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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
926
Benjamin Edwards Inc
Missouri
$387K -$162K -1,748 -27%
TW
927
Transform Wealth
Colorado
$386K -$19K -205 -4%
PCS
928
Personal CFO Solutions
New Jersey
$385K -$24K -259 -5%
SP
929
Successful Portfolios
Florida
$385K -$278 -3 -0.1%
LWCFA
930
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$385K +$19.5K +211 +5%
APW
931
Austin Private Wealth
Texas
$385K +$30.5K +330 +8%
SCA
932
Salient Capital Advisors
Texas
$385K +$434K +4,693 New
RGC
933
Roberts, Glore & Co
Illinois
$383K -$6.94K -75 -2%
IWC
934
Integrated Wealth Concepts
Massachusetts
$383K +$42.7K +462 +11%
TWC
935
TD Waterhouse Canada
Ontario, Canada
$382K -$83.3K -900 -17%
AF
936
Aldebaran Financial
$382K -$9.25K -100 -2%
MCM
937
Mill Capital Management
North Carolina
$381K – – –
HCP
938
Hexagon Capital Partners
Arkansas
$380K -$66.1K -715 -13%
RP
939
Riverwater Partners
Wisconsin
$380K -$2.5K -27 -0.6%
TL
940
Tradewinds LLC
North Carolina
$379K +$427K +4,617 New
AFP
941
Ausdal Financial Partners
Iowa
$378K -$37K -400 -8%
CS
942
Comerica Securities
Michigan
$378K +$15K +162 +4%
LFA
943
Legacy Financial Advisors
Kentucky
$378K +$426K +4,606 New
PFO
944
Pathstone Family Office
New Jersey
$378K +$426K +4,607 New
OFS
945
OneAscent Financial Services
Alabama
$377K +$426K +4,603 New
MIC
946
Means Investment Company
Maine
$375K +$463 +5 +0.1%
MC
947
Machina Capital
France
$369K -$95.8K -1,035 -19%
TVAMP
948
Tennessee Valley Asset Management Partners
Tennessee
$369K -$22.1K -239 -5%
AIM
949
Acropolis Investment Management
Missouri
$369K +$22.1K +239 +6%
WPW
950
Waldron Private Wealth
Pennsylvania
$369K +$24.5K +265 +6%
36 37
38
39 40