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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1026
Atwood & Palmer
Missouri
$63K – – –
JAM
1027
Jolley Asset Management
North Carolina
$57K – – –
FHA
1028
First Horizon Advisors
Tennessee
$56K -$59.1K -753 -52%
AC
1029
Alexandria Capital
Virginia
$56K +$79 +1 +0.1%
Financial Engines Advisors
1030
Financial Engines Advisors
California
$55K -$40K -510 -43%
TF
1031
Tompkins Financial
New York
$54K -$9.58K -122 -16%
MLFP
1032
MPS Loria Financial Planners
Illinois
$53K +$49.7K +633 New
GEA
1033
Glen Eagle Advisors
New Jersey
$52.1K – – –
FPB
1034
First PREMIER Bank
South Dakota
$52K +$16.5K +210 +50%
EDRH
1035
Edmond de Rothschild Holding
Switzerland
$51K -$13.5K -172 -22%
DAM
1036
Delta Asset Management
Tennessee
$50K – – –
TIM
1037
Tortoise Investment Management
New York
$49K +$6.83K +87 +17%
WA
1038
WealthTrust-Arizona
Arizona
$49K +$19.3K +246 +70%
AF
1039
Allworth Financial
California
$48K -$707 -9 -2%
FCB
1040
First Command Bank
Texas
$48K +$2.9K +37 +7%
FCFS
1041
First Command Financial Services
Texas
$48K +$2.9K +37 +7%
KTC
1042
Kistler-Tiffany Companies
Pennsylvania
$47K -$15.4K -196 -26%
DOA
1043
D'Orazio & Associates
Virginia
$47K – – –
MWM
1044
Mascoma Wealth Management
New Hampshire
$46K – – –
BRC
1045
Bell Rock Capital
Delaware
$45K +$393 +5 +0.9%
GRP
1046
Global Retirement Partners
California
$43K +$8.32K +106 +26%
AWMS
1047
Advocacy Wealth Management Services
Georgia
$42K – – –
KPCM
1048
Kings Point Capital Management
New York
$38K – – –
AIM
1049
Arcadia Investment Management
Michigan
$37K – – –
NCM
1050
New Capital Management
Texas
$37K – – –