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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
951
SAM Advisors
California
$493K – – –
EWM
952
Empirical Wealth Management
Washington
$489K +$5.6K +50 +1%
VDI
953
Vaughan David Investments
Illinois
$489K +$29.4K +262 +7%
WWM
954
Western Wealth Management
Colorado
$488K -$18.6K -166 -4%
BB
955
Burford Brothers
Texas
$487K -$2.58K -23 -0.6%
PFSC
956
Peoples Financial Services Corp
Pennsylvania
$486K – – –
SPL
957
Smart Portfolios LLC
Washington
$485K – – –
RGC
958
Roberts, Glore & Co
Illinois
$485K – – –
CCM
959
Cobler Capital Management
Kansas
$485K +$449K +4,011 New
1M
960
1248 Management
Missouri
$483K – – –
CHAM
961
Clear Harbor Asset Management
Connecticut
$482K -$3.25K -29 -0.7%
BA
962
Ballew Advisors
Mississippi
$481K +$112 +1 +0%
CAM
963
Campion Asset Management
Virginia
$479K -$6.27K -56 -1%
AWM
964
Angeles Wealth Management
California
$479K -$31.7K -283 -7%
OFC
965
Oakland Financial Corp
$477K – – –
CI
966
Cigna Investments
Connecticut
$477K -$14.3K -128 -3%
GWSG
967
GPS Wealth Strategies Group
Colorado
$475K -$75.4K -673 -14%
GHA
968
GW Henssler & Associates
Georgia
$474K -$48.8K -436 -10%
EM
969
Excalibur Management
Massachusetts
$473K +$68K +607 +18%
SPWG
970
Syntegra Private Wealth Group
Missouri
$471K +$1.01K +9 +0.2%
PGAM
971
Princeton Global Asset Management
New Jersey
$469K +$6.05K +54 +1%
PP
972
PDS Planning
Ohio
$468K +$56.4K +503 +15%
PP
973
Patron Partners
Texas
$467K -$53.2K -475 -11%
TNBTD
974
Trustmark National Bank Trust Department
Mississippi
$467K -$39.2K -350 -8%
GWA
975
Gratus Wealth Advisors
Virginia
$464K +$2.69K +24 +0.6%
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