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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
901
Larson Financial Group
Missouri
$558K -$198K -1,768 -27%
VC
902
Veracity Capital
Georgia
$558K -$141K -1,260 -21%
ALA
903
Atlas Legacy Advisors
California
$555K +$218K +1,947 +72%
LCM
904
LVM Capital Management
Michigan
$554K – – –
ICM
905
Islay Capital Management
Texas
$553K – – –
SAI
906
Savvy Advisors Inc
New York
$549K +$104K +925 +25%
PSP
907
Principal Street Partners
Tennessee
$545K +$254K +2,268 +98%
TCOV
908
Trust Company of Vermont
Vermont
$544K +$22.6K +202 +5%
KIA
909
KCM Investment Advisors
California
$544K -$4.48K -40 -0.9%
BAWM
910
Bennett Associates Wealth Management
Pennsylvania
$544K +$78.1K +697 +18%
NL
911
NVWM LLC
Pennsylvania
$543K +$11.7K +104 +2%
GWMI
912
Guardian Wealth Management (Illinois)
Illinois
$542K -$108K -967 -18%
CWM
913
Connecticut Wealth Management
Connecticut
$540K -$560 -5 -0.1%
CIA
914
Capital Investment Advisors
Georgia
$540K +$24K +214 +5%
A
915
AlphaQuest
New York
$537K -$166K -1,484 -25%
MIM
916
Merrion Investment Management
New Jersey
$537K -$56K -500 -10%
SW
917
Simplicity Wealth
New Jersey
$535K +$165K +1,471 +49%
DP
918
Dearborn Partners
Illinois
$535K +$122K +1,091 +32%
LC
919
Lincoln Capital
Nebraska
$535K -$14K -125 -3%
ECM
920
Evergreen Capital Management
Washington
$535K -$21.4K -191 -4%
WA
921
WP Advisors
California
$533K +$16.5K +147 +3%
MWM
922
Modern Wealth Management
Kansas
$533K +$46.6K +416 +10%
BIM
923
Bridges Investment Management
Nebraska
$532K -$61.6K -550 -11%
PAA
924
Peregrine Asset Advisers
Oregon
$528K – – –
DFG
925
Demars Financial Group
Washington
$528K -$60.2M -537,278 -99%
35 36
37
38 39