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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
951
Clear Harbor Asset Management
Connecticut
$71.3K +$83.9K +1,375 New
TFS
952
TrustCore Financial Services
Tennessee
$71K -$3.23K -53 -4%
ADL
953
Asset Dedication LLC
California
$71K +$427 +7 +0.5%
CWC
954
Carolinas Wealth Consulting
North Carolina
$67K +$7.69K +126 +11%
SIAP
955
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$66K – – –
ETI
956
Enterprise Trust & Investment
California
$62K – – –
BWM
957
BNC Wealth Management
Oregon
$61K +$71.8K +1,176 New
CIA
958
CSat Investment Advisory
Michigan
$59K -$35K -574 -34%
FPB
959
First PREMIER Bank
South Dakota
$55K -$6.1K -100 -8%
TCM
960
TD Capital Management
Tennessee
$55K +$61 +1 +0.1%
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$54K -$23.7K -388 -27%
SMFG
962
Sumitomo Mitsui Financial Group
Japan
$53K -$28.9K -473 -32%
SFFS
963
Stonehage Fleming Financial Services
Jersey
$53K – – –
HIIFS
964
Harel Insurance Investments & Financial Services
Israel
$52K – – –
HI
965
Hudock Inc
Pennsylvania
$52K +$366 +6 +0.6%
ONST
966
Old North State Trust
North Carolina
$52K +$61.8K +1,012 New
FHA
967
First Horizon Advisors
Tennessee
$51K -$57.2K -937 -48%
ME
968
McIlrath & Eck
Washington
$50K – – –
GAM
969
Gemmer Asset Management
California
$50K +$183 +3 +0.3%
FFA
970
Founders Financial Alliance
North Carolina
$50K +$61K +1,000 New
GFPC
971
Global Financial Private Client
Florida
$49K – – –
BFC
972
Bedel Financial Consulting
Indiana
$49K -$12.2K -200 -18%
BCA
973
Berman Capital Advisors
Georgia
$49K +$24.5K +401 +72%
NFSG
974
Newbridge Financial Services Group
Florida
$49K +$58.1K +952 New
CAL
975
Capital Analysts LLC
Pennsylvania
$48K -$12.6K -206 -18%
37 38
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