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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
926
Ausdal Financial Partners
Iowa
$455K +$14.7K +151 +3%
VWM
927
Venturi Wealth Management
Texas
$454K -$45.3K -466 -9%
VDI
928
Vaughan David Investments
Illinois
$454K – – –
BFA
929
BMS Financial Advisors
South Dakota
$453K -$208K -2,136 -31%
FFA
930
First Foundation Advisors
California
$451K +$7.97K +82 +2%
SWM
931
Sendero Wealth Management
Texas
$451K +$459K +4,726 New
SBIA
932
Sheaff Brock Investment Advisors
Indiana
$448K +$66.1K +680 +17%
LAM
933
Lingohr Asset Management
Germany
$448K – – –
WPW
934
Waldron Private Wealth
Pennsylvania
$448K -$14K -144 -3%
IAS
935
Insigneo Advisory Services
Florida
$445K +$875 +9 +0.2%
LC
936
Lincoln Capital
Nebraska
$445K – – –
PPP
937
Private Portfolio Partners
New Jersey
$437K +$3.5K +36 +0.8%
FLPIM
938
F.L. Putnam Investment Management
Massachusetts
$436K -$41.5K -427 -9%
PFPT
939
Pinnacle Financial Partners (Tennessee)
Tennessee
$434K +$1.07K +11 +0.2%
WAP
940
Wealthcare Advisory Partners
Pennsylvania
$434K -$138K -1,420 -24%
P
941
Pitcairn
Pennsylvania
$431K -$3.89K -40 -0.9%
SWM
942
Spire Wealth Management
Virginia
$430K -$65.7K -676 -13%
ECM
943
Evergreen Capital Management
Washington
$429K +$14.9K +153 +4%
SLWA
944
San Luis Wealth Advisors
California
$429K -$1.07K -11 -0.2%
RGC
945
Roberts, Glore & Co
Illinois
$425K – – –
QCG
946
Quadrant Capital Group
Ohio
$424K -$35.4K -364 -8%
ACA
947
Aptus Capital Advisors
Alabama
$424K +$7K +72 +2%
KIA
948
KLR Investment Advisors
Rhode Island
$424K +$15.7K +161 +4%
VAM
949
Verity Asset Management
North Carolina
$423K -$21.5K -221 -5%
MIC
950
Means Investment Company
Maine
$422K -$194 -2 -0%
36 37
38
39 40