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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
IMS
851
Index Management Solutions
Pennsylvania
$50K +$50.3K +868 New
RIA
852
Regal Investment Advisors
Michigan
$49K -$3.94K -68 -7%
JIC
853
Joel Isaacson & Co
New York
$46K – – –
S
854
SignatureFD
Georgia
$44K +$10.1K +175 +30%
RFA
855
Reilly Financial Advisors
California
$43K +$3.36K +58 +9%
WCM
856
Windsor Capital Management
Arizona
$41K -$2.38K -41 -5%
IWC
857
Integrated Wealth Counsel
California
$40.5K – – –
CCM
858
Chilton Capital Management
Texas
$39.8K – – –
Carson Wealth (CWM LLC)
859
Carson Wealth (CWM LLC)
Nebraska
$38K +$37.7K +650 New
HCM
860
Highlander Capital Management
New Jersey
$37.9K – – –
Financial Engines Advisors
861
Financial Engines Advisors
California
$37K -$27.3K -471 -43%
PMFA
862
Plante Moran Financial Advisors
Michigan
$37K -$12.1K -209 -25%
DAM
863
Delta Asset Management
Tennessee
$35K -$58 -1 -0.2%
DSC
864
Duncker Streett & Co
Missouri
$34K -$8.7K -150 -20%
HI
865
Hudock Inc
Pennsylvania
$34K +$58 +1 +0.2%
WA
866
WealthTrust-Arizona
Arizona
$32K – – –
MUMSS
867
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$31.9K +550 New
TC
868
TradeLink Capital
Illinois
$29K -$180K -3,100 -86%
SFPIA
869
Stevens First Principles Investment Advisors
California
$29K – – –
JFA
870
JNBA Financial Advisors
Minnesota
$29K +$5.8K +100 +24%
EWM
871
Elite Wealth Management
Washington
$29K +$29K +500 New
Loomis, Sayles & Company
872
Loomis, Sayles & Company
Massachusetts
$29K +$29K +500 New
MBT
873
Monroe Bank & Trust
Michigan
$28K – – –
AWMS
874
Advocacy Wealth Management Services
Georgia
$27K – – –
ACM
875
Aviance Capital Management
Florida
$26K -$26.3K -454 -50%