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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1151
Tortoise Investment Management
New York
$60K – – –
KF
1152
Krilogy Financial
Missouri
$60K +$23.2K +244 +70%
RWA
1153
Ropes Wealth Advisors
Massachusetts
$59K -$61.7K -649 -53%
AF
1154
Allworth Financial
California
$59K – – –
KTC
1155
Kistler-Tiffany Companies
Pennsylvania
$58K – – –
GBT
1156
Grove Bank & Trust
Florida
$57K – – –
OWA
1157
One Wealth Advisors
California
$57K +$53.1K +559 New
BRC
1158
Bell Rock Capital
Delaware
$56K +$380 +4 +0.7%
AWMS
1159
Advocacy Wealth Management Services
Georgia
$52K – – –
BWM
1160
Baystate Wealth Management
Massachusetts
$51K +$11.6K +122 +34%
CAC
1161
Certified Advisory Corp
Florida
$50K +$48.2K +507 New
LWM
1162
Lenox Wealth Management
Ohio
$49K -$24.1K -253 -35%
DOA
1163
D'Orazio & Associates
Virginia
$49K -$7.22K -76 -13%
NCM
1164
New Capital Management
Texas
$49K +$95 +1 +0.2%
HS
1165
Horan Securities
United States
$49K +$190 +2 +0.4%
DCM
1166
Delpha Capital Management
New York
$48K +$45.2K +475 New
JG
1167
Jefferies Group
New York
$48K +$45.5K +479 New
KPCM
1168
Kings Point Capital Management
New York
$47K -$80.8K -850 -65%
WA
1169
WealthTrust-Arizona
Arizona
$47K -$12.5K -132 -22%
AIM
1170
Arcadia Investment Management
Michigan
$45K – – –
CWM
1171
Catamount Wealth Management
Connecticut
$42K – – –
PO
1172
Private Ocean
California
$42K – – –
PWM
1173
Perigon Wealth Management
California
$42K +$10.9K +115 +38%
KA
1174
Kaizen Advisory
Illinois
$42K +$39.1K +411 New
OSNBOA
1175
Old Second National Bank of Aurora
Illinois
$41K -$11.2K -118 -22%
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