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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1001
Kohmann Bosshard Financial Services
Ohio
$120K – – –
AII
1002
AGF Investments Inc
Ontario, Canada
$120K +$182K +2,233 New
FHA
1003
Flagship Harbor Advisors
Massachusetts
$119K -$45.5K -559 -20%
OIA
1004
Optimum Investment Advisors
Illinois
$119K – – –
DSC
1005
Duncker Streett & Co
Missouri
$117K -$35.6K -438 -17%
PCIA
1006
Prime Capital Investment Advisors
Kansas
$114K -$12K -147 -6%
MCM
1007
Manchester Capital Management
Vermont
$114K – – –
SWA
1008
Sutton Wealth Advisors
Florida
$114K -$18.3K -225 -10%
LWANC
1009
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K -$4.64K -57 -3%
TFO
1010
Tarbox Family Office
California
$112K +$4.31K +53 +3%
EFSCE
1011
Enterprise Financial Services Corp (EFSC)
Missouri
$111K -$9.6K -118 -5%
CCM
1012
Cox Capital Management
Massachusetts
$111K +$80.9K +994 New
FRA
1013
Front Row Advisors
California
$110K -$686K -8,433 -85%
QCG
1014
Quadrant Capital Group
Ohio
$109K -$340K -4,181 -67%
KFI
1015
Key Financial Inc
Pennsylvania
$105K – – –
FWM
1016
Focused Wealth Management
New York
$105K +$163 +2 +0.1%
MHR
1017
Matthew Hamilton Rosenberg
$105K +$159K +1,952 New
WPA
1018
West Paces Advisors
Georgia
$105K -$123K -1,511 -44%
FHA
1019
First Horizon Advisors
Tennessee
$104K -$35.6K -438 -18%
KPW
1020
Kore Private Wealth
New York
$104K +$3.17K +39 +2%
CF
1021
Centaurus Financial
California
$103K -$14.6K -180 -9%
AWA
1022
Arkadios Wealth Advisors
Georgia
$97.3K +$19.4K +238 +15%
FMP
1023
Financial Management Professionals
Texas
$96K -$16.8K -207 -10%
BCM
1024
Brooktree Capital Management
Michigan
$95K -$448K -5,505 -76%
GI
1025
Gradient Investments
Minnesota
$95K +$110K +1,354 +322%
39 40
41
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