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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
876
J.W. Cole Advisors
Florida
$679K -$156K -1,394 -20%
RPCONE
877
Retirement Planning Company of New England
Rhode Island
$678K -$54.8K -488 -8%
JCM
878
J2 Capital Management
Michigan
$674K -$1.01K -9 -0.2%
WFAG
879
Worth Financial Advisory Group
North Carolina
$669K – – –
OF
880
Outfitter Financial
Maine
$661K – – –
JIP
881
Jaffetilchin Investment Partners
Florida
$660K +$617K +5,494 New
GI
882
GAMCO Investors
Connecticut
$659K – – –
VWM
883
Venturi Wealth Management
Texas
$652K +$74.9K +667 +14%
NL
884
NWAM LLC
Washington
$648K +$26K +232 +4%
CAM
885
Campion Asset Management
Virginia
$643K – – –
FFA
886
First Foundation Advisors
California
$637K +$64.1K +571 +12%
KWA
887
Kingswood Wealth Advisors
California
$629K +$588K +5,237 New
CL
888
Choreo LLC
Illinois
$623K -$24.8K -221 -4%
CPIG
889
Chicago Partners Investment Group
Illinois
$623K +$2.13K +19 +0.3%
CT
890
Cambridge Trust
Massachusetts
$621K -$15.8K -141 -3%
PCM
891
Prelude Capital Management
New York
$620K +$227K +2,024 +64%
CW
892
Connectus Wealth
Ohio
$619K – – –
MCM
893
Mill Capital Management
North Carolina
$618K – – –
FWP
894
FAS Wealth Partners
Kansas
$616K +$37.8K +337 +7%
ESB
895
Essex Savings Bank
Connecticut
$614K +$561 +5 +0.1%
WAM
896
Weatherly Asset Management
California
$614K -$44.9K -400 -7%
BHWM
897
Bar Harbor Wealth Management
New Hampshire
$613K -$49.9K -445 -8%
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$613K +$62.5K +557 +12%
LW
899
Linscomb Wealth
Texas
$611K -$8.87K -79 -2%
WA
900
Wealth Alliance
New York
$610K -$254K -2,259 -31%
34 35
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37 38