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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1051
Southland Equity Partners
Missouri
$666K +$3.27K +19 +0.5%
RIA
1052
Richwood Investment Advisors
Ohio
$664K -$31K -180 -4%
EC
1053
EntryPoint Capital
New York
$659K +$387K +2,249 +136%
JGUA
1054
John G. Ullman & Associates
New York
$659K +$8.09K +47 +1%
EM
1055
Excalibur Management
Massachusetts
$657K -$6.03K -35 -0.9%
BP
1056
Ballentine Partners
Massachusetts
$656K +$70.2K +408 +12%
ICM
1057
Islay Capital Management
Texas
$656K -$34.4K -200 -5%
GWA
1058
Gratus Wealth Advisors
Virginia
$656K +$9.47K +55 +1%
AIA
1059
Affinity Investment Advisors
California
$654K -$423K -2,458 -39%
AC
1060
Apella Capital
Connecticut
$654K +$21.9K +127 +4%
CAM
1061
Campion Asset Management
Virginia
$654K – – –
SPWG
1062
Syntegra Private Wealth Group
Missouri
$654K +$2.41K +14 +0.4%
CF
1063
Clarity Financial
Texas
$653K +$665K +3,861 New
DCM
1064
Donaldson Capital Management
Indiana
$652K +$416K +2,416 +168%
FFN
1065
Focus Financial Network
Minnesota
$652K -$3.62K -21 -0.5%
KP
1066
Keel Point
Alabama
$650K +$26K +151 +4%
REMPR
1067
Roof Eidam Maycock Peralta (REMP)
California
$650K – – –
GWMI
1068
Guardian Wealth Management (Illinois)
Illinois
$647K +$2.93K +17 +0.4%
MAM
1069
Montchanin Asset Management
Delaware
$647K – – –
NHC
1070
Nicholas Hoffman & Company
Georgia
$646K +$86.8K +504 +15%
BWM
1071
Biltmore Wealth Management
Arizona
$646K -$26K -151 -4%
HAS
1072
HBW Advisory Services
California
$646K +$255K +1,481 +63%
CIA
1073
Capital Investment Advisors
Georgia
$645K -$88.3K -513 -12%
RGC
1074
Roberts, Glore & Co
Illinois
$643K – – –
MWM
1075
Meridian Wealth Management
Kentucky
$643K +$118K +686 +22%
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