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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1026
Cranbrook Wealth Management
Michigan
$33K – – –
PO
1027
Private Ocean
California
$33K – – –
KKAMG
1028
Kernodle & Katon Asset Management Group
Arkansas
$29K – – –
MCM
1029
MV Capital Management
Maryland
$29K – – –
GWS
1030
Glassman Wealth Services
Virginia
$29K +$8.17K +100 +37%
TCM
1031
Tradewinds Capital Management
Washington
$28K -$2.04K -25 -7%
OSNBOA
1032
Old Second National Bank of Aurora
Illinois
$28K – – –
CAL
1033
Capital Advisors Ltd
Ohio
$28K +$5.31K +65 +22%
MWM
1034
MinichMacGregor Wealth Management
New York
$27K – – –
CLOS
1035
Compagnie Lombard Odier SCmA
Switzerland
$26K -$47.4K -580 -64%
ANBT
1036
American National Bank & Trust
Texas
$25K – – –
AssetMark Inc
1037
AssetMark Inc
California
$24K -$7.51K -92 -23%
WAS
1038
WESPAC Advisors SoCal
California
$23.8K – – –
MWP
1039
MYCIO Wealth Partners
Pennsylvania
$23K – – –
PIM
1040
Parasol Investment Management
Illinois
$23K – – –
CF
1041
CenterStar Fund
Illinois
$22K – – –
PRS
1042
Pinkerton Retirement Specialists
Idaho
$22K +$16.5K +202 +281%
PFPT
1043
Pinnacle Financial Partners (Tennessee)
Tennessee
$21K – – –
SHJ
1044
Sharkey, Howes & Javer
Colorado
$21K – – –
JGIA
1045
Jackson Grant Investment Advisers
Connecticut
$21K +$163 +2 +0.7%
IP
1046
Isthmus Partners
Wisconsin
$20K – – –
PFS
1047
Physicians Financial Services
North Carolina
$20K – – –
SA
1048
SRH Advisors
Kansas
$20K – – –
FPB
1049
First PREMIER Bank
South Dakota
$19K – – –
PWM
1050
Perigon Wealth Management
California
$19K +$19.4K +237 New