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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PS
1101
Planned Solutions
California
$35K – – –
BWM
1102
Baystate Wealth Management
Massachusetts
$35K +$352 +6 +1%
WP
1103
Waycross Partners
Kentucky
$35K +$29.4K +500 New
DOA
1104
D'Orazio & Associates
Virginia
$34K – – –
RPWA
1105
Regent Peak Wealth Advisors
Georgia
$34K +$28.2K +480 New
AIC
1106
Archer Investment Corporation
Indiana
$33.5K +$8.8K +150 +46%
GWS
1107
Glassman Wealth Services
Virginia
$33K -$14.1K -241 -34%
PWMG
1108
Prestige Wealth Management Group
New Jersey
$33K -$4.99K -85 -15%
AWMS
1109
Advocacy Wealth Management Services
Georgia
$33K – – –
POIA
1110
Pin Oak Investment Advisors
Texas
$33K – – –
TI
1111
Truehand Inc
New Hampshire
$32K – – –
PO
1112
Private Ocean
California
$31K -$7.16K -122 -22%
Kayne Anderson Rudnick Investment Management
1113
Kayne Anderson Rudnick Investment Management
California
$31K – – –
SWM
1114
Sugarloaf Wealth Management
Georgia
$31K – – –
FCA
1115
FinTrust Capital Advisors
South Carolina
$30K -$174K -2,962 -87%
DI
1116
Disciplined Investments
Oklahoma
$30K -$7.04K -120 -22%
DWMG
1117
DB Wealth Management Group
California
$30K +$25.5K +435 New
FFC
1118
First Financial Corp
Indiana
$29K -$16.6K -282 -40%
MSFP
1119
Mark Sheptoff Financial Planning
Connecticut
$29K +$6.46K +110 +37%
1IA
1120
1834 Investment Advisors
Wisconsin
$28K – – –
GG
1121
Gleason Group
Kentucky
$28K +$294 +5 +1%
PCA
1122
Peddock Capital Advisors
Massachusetts
$28K +$23.5K +400 New
CWM
1123
Curi Wealth Management
North Carolina
$28K +$24K +408 New
MCM
1124
MV Capital Management
Maryland
$26K – – –
KFAA
1125
Klaas Financial Asset Advisors
Illinois
$26K +$21.7K +370 New