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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1301
Wealthcare Capital Management
Virginia
$17K – – –
PRC
1302
Pearl River Capital
Michigan
$17K +$19.5K +200 New
VRM
1303
Vectors Research Management
New York
$16K -$295K -3,023 -94%
HCM
1304
Highlander Capital Management
New Jersey
$16K – – –
KL
1305
KWMG LLC
Kansas
$16K +$98 +1 +0.5%
SPL
1306
Smart Portfolios LLC
Washington
$16K +$18.3K +187 New
NIM
1307
NuWave Investment Management
New Jersey
$15K -$212K -2,172 -93%
RA
1308
Rational Advisors
New York
$15K -$17K -174 -50%
BCM
1309
Blume Capital Management
California
$15K – – –
EWM
1310
Edge Wealth Management
New York
$15K +$98 +1 +0.6%
LPWM
1311
Lake Point Wealth Management
Texas
$15K +$16.7K +171 New
NSG
1312
Nalls Sherbakoff Group
Tennessee
$15K +$17.1K +175 New
AIA
1313
Alera Investment Advisors
Illinois
$15K +$17.2K +176 New
NCM
1314
New Capital Management
Texas
$14K – – –
SCA
1315
Stuart Chaussee & Associates
California
$14K – – –
GWMIA
1316
Global Wealth Management Investment Advisory
Florida
$14K +$16.2K +166 New
FEG
1317
Financial Enhancement Group
Indiana
$13K – – –
TCM
1318
TD Capital Management
Tennessee
$13K – – –
CFA
1319
Clarfeld Financial Advisors
New York
$13K +$14.7K +150 New
KPCM
1320
Kings Point Capital Management
New York
$12K -$31.8K -325 -70%
LWA
1321
Lenox Wealth Advisors
New York
$12K – – –
WAS
1322
Winch Advisory Services
Wisconsin
$12K +$11.3K +116 +504%
AWMF
1323
Arbor Wealth Management (Florida)
Florida
$12K +$13.1K +134 New
LFG
1324
Larson Financial Group
Missouri
$12K +$13.2K +135 New
APSP
1325
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
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