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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1251
Endurance Wealth Management
Rhode Island
$70K – – –
CAC
1252
Certified Advisory Corp
Florida
$70K +$231 +2 +0.3%
EAM
1253
Exane Asset Management
France
$69.1K +$70.9K +613 New
CB
1254
CNB Bank
Pennsylvania
$68K – – –
TIM
1255
Tortoise Investment Management
New York
$67K – – –
DWM
1256
Destination Wealth Management
California
$66K +$21.5K +186 +47%
FFC
1257
First Financial Corp
Indiana
$65K -$4.16K -36 -6%
FCB
1258
First Command Bank
Texas
$64K – – –
FCFS
1259
First Command Financial Services
Texas
$64K – – –
BRC
1260
Bell Rock Capital
Delaware
$64K +$347 +3 +0.5%
AP
1261
Atwood & Palmer
Missouri
$63K -$3.93K -34 -6%
PO
1262
Private Ocean
California
$63K – – –
WB
1263
Webster Bank
Connecticut
$62K -$23.1K -200 -27%
AF
1264
Allworth Financial
California
$62K -$2.2K -19 -3%
VCM
1265
Vigilant Capital Management
Maine
$62K – – –
BCI
1266
Brinker Capital Investments
Pennsylvania
$62K +$26.7K +231 +72%
KTC
1267
Kistler-Tiffany Companies
Pennsylvania
$59K – – –
GRP
1268
Global Retirement Partners
California
$59K +$1.27K +11 +2%
AWMS
1269
Advocacy Wealth Management Services
Georgia
$57K – – –
BWA
1270
BDO Wealth Advisors
Florida
$57K – – –
CAL
1271
Capital Analysts LLC
Pennsylvania
$57K +$41.3K +357 +238%
ECM
1272
Exchange Capital Management
Michigan
$56K +$57.8K +500 New
CA
1273
Crewe Advisors
Utah
$55K -$13.3K -115 -19%
DOA
1274
D'Orazio & Associates
Virginia
$55K – – –
RFWA
1275
RPg Family Wealth Advisory
Massachusetts
$53.4K -$17.3K -150 -24%
49 50
51
52 53