 +48%
RA
1524
Rational Advisors
New York
$55.4K +$51.7K +461 New
AA
1525
AlphaMark Advisors
Kentucky
$53K -$2.81K -25 -5%