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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
951
Larson Financial Group
Missouri
$596K +$89.7K +664 +17%
SIA
952
Schechter Investment Advisors
Michigan
$589K -$200K -1,480 -25%
RIA
953
Regal Investment Advisors
Michigan
$589K -$863K -6,391 -59%
BWM
954
BKM Wealth Management
Wisconsin
$587K -$1.39M -10,300 -70%
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$586K +$13.2K +98 +2%
MBT
956
Montecito Bank & Trust
California
$584K +$2.43K +18 +0.4%
PAA
957
Peregrine Asset Advisers
Oregon
$582K – – –
PP
958
Patron Partners
Texas
$580K -$3.92K -29 -0.7%
DA
959
Drake & Associates
Wisconsin
$579K +$595K +4,406 New
ACA
960
Atlas Capital Advisors
Wyoming
$579K -$269K -1,994 -31%
CFM
961
Catalyst Funds Management
Australia
$578K +$432K +3,200 +267%
CI
962
Cigna Investments
Connecticut
$578K -$6.08K -45 -1%
FB
963
Fulton Bank
Pennsylvania
$577K -$144K -1,067 -20%
ECM
964
Evergreen Capital Management
Washington
$576K -$15.3K -113 -3%
VDI
965
Vaughan David Investments
Illinois
$576K – – –
GWM
966
Geneos Wealth Management
Colorado
$574K +$72.6K +538 +14%
TCA
967
Transcend Capital Advisors
New Jersey
$572K -$141K -1,044 -19%
CAM
968
Campion Asset Management
Virginia
$571K -$50K -370 -8%
CG
969
Clifford Group
Massachusetts
$566K +$32.5K +241 +6%
OPTFSNA
970
Old Point Trust & Financial Services N A
Virginia
$566K – – –
DFG
971
Demars Financial Group
Washington
$559K -$11.1K -82 -2%
SAM
972
SignalPoint Asset Management
Missouri
$557K +$2.43K +18 +0.4%
AWM
973
Angeles Wealth Management
California
$557K -$8.1K -60 -1%
NW
974
Naviter Wealth
Arkansas
$556K – – –
P
975
Pitcairn
Pennsylvania
$554K -$70.6K -523 -11%
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