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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1251
TCG Advisors
Texas
$38K – – –
BWM
1252
Baystate Wealth Management
Massachusetts
$38K +$359 +4 +1%
HWA
1253
Heritage Wealth Advisors
Virginia
$37.5K +$14.6K +163 +68%
CAL
1254
Capital Analysts LLC
Pennsylvania
$37K – – –
TF
1255
TimeScale Financial
Massachusetts
$37K +$35.3K +393 New
PCP
1256
Proficio Capital Partners
Massachusetts
$36K -$2.69K -30 -7%
BBA
1257
Braun-Bostich & Associates
Pennsylvania
$36K – – –
WAS
1258
Winch Advisory Services
Wisconsin
$35K -$4.04K -45 -11%
1IA
1259
1834 Investment Advisors
Wisconsin
$33K – – –
PFGIA
1260
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$8.16K +91 +36%
SLF
1261
Sun Life Financial
Ontario, Canada
$32K -$33.5K -373 -52%
TF
1262
Tompkins Financial
New York
$32K – – –
MF
1263
Manchester Financial
California
$32K +$30.8K +343 New
CT
1264
Clearstead Trust
Maine
$30K – – –
HGWM
1265
Harvest Group Wealth Management
Massachusetts
$30K +$90 +1 +0.3%
JGIA
1266
Jackson Grant Investment Advisers
Connecticut
$30K +$269 +3 +0.9%
AC
1267
Avestar Capital
New York
$29K -$897 -10 -3%
MWM
1268
Mascoma Wealth Management
New Hampshire
$28K – – –
HS
1269
Horan Securities
United States
$28K +$269 +3 +1%
TCM
1270
Tradewinds Capital Management
Washington
$27K – – –
DPA
1271
Delphi Private Advisors
California
$26K – – –
TPWA
1272
TRUE Private Wealth Advisors
Oregon
$26K +$25.7K +286 New
NIM
1273
NuWave Investment Management
New Jersey
$25K -$188K -2,094 -89%
RA
1274
Rational Advisors
New York
$25K -$30.8K -343 -56%
AP
1275
Advisors Preferred
Maryland
$25K +$23.4K +261 New
49 50
51
52 53