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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
826
Peoples Financial Services Corp
Pennsylvania
$631K – – –
MHR
827
Matthew Hamilton Rosenberg
$628K +$205 +2 +0%
HCA
828
Heck Capital Advisors
Wisconsin
$627K – – –
PAM
829
Palisade Asset Management
Minnesota
$624K -$34K -332 -5%
WFAG
830
Worth Financial Advisory Group
North Carolina
$624K +$613K +5,991 New
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$623K -$61K -596 -9%
IAN
832
Integrated Advisors Network
Texas
$622K +$8.59K +84 +1%
JCM
833
J2 Capital Management
Michigan
$620K +$19.7K +193 +3%
AMBIA
834
Allen Mooney & Barnes Investment Advisors
Georgia
$616K +$614 +6 +0.1%
REMPR
835
Roof Eidam Maycock Peralta (REMP)
California
$615K – – –
PWPS
836
Pinnacle Wealth Planning Services
Ohio
$612K +$7.37K +72 +1%
PP
837
Patron Partners
Texas
$609K +$5.11K +50 +0.9%
NWMG
838
National Wealth Management Group
Ohio
$608K +$598K +5,846 New
CI
839
Cigna Investments
Connecticut
$608K -$5.11K -50 -0.8%
CFG
840
Citizens Financial Group
Rhode Island
$608K -$143K -1,400 -19%
BTWM
841
Baker Tilly Wealth Management
Wisconsin
$607K +$5.11K +50 +0.9%
LFA
842
Legacy Financial Advisors
Kentucky
$606K +$106K +1,034 +22%
KTC
843
Kistler-Tiffany Companies
Pennsylvania
$601K +$160K +1,560 +37%
EH
844
Equitable Holdings
New York
$600K -$21.2K -207 -3%
ACA
845
Aptus Capital Advisors
Alabama
$599K +$30.2K +295 +5%
DAM
846
Doheny Asset Management
California
$598K -$216K -2,107 -27%
CS
847
Comerica Securities
Michigan
$598K +$115K +1,126 +24%
AWM
848
Avior Wealth Management
Nebraska
$596K +$12.7K +124 +2%
CCA
849
Checchi Capital Advisers
California
$596K -$169K -1,657 -22%
ESB
850
Essex Savings Bank
Connecticut
$595K -$409 -4 -0.1%
32 33
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