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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1001
CNB Bank
Pennsylvania
$31K
PFGIA
1002
Patriot Financial Group Insurance Agency
Massachusetts
$31K
JIR
1003
James Investment Research
Ohio
$30K -$661K -10,832 -95%
HCA
1004
Horan Capital Advisors
Ohio
$30K +$35.3K +578 New
DI
1005
Disciplined Investments
Oklahoma
$29K -$191K -3,135 -85%
PWMG
1006
Prestige Wealth Management Group
New Jersey
$29K
PO
1007
Private Ocean
California
$29K
PP
1008
Pacifica Partners
Canada
$28K
TF
1009
TimeScale Financial
Massachusetts
$28K +$427 +7 +1%
ST
1010
Sageworth Trust
Pennsylvania
$28K +$33.3K +546 New
CCMW
1011
Cypress Capital Management (Wyoming)
Wyoming
$27K -$9.15K -150 -23%
EWM
1012
Endurance Wealth Management
Rhode Island
$26K -$1.53K -25 -5%
BWM
1013
Baystate Wealth Management
Massachusetts
$26K +$12.6K +207 +72%
Loomis, Sayles & Company
1014
Loomis, Sayles & Company
Massachusetts
$26K +$14.9K +244 +96%
PS
1015
Planned Solutions
California
$26K +$30.5K +500 New
LWA
1016
Lenox Wealth Advisors
New York
$25K -$15.3K -251 -35%
DOA
1017
D'Orazio & Associates
Virginia
$25K -$488 -8 -2%
AWMS
1018
Advocacy Wealth Management Services
Georgia
$24K
POIA
1019
Pin Oak Investment Advisors
Texas
$24K
TI
1020
Truehand Inc
New Hampshire
$24K
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$23K
SWM
1022
Sugarloaf Wealth Management
Georgia
$23K
SFSIG
1023
San Francisco Sentry Investment Group
California
$22K
SA
1024
SRH Advisors
Kansas
$21K -$6.04K -99 -20%
1IA
1025
1834 Investment Advisors
Wisconsin
$21K