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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1001
Investment Research & Advisory Group
Georgia
$32K – – –
AW
1002
Avion Wealth
Texas
$32K +$6.1K +100 +19%
CAL
1003
Capital Advisors Ltd
Ohio
$31K -$6.9K -113 -16%
TF
1004
Tompkins Financial
New York
$31K -$244 -4 -0.7%
CB
1005
CNB Bank
Pennsylvania
$31K – – –
PFGIA
1006
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
JIR
1007
James Investment Research
Ohio
$30K -$661K -10,832 -95%
HCA
1008
Horan Capital Advisors
Ohio
$30K +$35.3K +578 New
DI
1009
Disciplined Investments
Oklahoma
$29K -$191K -3,135 -85%
PWMG
1010
Prestige Wealth Management Group
New Jersey
$29K – – –
PO
1011
Private Ocean
California
$29K – – –
PP
1012
Pacifica Partners
Canada
$28K – – –
TF
1013
TimeScale Financial
Massachusetts
$28K +$427 +7 +1%
ST
1014
Sageworth Trust
Pennsylvania
$28K +$33.3K +546 New
CCMW
1015
Cypress Capital Management (Wyoming)
Wyoming
$27K -$9.15K -150 -23%
EWM
1016
Endurance Wealth Management
Rhode Island
$26K -$1.53K -25 -5%
BWM
1017
Baystate Wealth Management
Massachusetts
$26K +$12.6K +207 +72%
Loomis, Sayles & Company
1018
Loomis, Sayles & Company
Massachusetts
$26K +$14.9K +244 +96%
PS
1019
Planned Solutions
California
$26K +$30.5K +500 New
LWA
1020
Lenox Wealth Advisors
New York
$25K -$15.3K -251 -35%
DOA
1021
D'Orazio & Associates
Virginia
$25K -$488 -8 -2%
AWMS
1022
Advocacy Wealth Management Services
Georgia
$24K – – –
POIA
1023
Pin Oak Investment Advisors
Texas
$24K – – –
TI
1024
Truehand Inc
New Hampshire
$24K – – –
Kayne Anderson Rudnick Investment Management
1025
Kayne Anderson Rudnick Investment Management
California
$23K – – –