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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
876
Worth Financial Advisory Group
North Carolina
$531K -$17K -175 -3%
MWM
877
Modera Wealth Management
New Jersey
$530K +$299K +3,076 +124%
TCA
878
Transcend Capital Advisors
New Jersey
$530K -$101K -1,036 -16%
BHWM
879
Bar Harbor Wealth Management
New Hampshire
$529K -$3.5K -36 -0.6%
WAM
880
Weatherly Asset Management
California
$525K -$6.32K -65 -1%
OF
881
Outfitter Financial
Maine
$525K – – –
GI
882
GAMCO Investors
Connecticut
$523K – – –
KA
883
Kovack Advisors
Florida
$521K +$20.6K +212 +4%
CL
884
Choreo LLC
Illinois
$516K -$5.74K -59 -1%
CAM
885
Campion Asset Management
Virginia
$511K -$6.51K -67 -1%
CT
886
Cambridge Trust
Massachusetts
$506K -$26.9K -277 -5%
MA
887
MJP Associates
Connecticut
$502K -$63.4K -652 -11%
TWM
888
Thrive Wealth Management
Pennsylvania
$502K -$29.6K -305 -5%
NSIM
889
North Star Investment Management
Illinois
$500K +$486 +5 +0.1%
CG
890
Clifford Group
Massachusetts
$493K +$132K +1,357 +36%
AWS
891
Arkfeld Wealth Strategies
Nebraska
$493K -$6.9K -71 -1%
LW
892
Linscomb Wealth
Texas
$493K -$22.6K -233 -4%
NL
893
NWAM LLC
Washington
$492K +$101K +1,042 +25%
IPW
894
Inlet Private Wealth
Florida
$492K – – –
CW
895
Connectus Wealth
Ohio
$491K – – –
FA
896
Faithward Advisors
Pennsylvania
$491K -$276K -2,843 -40%
MCM
897
Mill Capital Management
North Carolina
$491K -$166K -1,711 -25%
SIA
898
Schear Investment Advisers
Ohio
$489K -$12.7K -131 -2%
MC
899
Maverick Capital
Texas
$488K +$498K +5,119 New
ESB
900
Essex Savings Bank
Connecticut
$487K -$60.8K -625 -11%
34 35
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37 38