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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1001
Richwood Investment Advisors
Ohio
$749K -$31.3K -200 -5%
NL
1002
NWAM LLC
Washington
$744K +$119K +759 +23%
BB
1003
Busey Bank
Illinois
$744K -$157 -1 -0%
ICM
1004
Islay Capital Management
Texas
$744K -$39.6K -253 -6%
PFSC
1005
Peoples Financial Services Corp
Pennsylvania
$742K – – –
ACP
1006
Argyle Capital Partners
California
$742K -$27.4K -175 -4%
MWM
1007
Modera Wealth Management
New Jersey
$741K -$3.92K -25 -0.6%
QFW
1008
QTR Family Wealth
Florida
$741K -$56.3K -359 -7%
PP
1009
Patron Partners
Texas
$740K -$10.8K -69 -2%
PAM
1010
Palisade Asset Management
Minnesota
$740K -$23.5K -150 -4%
MSA
1011
Marathon Strategic Advisors
Pennsylvania
$739K – – –
WPP
1012
Whalerock Point Partners
Rhode Island
$737K – – –
CCP
1013
Cushing Capital Partners
Wisconsin
$736K +$633K +4,040 New
PCA
1014
Prosperity Capital Advisors
Ohio
$733K -$75.4K -481 -11%
EWM
1015
Empirical Wealth Management
Washington
$733K -$8.3K -53 -1%
RF
1016
Rossby Financial
Florida
$732K +$20.2K +129 +3%
AWS
1017
Arkfeld Wealth Strategies
Nebraska
$732K -$10K -64 -1%
DWM
1018
Drive Wealth Management
Utah
$730K -$205K -1,308 -25%
AHB
1019
Abner Herrman & Brock
New Jersey
$729K – – –
FB
1020
Fulton Bank
Pennsylvania
$727K -$3.13K -20 -0.5%
GHA
1021
GW Henssler & Associates
Georgia
$725K -$6.74K -43 -1%
BWM
1022
Biltmore Wealth Management
Arizona
$723K -$20.1K -128 -3%
JWM
1023
Jupiter Wealth Management
Colorado
$722K +$306K +1,950 +87%
TSW
1024
Three Seasons Wealth
Utah
$721K +$20.7K +132 +3%
RWB
1025
RMR Wealth Builders
New Jersey
$720K +$6.11K +39 +1%
39 40
41
42 43