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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1601
Concord Wealth Partners
Virginia
$77.3K +$1.92K +13 +2%
TVWM
1602
Tower View Wealth Management
Wisconsin
$75.5K +$592 +4 +0.8%
Loomis, Sayles & Company
1603
Loomis, Sayles & Company
Massachusetts
$74K -$5.18K -35 -6%
DF
1604
DecisionPoint Financial
Arizona
$72.7K -$13.8K -93 -16%
APW
1605
Acima Private Wealth
Virginia
$70.6K – – –
IRAG
1606
Investment Research & Advisory Group
Georgia
$70.6K – – –
KFI
1607
Key Financial Inc
Pennsylvania
$69.9K – – –
BCMLT
1608
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.5K -$3.55K -24 -5%
POIA
1609
Pin Oak Investment Advisors
Texas
$68K – – –
HGERS
1610
Householder Group Estate & Retirement Specialist
Arizona
$67K +$52.4K +354 +283%
DWS
1611
Dynamic Wealth Strategies
California
$65K – – –
CC
1612
Cypress Capital
Tennessee
$63.5K +$66.6K +450 New
C
1613
Covestor
United Kingdom
$58K -$1.78K -12 -3%
FCA
1614
FinTrust Capital Advisors
South Carolina
$57.1K +$1.92K +13 +3%
LFA
1615
Legend Financial Advisors
Pennsylvania
$56.3K -$7.7K -52 -12%
SIS
1616
Sound Income Strategies
Florida
$56.1K -$16K -108 -21%
FGAM
1617
Financial Gravity Asset Management
Texas
$56K -$444 -3 -0.8%
TC
1618
Tacita Capital
Ontario, Canada
$55.2K +$57.9K +391 New
TIM
1619
Tortoise Investment Management
New York
$54.5K +$592 +4 +1%
EA
1620
Evolution Advisers
Virginia
$54K – – –
PP
1621
PrairieView Partners
Minnesota
$54K – – –
BFPW
1622
BOK Financial Private Wealth
Colorado
$53.5K +$27.5K +186 +96%
PWMG
1623
Private Wealth Management Group
New Jersey
$51K +$8.29K +56 +18%
EFP
1624
EnRich Financial Partners
Wisconsin
$50.8K – – –
TFIPS
1625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.8K – – –