We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Avior Wealth Management
Nebraska
$16K +$78 +1 +0.5%
SGAM
1052
Smith Group Asset Management
Texas
$16K +$1.55K +20 +11%
LWA
1053
Lenox Wealth Advisors
New York
$16K +$3.5K +45 +30%
LYV
1054
Live Your Vision
Pennsylvania
$15K +$14.1K +181 New
BL
1055
Balentine LLC
Georgia
$14K – – –
SCA
1056
Stuart Chaussee & Associates
California
$14K – – –
EWM
1057
Edge Wealth Management
New York
$14K +$78 +1 +0.6%
CFS
1058
Commonwealth Financial Services
West Virginia
$13K – – –
TCM
1059
TD Capital Management
Tennessee
$13K – – –
PFO
1060
Pathstone Family Office
New Jersey
$12K +$78 +1 +0.7%
DBT
1061
Dubuque Bank & Trust
Iowa
$11K – – –
KPCM
1062
Kings Point Capital Management
New York
$11K – – –
PCA
1063
Peddock Capital Advisors
Massachusetts
$11K +$10.7K +138 New
FWM
1064
Focused Wealth Management
New York
$10K -$136K -1,750 -93%
APSP
1065
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
ECM
1066
Exchange Capital Management
Michigan
$10K – – –
RWM
1067
Raffa Wealth Management
District of Columbia
$9.1K – – –
EDRPMB
1068
Edmond de Rothschild Private Merchant Banking
United Kingdom
$9K +$9.09K +117 New
CTB
1069
Country Trust Bank
Illinois
$8K -$46.6K -600 -86%
AWM
1070
AllSquare Wealth Management
New York
$8K – – –
BWA
1071
Burt Wealth Advisors
Maryland
$8K – – –
JWA
1072
JFS Wealth Advisors
Pennsylvania
$8K – – –
PCTC
1073
Perkins Coie Trust Company
Washington
$8K – – –
WCBA
1074
Weaver C. Barksdale & Associates
Tennessee
$8K – – –
NC
1075
NewSquare Capital
Pennsylvania
$7K +$4.43K +57 +158%
41 42
43
44 45