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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1051
Excalibur Management
Massachusetts
$657K -$6.03K -35 -0.9%
BP
1052
Ballentine Partners
Massachusetts
$656K +$70.2K +408 +12%
ICM
1053
Islay Capital Management
Texas
$656K -$34.4K -200 -5%
GWA
1054
Gratus Wealth Advisors
Virginia
$656K +$9.47K +55 +1%
AIA
1055
Affinity Investment Advisors
California
$654K -$423K -2,458 -39%
AC
1056
Apella Capital
Connecticut
$654K +$21.9K +127 +4%
CAM
1057
Campion Asset Management
Virginia
$654K – – –
SPWG
1058
Syntegra Private Wealth Group
Missouri
$654K +$2.41K +14 +0.4%
CF
1059
Clarity Financial
Texas
$653K +$665K +3,861 New
DCM
1060
Donaldson Capital Management
Indiana
$652K +$416K +2,416 +168%
FFN
1061
Focus Financial Network
Minnesota
$652K -$3.62K -21 -0.5%
KP
1062
Keel Point
Alabama
$650K +$26K +151 +4%
REMPR
1063
Roof Eidam Maycock Peralta (REMP)
California
$650K – – –
GWMI
1064
Guardian Wealth Management (Illinois)
Illinois
$647K +$2.93K +17 +0.4%
MAM
1065
Montchanin Asset Management
Delaware
$647K – – –
NHC
1066
Nicholas Hoffman & Company
Georgia
$646K +$86.8K +504 +15%
BWM
1067
Biltmore Wealth Management
Arizona
$646K -$26K -151 -4%
HAS
1068
HBW Advisory Services
California
$646K +$255K +1,481 +63%
CIA
1069
Capital Investment Advisors
Georgia
$645K -$88.3K -513 -12%
RGC
1070
Roberts, Glore & Co
Illinois
$643K – – –
MWM
1071
Meridian Wealth Management
Kentucky
$643K +$118K +686 +22%
AAS
1072
Ameritas Advisory Services
Nebraska
$642K +$322K +1,868 +97%
WA
1073
WP Advisors
California
$642K -$106K -617 -14%
PCS
1074
Personal CFO Solutions
New Jersey
$640K +$6.71K +39 +1%
PP
1075
Patron Partners
Texas
$639K -$48.7K -283 -7%
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