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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
801
M&R Capital Management
New Jersey
$887K -$279K -2,064 -23%
NL
802
Navalign LLC
California
$887K +$22.1K +164 +2%
RA
803
RFG Advisory
Alabama
$886K -$390K -2,886 -30%
WF
804
Welch & Forbes
Massachusetts
$882K +$21.7K +161 +2%
MA
805
MCF Advisors
Kentucky
$882K -$3.38K -25 -0.4%
RIA
806
Retirement Investment Advisors
Oklahoma
$879K – – –
FSA
807
Financial Sense Advisors
California
$879K -$7.97K -59 -0.9%
PTC
808
Private Trust Company
Ohio
$878K -$5.13K -38 -0.6%
AFWM
809
AMJ Financial Wealth Management
Virginia
$876K -$6.82M -50,510 -88%
MP
810
Mangrove Partners
Connecticut
$875K +$899K +6,660 New
BCM
811
Birmingham Capital Management
Alabama
$875K +$135K +1,002 +18%
AAS
812
Ameritas Advisory Services
Nebraska
$872K +$9.05K +67 +1%
CWS
813
Confluence Wealth Services
Pennsylvania
$871K -$2.84K -21 -0.3%
VA
814
Valmark Advisers
Ohio
$870K +$21.5K +159 +2%
FIC
815
FCG Investment Company
Tennessee
$870K -$268K -1,983 -23%
MPI
816
Mairs & Power Inc
Minnesota
$861K -$115K -850 -11%
MIM
817
Miller Investment Management
Pennsylvania
$854K – – –
TWP
818
Tyche Wealth Partners
Texas
$853K -$26.9K -199 -3%
DWM
819
Dynasty Wealth Management
Florida
$853K -$281K -2,080 -24%
SAM
820
Strategy Asset Managers
California
$849K +$344K +2,547 +65%
RWP
821
RWA Wealth Partners
Massachusetts
$847K +$16.7K +124 +2%
SSB
822
Sandy Spring Bank
Maryland
$840K +$60.1K +445 +7%
PCM
823
Poehling Capital Management
Wisconsin
$836K +$449K +3,327 +110%
CPC
824
Cookson Peirce & Co
Pennsylvania
$832K -$41.4M -306,545 -98%
WPC
825
Wedmont Private Capital
Pennsylvania
$832K -$174K -1,285 -18%
31 32
33
34 35