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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1026
Vestor Capital
Illinois
$120K – – –
APC
1027
Aspire Private Capital
North Carolina
$117K – – –
HWA
1028
HHM Wealth Advisors
Tennessee
$112K – – –
TWA
1029
TCI Wealth Advisors
Arizona
$108K -$1.74K -24 -2%
ETC
1030
Exchange Traded Concepts
Oklahoma
$108K +$104K +1,435 +1,421%
S
1031
Seeyond
France
$106K -$333K -4,602 -75%
EWM
1032
Edge Wealth Management
New York
$105K – – –
FRA
1033
Front Row Advisors
California
$105K – – –
ST
1034
Smithfield Trust
Pennsylvania
$105K – – –
GTAM
1035
Global Trust Asset Management
Florida
$101K -$112K -1,550 -52%
CHA
1036
Carmichael Hill & Associates
Maryland
$101K – – –
CWC
1037
Carolinas Wealth Consulting
North Carolina
$101K +$11.6K +160 +12%
ADL
1038
Asset Dedication LLC
California
$97K -$362 -5 -0.4%
CFA
1039
Cahill Financial Advisors
Minnesota
$97K +$100K +1,383 New
JEST
1040
JTC Employer Solutions Trustee
Jersey
$95K – – –
SIAP
1041
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K – – –
SN
1042
Sittner & Nelson
Oregon
$92K – – –
JFA
1043
JNBA Financial Advisors
Minnesota
$90K -$93.2K -1,287 -50%
FFA
1044
Freedman Financial Associates
Massachusetts
$90K – – –
TCM
1045
TD Capital Management
Tennessee
$90K – – –
DSC
1046
Duncker Streett & Co
Missouri
$89K -$2.9K -40 -3%
BFC
1047
Bedel Financial Consulting
Indiana
$88K – – –
BA
1048
Bellwether Advisors
Nebraska
$87K – – –
OIA
1049
Optimum Investment Advisors
Illinois
$87K – – –
HFS
1050
Hantz Financial Services
Michigan
$86K -$2.86M -39,522 -97%
40 41
42
43 44