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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
901
Ropes Wealth Advisors
Massachusetts
$181K -$28.8K -362 -13%
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$180K +$99.3K +1,249 +114%
BAM
903
Bruderman Asset Management
New York
$178K +$318 +4 +0.2%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K – – –
IRS
905
Invictus RG (Singapore)
Singapore
$167K -$32.2K -405 -16%
ZB
906
Zions Bancorporation
Utah
$163K -$198K -2,487 -55%
JIC
907
Joel Isaacson & Co
New York
$159K – – –
SC
908
SRB Corp
Massachusetts
$159K +$20.5K +258 +14%
ST
909
Smithfield Trust
Pennsylvania
$155K +$2.15K +27 +1%
CFN
910
Cordasco Financial Network
Florida
$154K +$39.7K +500 +33%
BC
911
Bartlett & Co
Ohio
$149K – – –
BCM
912
Brookstone Capital Management
Illinois
$149K +$20.8K +262 +16%
IA
913
IndexIQ Advisors
New York
$148K -$106K -1,329 -41%
FHA
914
First Horizon Advisors
Tennessee
$148K +$6.44K +81 +4%
PG
915
Patten Group
Tennessee
$148K +$18.3K +230 +14%
WA
916
Winfield Associates
Ohio
$146K – – –
S
917
SignatureFD
Georgia
$146K +$20.7K +260 +16%
GWM
918
Gupta Wealth Management
California
$145K -$33.9K -427 -18%
PCM
919
Prelude Capital Management
New York
$141K +$5.56K +70 +4%
PFBT
920
Parkside Financial Bank & Trust
Missouri
$136K -$120K -1,510 -46%
BAM
921
Barrett Asset Management
New York
$132K – – –
CL
922
CSS LLC
Illinois
$125K +$128K +1,616 New
HSA
923
Hussman Strategic Advisors
Maryland
$123K – – –
LNB
924
Ledyard National Bank
$120K -$14.9K -187 -11%
FMP
925
Financial Management Professionals
Texas
$120K – – –
35 36
37
38 39