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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1101
Waycross Partners
Kentucky
$35K +$29.4K +500 New
DOA
1102
D'Orazio & Associates
Virginia
$34K
RPWA
1103
Regent Peak Wealth Advisors
Georgia
$34K +$28.2K +480 New
AIC
1104
Archer Investment Corporation
Indiana
$33.5K +$8.8K +150 +46%
GWS
1105
Glassman Wealth Services
Virginia
$33K -$14.1K -241 -34%
PWMG
1106
Prestige Wealth Management Group
New Jersey
$33K -$4.99K -85 -15%
AWMS
1107
Advocacy Wealth Management Services
Georgia
$33K
POIA
1108
Pin Oak Investment Advisors
Texas
$33K
TI
1109
Truehand Inc
New Hampshire
$32K
PO
1110
Private Ocean
California
$31K -$7.16K -122 -22%
Kayne Anderson Rudnick Investment Management
1111
Kayne Anderson Rudnick Investment Management
California
$31K
SWM
1112
Sugarloaf Wealth Management
Georgia
$31K
FCA
1113
FinTrust Capital Advisors
South Carolina
$30K -$174K -2,962 -87%
DI
1114
Disciplined Investments
Oklahoma
$30K -$7.04K -120 -22%
DWMG
1115
DB Wealth Management Group
California
$30K +$25.5K +435 New
FFC
1116
First Financial Corp
Indiana
$29K -$16.6K -282 -40%
MSFP
1117
Mark Sheptoff Financial Planning
Connecticut
$29K +$6.46K +110 +37%
1IA
1118
1834 Investment Advisors
Wisconsin
$28K
GG
1119
Gleason Group
Kentucky
$28K +$294 +5 +1%
PCA
1120
Peddock Capital Advisors
Massachusetts
$28K +$23.5K +400 New
CWM
1121
Curi Wealth Management
North Carolina
$28K +$24K +408 New
MCM
1122
MV Capital Management
Maryland
$26K
KFAA
1123
Klaas Financial Asset Advisors
Illinois
$26K +$21.7K +370 New
MF
1124
Manchester Financial
California
$25K +$1.76K +30 +9%
TF
1125
Tompkins Financial
New York
$24K -$14.8K -252 -42%