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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1301
Parkside Investments
Illinois
$39K +$40.5K +350 New
CT
1302
Clearstead Trust
Maine
$37K – – –
LF
1303
Lee Financial
Texas
$36K -$20.5K -177 -36%
CHP
1304
Cable Hill Partners
Oregon
$36K – – –
JWA
1305
JFS Wealth Advisors
Pennsylvania
$34K – – –
MWM
1306
Mascoma Wealth Management
New Hampshire
$34K – – –
WF
1307
WealthTrust Fairport
Ohio
$34K – – –
IGGA
1308
Iron Gate Global Advisors
Utah
$34K +$34.7K +300 New
WPW
1309
Winthrop Partners - WNY
New York
$33.8K -$17.2K -149 -33%
PCP
1310
Proficio Capital Partners
Massachusetts
$33K -$1.39K -12 -4%
BAMG
1311
Brand Asset Management Group
Missouri
$33K – – –
JGIA
1312
Jackson Grant Investment Advisers
Connecticut
$33K +$231 +2 +0.7%
WAS
1313
WESPAC Advisors SoCal
California
$33K +$34.7K +300 New
TCM
1314
Tradewinds Capital Management
Washington
$32K – – –
MCM
1315
Mainstay Capital Management
Michigan
$31K +$31.8K +275 New
PAMG
1316
Patton Albertson Miller Group
Tennessee
$31K +$37.6K +325 New
NWM
1317
Northwest Wealth Management
Iowa
$29K – – –
AC
1318
Avestar Capital
New York
$28K -$8.09K -70 -21%
FFW
1319
Fusion Family Wealth
New York
$28K – – –
IP
1320
Isthmus Partners
Wisconsin
$28K – – –
SHJ
1321
Sharkey, Howes & Javer
Colorado
$28K – – –
CTB
1322
Country Trust Bank
Illinois
$27K – – –
LFG
1323
LifePlan Financial Group
Ohio
$27K – – –
WA
1324
WealthTrust-Arizona
Arizona
$26K -$10.2K -88 -27%
WC
1325
Whitnell & Co
Illinois
$25K +$231 +2 +0.9%