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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1101
Glassman Wealth Services
Virginia
$37K +$290 +4 +0.8%
GWSG
1102
GPS Wealth Strategies Group
Colorado
$36K – – –
BWM
1103
Baystate Wealth Management
Massachusetts
$36K +$434 +6 +1%
TVWM
1104
Tower View Wealth Management
Wisconsin
$35K +$36.2K +500 New
DOA
1105
D'Orazio & Associates
Virginia
$34K – – –
AIC
1106
Archer Investment Corporation
Indiana
$33.5K +$34.7K +479 New
AWMS
1107
Advocacy Wealth Management Services
Georgia
$33K – – –
POIA
1108
Pin Oak Investment Advisors
Texas
$33K – – –
TCM
1109
Tradewinds Capital Management
Washington
$32K -$22.7K -313 -41%
Kayne Anderson Rudnick Investment Management
1110
Kayne Anderson Rudnick Investment Management
California
$32K – – –
TI
1111
Truehand Inc
New Hampshire
$32K – – –
PP
1112
PrairieView Partners
Minnesota
$32K +$9.55K +132 +40%
AIM
1113
Achmea Investment Management
Netherlands
$32K +$33.7K +465 New
ONST
1114
Old North State Trust
North Carolina
$31K -$4.71K -65 -13%
JWA
1115
JFS Wealth Advisors
Pennsylvania
$31K +$14.5K +200 +82%
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$30K -$33.9K -469 -52%
CFD
1117
Creative Financial Designs
Indiana
$30K -$17.8K -246 -36%
OC
1118
Oakworth Capital
Alabama
$30K -$3.26K -45 -10%
DWMG
1119
DB Wealth Management Group
California
$30K – – –
MCM
1120
MV Capital Management
Maryland
$30K +$869 +12 +3%
SA
1121
SRH Advisors
Kansas
$30K +$10.9K +150 +55%
KFI
1122
Key Financial Inc
Pennsylvania
$29K -$10.6K -146 -26%
AIL
1123
AGF Investments LLC
Ontario, Canada
$29K -$1.09K -15 -3%
HFM
1124
Harvest Fund Management
China
$29K – – –
MSFP
1125
Mark Sheptoff Financial Planning
Connecticut
$29K – – –