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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1051
Global Retirement Partners
California
$63K +$14.6K +172 +33%
LC
1052
Landaas & Company
Wisconsin
$58K +$53.7K +634 New
EWM
1053
Endurance Wealth Management
Rhode Island
$57K -$63.7K -752 -55%
HR
1054
Howe & Rusling
New York
$57K +$20.2K +239 +63%
FCB
1055
First Command Bank
Texas
$56K +$2.29K +27 +5%
FCFS
1056
First Command Financial Services
Texas
$56K +$2.29K +27 +5%
DAM
1057
Delta Asset Management
Tennessee
$55K – – –
TIM
1058
Tortoise Investment Management
New York
$55K – – –
WA
1059
WealthTrust-Arizona
Arizona
$55K – – –
AF
1060
Allworth Financial
California
$53K +$85 +1 +0.2%
DOA
1061
D'Orazio & Associates
Virginia
$52K – – –
KTC
1062
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
MWM
1063
Mascoma Wealth Management
New Hampshire
$51K – – –
GBT
1064
Grove Bank & Trust
Florida
$51K +$11.9K +140 +33%
BRC
1065
Bell Rock Capital
Delaware
$50K +$424 +5 +0.9%
AC
1066
Alexandria Capital
Virginia
$49K -$11.4K -135 -20%
OSNBOA
1067
Old Second National Bank of Aurora
Illinois
$48K +$14.9K +176 +50%
AWMS
1068
Advocacy Wealth Management Services
Georgia
$47K – – –
NCM
1069
New Capital Management
Texas
$45K – – –
HS
1070
Horan Securities
United States
$44K +$15.4K +182 +63%
AIM
1071
Arcadia Investment Management
Michigan
$41K – – –
CWM
1072
Catamount Wealth Management
Connecticut
$38K -$84.7K -1,000 -70%
PO
1073
Private Ocean
California
$38K – – –
FPFS
1074
First Personal Financial Services
North Carolina
$37K – – –
FPB
1075
First PREMIER Bank
South Dakota
$34K -$22K -260 -41%
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