We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1051
Gradient Investments
Minnesota
$38K – – –
AWMS
1052
Advocacy Wealth Management Services
Georgia
$38K +$40.6K +470 New
BL
1053
Balentine LLC
Georgia
$35K +$12K +139 +48%
CWM
1054
Catamount Wealth Management
Connecticut
$34K -$2.93K -34 -7%
PO
1055
Private Ocean
California
$34K – – –
FMT
1056
First Mercantile Trust
Tennessee
$33K – – –
MFBTD
1057
MB Financial Bank - Trust Department
Illinois
$33K – – –
RPG
1058
Risk Paradigm Group
Texas
$31.4K +$3.97K +46 +14%
ACS
1059
Archford Capital Strategies
Illinois
$31K – – –
KKAMG
1060
Kernodle & Katon Asset Management Group
Arkansas
$30K +$31.9K +370 New
OSNBOA
1061
Old Second National Bank of Aurora
Illinois
$29K – – –
Carson Wealth (CWM LLC)
1062
Carson Wealth (CWM LLC)
Nebraska
$28K -$3.71K -43 -11%
CHP
1063
Cable Hill Partners
Oregon
$27K – – –
ANBT
1064
American National Bank & Trust
Texas
$26K – – –
PIM
1065
Parasol Investment Management
Illinois
$24K -$20.2K -234 -45%
MWP
1066
MYCIO Wealth Partners
Pennsylvania
$24K – – –
AssetMark Inc
1067
AssetMark Inc
California
$24K +$24.9K +289 New
EWM
1068
Edge Wealth Management
New York
$23K -$63.8K -739 -72%
GWS
1069
Glassman Wealth Services
Virginia
$22K – – –
WIC
1070
Woodmont Investment Counsel
Tennessee
$22K +$21.6K +250 +1,667%
JGIA
1071
Jackson Grant Investment Advisers
Connecticut
$22K +$23.1K +268 New
IP
1072
Isthmus Partners
Wisconsin
$21K – – –
SHJ
1073
Sharkey, Howes & Javer
Colorado
$21K +$1.38K +16 +7%
PFS
1074
Physicians Financial Services
North Carolina
$21K +$22K +255 New
CG
1075
Colony Group
Massachusetts
$20K – – –