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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1026
Compagnie Lombard Odier SCmA
Switzerland
$26K
AssetMark Inc
1027
AssetMark Inc
California
$25K
WAS
1028
WESPAC Advisors SoCal
California
$24.2K
PWM
1029
Perigon Wealth Management
California
$24K +$5.05K +65 +27%
IC
1030
IKOS CIF
Cyprus
$24K +$23.3K +300 New
PIM
1031
Parasol Investment Management
Illinois
$23K
PFPT
1032
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K
JGIA
1033
Jackson Grant Investment Advisers
Connecticut
$22K +$233 +3 +1%
HS
1034
Horan Securities
United States
$22K +$21.9K +282 New
SHJ
1035
Sharkey, Howes & Javer
Colorado
$21K
IP
1036
Isthmus Partners
Wisconsin
$20K
PFS
1037
Physicians Financial Services
North Carolina
$20K
SA
1038
SRH Advisors
Kansas
$20K
RAM
1039
Riggs Asset Management
Pennsylvania
$19K +$17.9K +230 New
BAM
1040
Brave Asset Management
New Jersey
$18K
WC
1041
Whitnell & Co
Illinois
$17K +$155 +2 +1%
ACM
1042
Armbruster Capital Management
New York
$16K
LIM
1043
Lagoda Investment Management
New York
$16K
MFBTD
1044
MB Financial Bank - Trust Department
Illinois
$16K
WCM
1045
Wealthcare Capital Management
Virginia
$16K
AWM
1046
Avior Wealth Management
Nebraska
$16K +$78 +1 +0.5%
SGAM
1047
Smith Group Asset Management
Texas
$16K +$1.55K +20 +11%
LWA
1048
Lenox Wealth Advisors
New York
$16K +$3.5K +45 +30%
VOYA Investment Management
1049
VOYA Investment Management
Georgia
$15.2K -$734K -9,443 -5%
LYV
1050
Live Your Vision
Pennsylvania
$15K +$14.1K +181 New