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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$19K +$19.9K +270 New
JWA
1002
JFS Wealth Advisors
Pennsylvania
$18K -$959 -13 -5%
SA
1003
SRH Advisors
Kansas
$18K – – –
CFA
1004
Camarda Financial Advisors
Florida
$18K +$18.1K +245 New
KA
1005
Klingman & Associates
New York
$18K +$18.8K +255 New
BAM
1006
Brave Asset Management
New Jersey
$16K – – –
CCS
1007
Crosspoint Capital Strategies
California
$16K +$14.8K +200 +800%
AWM
1008
Avior Wealth Management
Nebraska
$15K – – –
PO
1009
Private Ocean
California
$15K – – –
LFR
1010
Lehman Financial Resources
Pennsylvania
$14K -$9K -122 -38%
WF
1011
WealthTrust Fairport
Ohio
$12K -$2.58K -35 -17%
TDC
1012
Thompson Davis & Co
Virginia
$12K +$885 +12 +8%
CFS
1013
Commonwealth Financial Services
West Virginia
$12K +$12.2K +166 New
WA
1014
Waverly Advisors
Alabama
$11K -$6.86K -93 -38%
FA
1015
Financial Advantage
Maryland
$11K – – –
OSNBOA
1016
Old Second National Bank of Aurora
Illinois
$11K – – –
TCM
1017
TD Capital Management
Tennessee
$11K – – –
ECM
1018
Exchange Capital Management
Michigan
$10K +$1.48K +20 +16%
PFG
1019
Pacific Financial Group
Washington
$10K +$10.3K +140 New
FWM
1020
Focused Wealth Management
New York
$9K – – –
SFPIA
1021
Stevens First Principles Investment Advisors
California
$9K +$5.9K +80 +160%
CP
1022
Corbenic Partners
Pennsylvania
$9K +$8.85K +120 New
RWM
1023
Raffa Wealth Management
District of Columbia
$8.1K – – –
HF
1024
Hoxton Financial
West Virginia
$8K – – –
BWA
1025
Burt Wealth Advisors
Maryland
$8K +$7.75K +105 New
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