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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1051
Private Ocean
California
$36K – – –
SAM
1052
Sunnymeath Asset Management
New Jersey
$35K +$32.7K +402 New
AssetMark Inc
1053
AssetMark Inc
California
$34K +$8.86K +109 +38%
FANJ
1054
Financial Architects (New Jersey)
New Jersey
$34K +$31.6K +389 New
MCM
1055
MV Capital Management
Maryland
$32K -$23.2K -286 -44%
TCM
1056
Tradewinds Capital Management
Washington
$32K -$11.4K -140 -27%
KKAMG
1057
Kernodle & Katon Asset Management Group
Arkansas
$32K – – –
CHP
1058
Cable Hill Partners
Oregon
$32K +$4.06K +50 +16%
OSNBOA
1059
Old Second National Bank of Aurora
Illinois
$30K – – –
HIIFS
1060
Harel Insurance Investments & Financial Services
Israel
$30K +$4.14K +51 New
KF
1061
Krilogy Financial
Missouri
$30K +$28.3K +348 New
GI
1062
Gradient Investments
Minnesota
$29K -$10.6K -130 -28%
MWM
1063
MinichMacGregor Wealth Management
New York
$29K +$15.2K +187 +120%
ANBT
1064
American National Bank & Trust
Texas
$28K – – –
MWP
1065
MYCIO Wealth Partners
Pennsylvania
$26K – – –
BWA
1066
Burt Wealth Advisors
Maryland
$26K +$16.3K +200 +190%
RPG
1067
Risk Paradigm Group
Texas
$26K -$6.83K -84 -22%
WAS
1068
WESPAC Advisors SoCal
California
$26K +$24.4K +300 New
CAL
1069
Capital Advisors Ltd
Ohio
$25K -$16.4K -202 -41%
PIM
1070
Parasol Investment Management
Illinois
$25K – – –
CGH
1071
Cleary Gull Holdings
Wisconsin
$25K +$5.04K +62 +27%
GWS
1072
Glassman Wealth Services
Virginia
$23K – – –
JGIA
1073
Jackson Grant Investment Advisers
Connecticut
$23K – – –
SHJ
1074
Sharkey, Howes & Javer
Colorado
$23K – – –
WIC
1075
Woodmont Investment Counsel
Tennessee
$23K – – –