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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1001
Howe & Rusling
New York
$61K +$25.3K +325 +76%
JIR
1002
James Investment Research
Ohio
$60K – – –
AWMS
1003
Advocacy Wealth Management Services
Georgia
$57K – – –
JAM
1004
Jolley Asset Management
North Carolina
$55K – – –
EDRE
1005
Edmond de Rothschild (Europe)
Luxembourg
$53K +$13.7K +176 +37%
AF
1006
Allworth Financial
California
$49K +$78 +1 +0.2%
DAM
1007
Delta Asset Management
Tennessee
$48K – – –
KA
1008
Klingman & Associates
New York
$48K +$31.1K +400 +200%
DOA
1009
D'Orazio & Associates
Virginia
$45K – – –
Financial Engines Advisors
1010
Financial Engines Advisors
California
$43K +$466 +6 +1%
TIM
1011
Tortoise Investment Management
New York
$41K -$7.38K -95 -16%
HCM
1012
Highlander Capital Management
New Jersey
$38K – – –
GWS
1013
Glassman Wealth Services
Virginia
$38K +$8.16K +105 +28%
TCM
1014
Tradewinds Capital Management
Washington
$38K +$9.17K +118 +34%
KLI
1015
Kelman-Lazarov Inc
Tennessee
$35.6K – – –
FPB
1016
First PREMIER Bank
South Dakota
$35K +$15.5K +200 +82%
CWM
1017
Cranbrook Wealth Management
Michigan
$34K – – –
SAM
1018
Sunnymeath Asset Management
New Jersey
$34K +$31.2K +402 New
PO
1019
Private Ocean
California
$33K – – –
FPFS
1020
First Personal Financial Services
North Carolina
$32K -$19K -245 -38%
KKAMG
1021
Kernodle & Katon Asset Management Group
Arkansas
$30K – – –
TDC
1022
Thompson Davis & Co
Virginia
$30K +$27.2K +350 +1,296%
GI
1023
Gradient Investments
Minnesota
$29K -$20.8K -268 -42%
CAL
1024
Capital Advisors Ltd
Ohio
$29K – – –
MCM
1025
MV Capital Management
Maryland
$29K – – –