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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1601
Concord Wealth Partners
Virginia
$91.7K -$4.06K -34 -5%
PMFA
1602
Plante Moran Financial Advisors
Michigan
$90.9K +$4.66K +39 +6%
TFA
1603
Toth Financial Advisory
Virginia
$90.8K
RFG
1604
RFP Financial Group
Georgia
$90.3K +$1.43K +12 +2%
MWA
1605
Miller Wealth Advisors
Colorado
$90.1K +$478 +4 +0.6%
VIA
1606
Virtus Investment Advisers
Connecticut
$89.9K
POIA
1607
Pin Oak Investment Advisors
Texas
$89K
DSC
1608
Duncker Streett & Co
Missouri
$87.3K -$3.35K -28 -4%
TSWM
1609
Tyler-Stone Wealth Management
Ohio
$84.2K +$11.2K +94 +17%
PWMG
1610
Prestige Wealth Management Group
New Jersey
$81.7K -$3.47K -29 -5%
BCM
1611
Basso Capital Management
Connecticut
$81.5K -$239K -2,000 -77%
AAP
1612
Arax Advisory Partners
Colorado
$80.4K +$120 +1 +0.2%
PP
1613
PFS Partners
New Jersey
$80.2K +$71.7K +600 +30,000%
BL
1614
BFSG LLC
California
$80K +$71.8K +601 New
LFA
1615
Legend Financial Advisors
Pennsylvania
$80K
BFPW
1616
BOK Financial Private Wealth
Colorado
$79.6K +$6.81K +57 +11%
PWM
1617
Partnership Wealth Management
Maryland
$79.4K +$65.7K +550 New
LF
1618
Lee Financial
Texas
$78.8K +$3.23K +27 +5%
CWM
1619
CarsonAllaria Wealth Management
Illinois
$77.8K +$598 +5 +0.9%
KHC
1620
Koesten Hirschmann & Crabtree
Kansas
$76.4K
FDCP
1621
Foster Dykema Cabot & Partners
Massachusetts
$76.3K +$68.5K +573 New
SL
1622
Salomon & Ludwin
Virginia
$74.9K
Loomis, Sayles & Company
1623
Loomis, Sayles & Company
Massachusetts
$74K -$9.56K -80 -13%
SAG
1624
Spotlight Asset Group
Illinois
$72.7K
DF
1625
DecisionPoint Financial
Arizona
$71.6K +$4.54K +38 +8%