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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Avior Wealth Management
Nebraska
$17K
BAM
1027
Brave Asset Management
New Jersey
$17K
PO
1028
Private Ocean
California
$17K
AWS
1029
Aris Wealth Services
Pennsylvania
$17K +$16.1K +219 New
LFR
1030
Lehman Financial Resources
Pennsylvania
$16K
CPIG
1031
Chicago Partners Investment Group
Illinois
$14K +$7.12K +97 +104%
CFS
1032
Commonwealth Financial Services
West Virginia
$13K
SFPIA
1033
Stevens First Principles Investment Advisors
California
$13K +$2.2K +30 +23%
FA
1034
Financial Advantage
Maryland
$12K
TCM
1035
TD Capital Management
Tennessee
$12K
WA
1036
Waverly Advisors
Alabama
$12K
FPFS
1037
First Personal Financial Services
North Carolina
$12K +$10.3K +140 New
KPCM
1038
Kings Point Capital Management
New York
$11K +$9.98K +136 New
MWAN
1039
Mariner Wealth Advisors (NYC)
Kansas
$11K +$10.4K +142 New
CG
1040
Cleary Gull
Wisconsin
$11K +$10.6K +145 New
FWM
1041
Focused Wealth Management
New York
$10K
RWM
1042
Raffa Wealth Management
District of Columbia
$8.88K
AA
1043
Apriem Advisors
California
$8K
BWA
1044
Burt Wealth Advisors
Maryland
$8K
HTC
1045
Hershey Trust Company
Pennsylvania
$8K
HF
1046
Hoxton Financial
West Virginia
$8K
AWM
1047
AllSquare Wealth Management
New York
$8K +$7.34K +100 New
PCTC
1048
Perkins Coie Trust Company
Washington
$8K +$7.34K +100 New
IMS
1049
Index Management Solutions
Pennsylvania
$7K -$53.6K -730 -88%
WCBA
1050
Weaver C. Barksdale & Associates
Tennessee
$7K