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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$28K +$28K +288 New
GWS
1202
Glassman Wealth Services
Virginia
$27K -$4.87K -50 -15%
TCM
1203
Tradewinds Capital Management
Washington
$27K – – –
JGIA
1204
Jackson Grant Investment Advisers
Connecticut
$27K +$195 +2 +0.7%
NCM
1205
New Capital Management
Texas
$25K -$22.3K -229 -47%
FFW
1206
Fusion Family Wealth
New York
$24K – – –
IP
1207
Isthmus Partners
Wisconsin
$24K – – –
NWM
1208
Northwest Wealth Management
Iowa
$24K +$25.1K +258 New
SHJ
1209
Sharkey, Howes & Javer
Colorado
$23K – – –
LFG
1210
LifePlan Financial Group
Ohio
$23K +$23.2K +238 New
FCAG
1211
First Capital Advisors Group
New Jersey
$23K +$23.3K +239 New
AC
1212
Avestar Capital
New York
$22K +$3.8K +39 +19%
AWM
1213
Avior Wealth Management
Nebraska
$21K +$97 +1 +0.5%
LYV
1214
Live Your Vision
Pennsylvania
$21K +$195 +2 +1%
WC
1215
Whitnell & Co
Illinois
$21K +$195 +2 +0.9%
AAP
1216
Arax Advisory Partners
Colorado
$21K +$1.66K +17 +8%
RA
1217
Rational Advisors
New York
$21K +$21.4K +220 New
EARNEST Partners
1218
EARNEST Partners
Georgia
$20K – – –
HAM
1219
Highstreet Asset Management
Ontario, Canada
$20K +$20.1K +207 New
ACM
1220
Armbruster Capital Management
New York
$19K – – –
LIM
1221
Lagoda Investment Management
New York
$19K – – –
WAM
1222
Watermark Asset Management
California
$19K – – –
WCM
1223
Wealthcare Capital Management
Virginia
$19K – – –
PFO
1224
Pathstone Family Office
New Jersey
$19K +$3.6K +37 +24%
BCM
1225
Blume Capital Management
California
$18K – – –