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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1201
Financial Gravity Asset Management
Texas
$161K – – –
FPS
1202
Fieldpoint Private Securities
Connecticut
$159K – – –
TL
1203
TrueWealth LLC
Georgia
$159K – – –
Loomis, Sayles & Company
1204
Loomis, Sayles & Company
Massachusetts
$158K +$155K +1,542 New
LD
1205
Lipe & Dalton
New York
$157K – – –
CIA
1206
CSat Investment Advisory
Michigan
$157K +$12.9K +129 +9%
WC
1207
Weil Company
California
$147K +$144K +1,433 New
GSWM
1208
Golden State Wealth Management
California
$142K +$79.3K +791 +132%
LWM
1209
Lenox Wealth Management
Ohio
$139K +$7.72K +77 +6%
WG
1210
Welch Group
Alabama
$138K -$14.2K -142 -10%
PO
1211
Private Ocean
California
$138K +$21.9K +219 +20%
CA
1212
Crewe Advisors
Utah
$136K -$227K -2,263 -63%
Capstone Investment Advisors
1213
Capstone Investment Advisors
New York
$134K -$1.3M -12,990 -91%
GLI
1214
Guardian Life Insurance
New York
$134K +$10.3K +103 +9%
CIAS
1215
Capital Investment Advisory Services
North Carolina
$132K +$13K +130 +11%
NIM
1216
NuWave Investment Management
New Jersey
$131K +$101K +1,006 +380%
SIAP
1217
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$130K – – –
RFA
1218
Reilly Financial Advisors
California
$129K – – –
CAW
1219
Cornerstone Advisors (Washington)
Washington
$127K +$28.5K +284 +30%
FPFS
1220
First Personal Financial Services
North Carolina
$126K -$20.3K -203 -14%
LC
1221
Lindbrook Capital
California
$126K +$5.21K +52 +4%
CMBA
1222
C.M. Bidwell & Associates
Hawaii
$124K +$122K +1,215 New
AAP
1223
Arax Advisory Partners
Colorado
$123K – – –
ETI
1224
Enterprise Trust & Investment
California
$123K – – –
HI
1225
Hudock Inc
Pennsylvania
$121K +$601 +6 +0.5%