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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
826
Welch & Forbes
Massachusetts
$882K -$771K -6,449 -49%
FSA
827
Financial Sense Advisors
California
$880K +$790K +6,613 New
RWP
828
RWA Wealth Partners
Massachusetts
$877K +$416K +3,482 +112%
VSQM
829
V-Square Quantitative Management
Illinois
$877K +$241K +2,015 +44%
CAM
830
Cidel Asset Management
Ontario, Canada
$875K +$785K +6,571 New
RIA
831
Realta Investment Advisors
Delaware
$870K +$303K +2,535 +63%
IA
832
IFP Advisors
Florida
$868K -$1.2K -10 -0.2%
MIM
833
Miller Investment Management
Pennsylvania
$865K – – –
CWM
834
Cornerstone Wealth Management
Missouri
$865K +$10.3K +86 +1%
LFA
835
Legacy Financial Advisors
Kentucky
$864K +$46K +385 +6%
AMIM
836
Aull & Monroe Investment Management
Alabama
$858K -$46K -385 -6%
TVAMP
837
Tennessee Valley Asset Management Partners
Tennessee
$857K +$375K +3,139 +95%
P
838
&Partners
Tennessee
$857K +$769K +6,430 New
SSA
839
South Street Advisors
New York
$855K – – –
CWS
840
Confluence Wealth Services
Pennsylvania
$853K – – –
SFS
841
Strategic Financial Services
New York
$850K -$44.8K -375 -6%
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$846K +$42.3K +354 +6%
HH
843
Hilltop Holdings
Texas
$846K +$26.1K +218 +4%
BCM
844
Birmingham Capital Management
Alabama
$846K -$359 -3 -0%
MAM
845
Mystic Asset Management
Rhode Island
$841K +$45.4K +380 +6%
FRM
846
Fox Run Management
Connecticut
$839K +$753K +6,302 New
VA
847
Valmark Advisers
Ohio
$835K +$15.3K +128 +2%
JSC
848
Jackson Square Capital
California
$834K +$749K +6,263 New
CM
849
Castleark Management
Illinois
$833K +$748K +6,260 New
AFG
850
American Financial Group
Ohio
$832K – – –
32 33
34
35 36