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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
1026
Cleary Gull Holdings
Wisconsin
$11K – – –
FWM
1027
Focused Wealth Management
New York
$10K – – –
KPCM
1028
Kings Point Capital Management
New York
$10K – – –
RWM
1029
Raffa Wealth Management
District of Columbia
$8.68K – – –
JWA
1030
JFS Wealth Advisors
Pennsylvania
$8K -$14.6K -184 -65%
AWS
1031
Aris Wealth Services
Pennsylvania
$8K -$8.66K -109 -50%
AWM
1032
AllSquare Wealth Management
New York
$8K – – –
BWA
1033
Burt Wealth Advisors
Maryland
$8K – – –
PCTC
1034
Perkins Coie Trust Company
Washington
$8K – – –
WCBA
1035
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
PRS
1036
Pinkerton Retirement Specialists
Idaho
$6K -$1.75K -22 -23%
LWM
1037
Lenox Wealth Management
Ohio
$6K – – –
CP
1038
Corbenic Partners
Pennsylvania
$6K +$5.96K +75 New
CBT
1039
Central Bank & Trust
Kentucky
$4K – – –
WAS
1040
Winch Advisory Services
Wisconsin
$4K +$79 +1 +2%
HCM
1041
Horrell Capital Management
Arkansas
$3K – – –
PFO
1042
Pathstone Family Office
New Jersey
$3K +$2.78K +35 New
AIC
1043
Ayalon Insurance Company
Israel
$2K -$17.9K -225 -92%
AIM
1044
Advantage Investment Management
Iowa
$2K – – –
GXMC
1045
Global X Management Company
New York
$2K – – –
IF
1046
Ironwood Financial
Arizona
$2K – – –
TDC
1047
Thompson Davis & Co
Virginia
$2K – – –
MAS
1048
Madden Advisory Services
Florida
$1K – – –
NCM
1049
Nelson Capital Management
California
$1K – – –
WIC
1050
Woodmont Investment Counsel
Tennessee
$1K – – –