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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
1051
Taylor Wealth Management Partners
Massachusetts
$18K – – –
BAM
1052
Brave Asset Management
New Jersey
$17K – – –
WC
1053
Whitnell & Co
Illinois
$17K +$82 +1 +0.5%
AWM
1054
Avior Wealth Management
Nebraska
$16K -$42.8K -524 -73%
MFBTD
1055
MB Financial Bank - Trust Department
Illinois
$16K -$4.08K -50 -20%
ACM
1056
Armbruster Capital Management
New York
$16K – – –
KA
1057
Klingman & Associates
New York
$16K – – –
LIM
1058
Lagoda Investment Management
New York
$16K – – –
WCM
1059
Wealthcare Capital Management
Virginia
$16K – – –
BL
1060
Balentine LLC
Georgia
$14K – – –
CPIG
1061
Chicago Partners Investment Group
Illinois
$14K – – –
SGAM
1062
Smith Group Asset Management
Texas
$14K – – –
CFS
1063
Commonwealth Financial Services
West Virginia
$13K – – –
SCA
1064
Stuart Chaussee & Associates
California
$13K – – –
EWM
1065
Edge Wealth Management
New York
$13K +$82 +1 +0.6%
LWA
1066
Lenox Wealth Advisors
New York
$12K – – –
TCM
1067
TD Capital Management
Tennessee
$12K – – –
PFO
1068
Pathstone Family Office
New Jersey
$12K +$12.3K +151 New
DBT
1069
Dubuque Bank & Trust
Iowa
$11K -$7.76K -95 -41%
KPCM
1070
Kings Point Capital Management
New York
$11K – – –
APSP
1071
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10.2K +125 New
ECM
1072
Exchange Capital Management
Michigan
$10K +$10.2K +125 New
RWM
1073
Raffa Wealth Management
District of Columbia
$8.96K – – –
BWA
1074
Burt Wealth Advisors
Maryland
$8K -$16.3K -200 -66%
JWA
1075
JFS Wealth Advisors
Pennsylvania
$8K -$2.04K -25 -20%
41 42
43
44 45