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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1001
Reilly Financial Advisors
California
$74K -$8.06K -100 -10%
KF
1002
Krilogy Financial
Missouri
$69K
CCA
1003
Catalyst Capital Advisors
New York
$68K -$8.06K -100 -10%
CHP
1004
Cable Hill Partners
Oregon
$64K
EDRH
1005
Edmond de Rothschild Holding
Switzerland
$63K -$3.54K -44 -5%
TFO
1006
Tarbox Family Office
California
$63K
OFS
1007
Orrstown Financial Services
Pennsylvania
$63K +$64.4K +800 New
TF
1008
Tompkins Financial
New York
$62K
KTC
1009
Kistler-Tiffany Companies
Pennsylvania
$61K -$22.2K -275 -26%
AIS
1010
Accurate Investment Solutions
Pennsylvania
$61K +$242 +3 +0.4%
AP
1011
Atwood & Palmer
Missouri
$60K
JAM
1012
Jolley Asset Management
North Carolina
$54K
AC
1013
Alexandria Capital
Virginia
$53K +$81 +1 +0.1%
GEA
1014
Glen Eagle Advisors
New Jersey
$49.9K +$36.2K +449 +248%
DAM
1015
Delta Asset Management
Tennessee
$48K
AF
1016
Allworth Financial
California
$47K +$806 +10 +2%
DOA
1017
D'Orazio & Associates
Virginia
$45K
MWM
1018
Mascoma Wealth Management
New Hampshire
$44K
FCB
1019
First Command Bank
Texas
$43K -$51.6K -640 -54%
FCFS
1020
First Command Financial Services
Texas
$43K -$51.6K -640 -54%
BRC
1021
Bell Rock Capital
Delaware
$43K +$322 +4 +0.7%
TIM
1022
Tortoise Investment Management
New York
$40K -$2.58K -32 -6%
AWMS
1023
Advocacy Wealth Management Services
Georgia
$40K
HR
1024
Howe & Rusling
New York
$38K -$22.1K -274 -36%
NCM
1025
New Capital Management
Texas
$37K +$81 +1 +0.2%