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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
CarsonAllaria Wealth Management
Illinois
$96.1K +$576 +4 +0.7%
PWMG
1702
Prestige Wealth Management Group
New Jersey
$94.1K -$5.48K -38 -6%
KHC
1703
Koesten Hirschmann & Crabtree
Kansas
$93.8K
FDCP
1704
Foster Dykema Cabot & Partners
Massachusetts
$93.6K
Loomis, Sayles & Company
1705
Loomis, Sayles & Company
Massachusetts
$92K +$1.01K +7 +1%
PWM
1706
Partnership Wealth Management
Maryland
$89.8K
DF
1707
DecisionPoint Financial
Arizona
$89.8K +$7.93K +55 +10%
CWP
1708
Concord Wealth Partners
Virginia
$87.4K -$22.2K -154 -22%
LD
1709
Lipe & Dalton
New York
$87K +$76.7K +532 New
TVWM
1710
Tower View Wealth Management
Wisconsin
$86.7K +$432 +3 +0.6%
AIC
1711
Archer Investment Corporation
Indiana
$85.9K +$721 +5 +1%
KFS
1712
Kelly Financial Services
Massachusetts
$85.3K +$288 +2 +0.4%
BCMLT
1713
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.1K +$31.6K +219 +76%
SIS
1714
Sound Income Strategies
Florida
$82.5K -$144 -1 -0.2%
APW
1715
Acima Private Wealth
Virginia
$81.7K
CWAF
1716
Core Wealth Advisors (Florida)
Florida
$81.7K
FFWM
1717
Future Financial Wealth Management
Ohio
$81.7K +$72.1K +500 New
IRAG
1718
Investment Research & Advisory Group
Georgia
$81.7K +$72.1K +500 New
KFI
1719
Key Financial Inc
Pennsylvania
$80.9K
EBA
1720
Eagle Bay Advisors
New York
$80.2K -$2.59K -18 -4%
POIA
1721
Pin Oak Investment Advisors
Texas
$79K -$26.5K -184 -28%
NFSG
1722
Newbridge Financial Services Group
Florida
$76.1K -$67.7K -470 -50%
DWS
1723
Dynamic Wealth Strategies
California
$76K -$257K -1,785 -79%
LFA
1724
Legend Financial Advisors
Pennsylvania
$73.7K -$21.6K -150 -25%
LCM
1725
Lynwood Capital Management
Ontario, Canada
$73.5K +$64.8K +450 New