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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1051
IHT Wealth Management
Illinois
$297K +$289K +2,886 New
BW
1052
Bison Wealth
Georgia
$296K -$27K -269 -9%
CG
1053
CFO4Life Group
Texas
$295K -$7.62K -76 -3%
KIA
1054
KCM Investment Advisors
California
$295K – – –
HAM
1055
Highstreet Asset Management
Ontario, Canada
$294K -$138K -1,375 -32%
KCM
1056
Kanawha Capital Management
Virginia
$292K +$27.3K +272 +11%
PP
1057
PDS Planning
Ohio
$291K +$301 +3 +0.1%
CGL
1058
Clarius Group LLC
Washington
$291K +$60.6K +605 +27%
TC
1059
Trust Company
Kansas
$290K -$15.5K -155 -5%
BMCM
1060
Bryn Mawr Capital Management
Pennsylvania
$288K +$3.81K +38 +1%
PCA
1061
Personal Capital Advisors
California
$288K +$17.3K +173 +7%
PGA
1062
Portland Global Advisors
Maine
$287K -$902 -9 -0.3%
CWP
1063
Capital Wealth Planning
Florida
$287K +$21.5K +215 +9%
LWM
1064
Liberty Wealth Management
California
$287K +$51.2K +511 +22%
WOC
1065
West Oak Capital
California
$286K -$57.6K -575 -17%
BFC
1066
Blue Fin Capital
Rhode Island
$284K -$16.9K -169 -6%
BUB
1067
BBVA USA Bancshares
Texas
$283K +$277K +2,765 New
WIS
1068
Wright Investors Service
Connecticut
$282K -$1.7K -17 -0.6%
AA
1069
Apriem Advisors
California
$282K +$15K +150 +6%
PA
1070
Probity Advisors
Texas
$280K -$9.32K -93 -3%
WANY
1071
Wealthspire Advisors (New York)
New York
$279K +$274K +2,729 New
WIA
1072
Wealthstreet Investment Advisors
Texas
$278K -$10K -100 -4%
CA
1073
CapWealth Advisors
Tennessee
$278K -$8.72K -87 -3%
SFFS
1074
Stonehage Fleming Financial Services
Jersey
$277K – – –
RIA
1075
Realta Investment Advisors
Delaware
$276K -$25.6K -255 -9%
41 42
43
44 45