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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Brave Asset Management
New Jersey
$16K – – –
CCS
1002
Crosspoint Capital Strategies
California
$16K +$14.8K +200 +800%
AWM
1003
Avior Wealth Management
Nebraska
$15K – – –
PO
1004
Private Ocean
California
$15K – – –
LFR
1005
Lehman Financial Resources
Pennsylvania
$14K -$9K -122 -38%
WF
1006
WealthTrust Fairport
Ohio
$12K -$2.58K -35 -17%
TDC
1007
Thompson Davis & Co
Virginia
$12K +$885 +12 +8%
CFS
1008
Commonwealth Financial Services
West Virginia
$12K +$12.2K +166 New
WA
1009
Waverly Advisors
Alabama
$11K -$6.86K -93 -38%
FA
1010
Financial Advantage
Maryland
$11K – – –
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$11K – – –
TCM
1012
TD Capital Management
Tennessee
$11K – – –
ECM
1013
Exchange Capital Management
Michigan
$10K +$1.48K +20 +16%
PFG
1014
Pacific Financial Group
Washington
$10K +$10.3K +140 New
FWM
1015
Focused Wealth Management
New York
$9K – – –
SFPIA
1016
Stevens First Principles Investment Advisors
California
$9K +$5.9K +80 +160%
CP
1017
Corbenic Partners
Pennsylvania
$9K +$8.85K +120 New
RWM
1018
Raffa Wealth Management
District of Columbia
$8.1K – – –
HF
1019
Hoxton Financial
West Virginia
$8K – – –
BWA
1020
Burt Wealth Advisors
Maryland
$8K +$7.75K +105 New
AA
1021
Apriem Advisors
California
$7K -$3.69K -50 -33%
WCBA
1022
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
AC
1023
Alexandria Capital
Virginia
$7K +$74 +1 +1%
CPIG
1024
Chicago Partners Investment Group
Illinois
$7K +$6.86K +93 New
HTC
1025
Hershey Trust Company
Pennsylvania
$7K +$7.38K +100 New
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