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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1251
Arcadia Investment Management
Michigan
$42K – – –
Kayne Anderson Rudnick Investment Management
1252
Kayne Anderson Rudnick Investment Management
California
$42K +$40.4K +450 New
TAIM
1253
TD Ameritrade Investment Management
Nebraska
$40K +$5.47K +61 +17%
FNB
1254
Farmers National Bank
Kentucky
$39K -$45.4K -506 -55%
Parallax Volatility Advisers
1255
Parallax Volatility Advisers
California
$39K -$4.67K -52 -11%
W
1256
WealthStone
Ohio
$38.4K +$36.8K +410 New
BWA
1257
Burt Wealth Advisors
Maryland
$38K – – –
TA
1258
TCG Advisors
Texas
$38K – – –
BWM
1259
Baystate Wealth Management
Massachusetts
$38K +$359 +4 +1%
HWA
1260
Heritage Wealth Advisors
Virginia
$37.5K +$14.6K +163 +68%
CAL
1261
Capital Analysts LLC
Pennsylvania
$37K – – –
TF
1262
TimeScale Financial
Massachusetts
$37K +$35.3K +393 New
PCP
1263
Proficio Capital Partners
Massachusetts
$36K -$2.69K -30 -7%
BBA
1264
Braun-Bostich & Associates
Pennsylvania
$36K – – –
WAS
1265
Winch Advisory Services
Wisconsin
$35K -$4.04K -45 -11%
1IA
1266
1834 Investment Advisors
Wisconsin
$33K – – –
PFGIA
1267
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$8.16K +91 +36%
SLF
1268
Sun Life Financial
Ontario, Canada
$32K -$33.5K -373 -52%
TF
1269
Tompkins Financial
New York
$32K – – –
MF
1270
Manchester Financial
California
$32K +$30.8K +343 New
CT
1271
Clearstead Trust
Maine
$30K – – –
HGWM
1272
Harvest Group Wealth Management
Massachusetts
$30K +$90 +1 +0.3%
JGIA
1273
Jackson Grant Investment Advisers
Connecticut
$30K +$269 +3 +0.9%
AC
1274
Avestar Capital
New York
$29K -$897 -10 -3%
MWM
1275
Mascoma Wealth Management
New Hampshire
$28K – – –