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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1001
Wealthstreet Investment Advisors
Texas
$221K +$213K +2,711 New
IIM
1002
Ipswich Investment Management
Massachusetts
$220K -$18K -230 -8%
JFA
1003
JNBA Financial Advisors
Minnesota
$220K +$142K +1,807 +202%
SCA
1004
STALEY CAPITAL ADVISERS
Pennsylvania
$220K +$212K +2,700 New
PL
1005
Plancorp LLC
Missouri
$220K +$212K +2,702 New
BB
1006
Busey Bank
Illinois
$219K +$211K +2,690 New
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K +$6.59K +84 +3%
PCMC
1008
Paragon Capital Management (Colorado)
Colorado
$218K +$209K +2,669 New
TCA
1009
Transcend Capital Advisors
New Jersey
$217K +$208K +2,655 New
FMLI
1010
Fukoku Mutual Life Insurance
Japan
$216K – – –
LC
1011
Lindbrook Capital
California
$216K +$5.26K +67 +3%
WTB
1012
Washington Trust Bank
Washington
$215K -$19.2K -245 -9%
OCG
1013
Opus Capital Group
Ohio
$214K -$39.2K -500 -16%
PC
1014
Port Capital
Illinois
$214K +$206K +2,627 New
APW
1015
Acima Private Wealth
Virginia
$212K – – –
NFGCM
1016
Norman Fields Gottscho Capital Management
New York
$210K -$213K -2,720 -51%
QCG
1017
Quadrant Capital Group
Ohio
$210K +$7.69K +98 +4%
GLA
1018
Good Life Advisors
Pennsylvania
$210K +$200K +2,553 New
BFS
1019
Bradley Foster & Sargent
Connecticut
$210K +$202K +2,571 New
CG
1020
CFO4Life Group
Texas
$210K +$202K +2,579 New
MWA
1021
Meridian Wealth Advisors
Texas
$210K +$202K +2,580 New
BIC
1022
Beach Investment Counsel
Pennsylvania
$209K +$201K +2,560 New
CFA
1023
CWS Financial Advisors
Michigan
$209K +$201K +2,566 New
CIC
1024
Crawford Investment Counsel
Georgia
$208K -$183K -2,334 -48%
DAC
1025
Dividend Assets Capital
South Carolina
$208K – – –
39 40
41
42 43