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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Sugarloaf Wealth Management
Georgia
$23K – – –
SFSIG
1027
San Francisco Sentry Investment Group
California
$22K – – –
SA
1028
SRH Advisors
Kansas
$21K -$6.04K -99 -20%
1IA
1029
1834 Investment Advisors
Wisconsin
$21K – – –
BBA
1030
Braun-Bostich & Associates
Pennsylvania
$20K – – –
GG
1031
Gleason Group
Kentucky
$20K +$366 +6 +2%
FWM
1032
Filbrandt Wealth Management
Wisconsin
$19K -$15.2K -249 -41%
JWA
1033
JFS Wealth Advisors
Pennsylvania
$19K – – –
MCM
1034
MV Capital Management
Maryland
$19K – – –
HCP
1035
Hexagon Capital Partners
Arkansas
$19K +$24.7K +405 New
HWA
1036
Heritage Wealth Advisors
Virginia
$18.7K +$12.1K +199 +122%
BWA
1037
BDO Wealth Advisors
Florida
$18K – – –
AIC
1038
Archer Investment Corporation
Indiana
$17.1K -$2.5K -41 -11%
MF
1039
Manchester Financial
California
$17K – – –
SC
1040
Solstein Capital
California
$17K – – –
MSFP
1041
Mark Sheptoff Financial Planning
Connecticut
$16K -$959K -15,714 -98%
EIP
1042
Ellis Investment Partners
Pennsylvania
$16K -$12.1K -199 -39%
FCM
1043
Firestone Capital Management
Florida
$16K – – –
FBT
1044
First Bank & Trust
South Dakota
$16K – – –
FHC
1045
First Horizon Corporation
Tennessee
$16K +$19.2K +315 New
SIS
1046
Sound Income Strategies
Florida
$15K – – –
LF
1047
Lee Financial
Texas
$15K +$4.76K +78 +39%
AWM
1048
Adams Wealth Management
Utah
$15K +$18.1K +297 New
SLF
1049
Sun Life Financial
Ontario, Canada
$14K -$244 -4 -1%
NL
1050
NVWM LLC
Pennsylvania
$13K -$381K -6,244 -96%
40 41
42
43 44