We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1076
Baystate Wealth Management
Massachusetts
$34K +$16.9K +200 +126%
CAL
1077
Capital Advisors Ltd
Ohio
$33K – – –
MCM
1078
MV Capital Management
Maryland
$33K – – –
KF
1079
Krilogy Financial
Missouri
$32K -$38.5K -455 -57%
LGWM
1080
Litman Gregory Wealth Management
California
$31K +$29K +342 New
ANBT
1081
American National Bank & Trust
Texas
$29K – – –
LF
1082
Lee Financial
Texas
$29K – – –
CG
1083
Cutler Group
California
$28K -$387K -4,574 -94%
PWM
1084
Perigon Wealth Management
California
$28K – – –
WAS
1085
WESPAC Advisors SoCal
California
$27K – – –
TCM
1086
Tradewinds Capital Management
Washington
$26K – – –
JGIA
1087
Jackson Grant Investment Advisers
Connecticut
$26K +$254 +3 +1%
GWS
1088
Glassman Wealth Services
Virginia
$25K +$254 +3 +1%
WPA
1089
West Paces Advisors
Georgia
$24.6K – – –
M
1090
MOTCO
Texas
$24K -$88.9K -1,050 -80%
PCP
1091
Proficio Capital Partners
Massachusetts
$24K -$508 -6 -2%
CT
1092
Clearstead Trust
Maine
$23K -$58K -685 -73%
IIC
1093
Integrated Investment Consultants
Michigan
$23K – – –
IP
1094
Isthmus Partners
Wisconsin
$23K – – –
SHJ
1095
Sharkey, Howes & Javer
Colorado
$23K – – –
VCM
1096
Vigilant Capital Management
Maine
$23K – – –
FWM
1097
Focused Wealth Management
New York
$21K +$6.86K +81 +54%
BONST
1098
Bank of Nova Scotia Trust
Ontario, Canada
$21K +$19.5K +230 New
WC
1099
Whitnell & Co
Illinois
$20K +$169 +2 +0.9%
MIFH
1100
Migdal Insurance & Financial Holdings
Israel
$20K +$18.2K +215 New
42 43
44
45 46