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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OFC
851
Oakland Financial Corp
$684K +$763K +6,000 New
SFS
852
Strategic Financial Services
New York
$683K – – –
FC
853
FORA Capital
Florida
$681K -$9.47M -74,442 -93%
MGIA
854
Matthew Goff Investment Advisor
Texas
$677K – – –
SWP
855
Strategic Wealth Partners
Ohio
$674K -$251K -1,971 -27%
CCA
856
Checchi Capital Advisers
California
$672K +$5.98K +47 +0.8%
KFS
857
Keynote Financial Services
Connecticut
$668K -$5.6K -44 -0.7%
PAM
858
Palisade Asset Management
Minnesota
$667K – – –
EFS
859
Essex Financial Services
Connecticut
$667K +$341K +2,677 +84%
WIA
860
Westbourne Investment Advisors
Maryland
$665K -$1.91K -15 -0.3%
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$665K +$8.27K +65 +1%
FNBTCON
862
First National Bank & Trust Co of Newtown
Pennsylvania
$663K -$4.33K -34 -0.6%
C
863
Certuity
Florida
$662K -$30.8K -242 -4%
RIA
864
Regal Investment Advisors
Michigan
$662K +$169K +1,331 +30%
FIC
865
FCG Investment Company
Tennessee
$661K -$103K -812 -12%
FFWA
866
FRG Family Wealth Advisors
Washington
$650K – – –
AFP
867
Ausdal Financial Partners
Iowa
$649K +$125K +980 +21%
DAM
868
Doheny Asset Management
California
$648K – – –
IAN
869
Integrated Advisors Network
Texas
$647K +$4.07K +32 +0.6%
RYIA
870
Roehl & Yi Investment Advisors
Oregon
$647K +$723K +5,682 New
5W
871
5T Wealth
California
$644K +$719K +5,655 New
LI
872
LVZ Inc
Michigan
$643K +$718K +5,643 New
ACG
873
Allen Capital Group
Nebraska
$642K +$33.7K +265 +5%
LSA
874
Leonteq Securities AG
Switzerland
$642K +$356K +2,797 +99%
SEA
875
Stegent Equity Advisors
Texas
$642K – – –
33 34
35
36 37