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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1026
Financial Engines Advisors
California
$55K -$40K -510 -43%
TF
1027
Tompkins Financial
New York
$54K -$9.58K -122 -16%
MLFP
1028
MPS Loria Financial Planners
Illinois
$53K +$49.7K +633 New
GEA
1029
Glen Eagle Advisors
New Jersey
$52.1K
FPB
1030
First PREMIER Bank
South Dakota
$52K +$16.5K +210 +50%
EDRH
1031
Edmond de Rothschild Holding
Switzerland
$51K -$13.5K -172 -22%
DAM
1032
Delta Asset Management
Tennessee
$50K
TIM
1033
Tortoise Investment Management
New York
$49K +$6.83K +87 +17%
WA
1034
WealthTrust-Arizona
Arizona
$49K +$19.3K +246 +70%
AF
1035
Allworth Financial
California
$48K -$707 -9 -2%
FCB
1036
First Command Bank
Texas
$48K +$2.9K +37 +7%
FCFS
1037
First Command Financial Services
Texas
$48K +$2.9K +37 +7%
KTC
1038
Kistler-Tiffany Companies
Pennsylvania
$47K -$15.4K -196 -26%
DOA
1039
D'Orazio & Associates
Virginia
$47K
MWM
1040
Mascoma Wealth Management
New Hampshire
$46K
BRC
1041
Bell Rock Capital
Delaware
$45K +$393 +5 +0.9%
GRP
1042
Global Retirement Partners
California
$43K +$8.32K +106 +26%
AWMS
1043
Advocacy Wealth Management Services
Georgia
$42K
KPCM
1044
Kings Point Capital Management
New York
$38K
AIM
1045
Arcadia Investment Management
Michigan
$37K
NCM
1046
New Capital Management
Texas
$37K
CWM
1047
Cranbrook Wealth Management
Michigan
$35K
LWM
1048
Lenox Wealth Management
Ohio
$35K +$1.73K +22 +6%
GBT
1049
Grove Bank & Trust
Florida
$35K +$16.5K +210 +100%
ACM
1050
Armbruster Capital Management
New York
$35K +$17.4K +221 +111%