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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1076
Balentine LLC
Georgia
$14K – – –
CP
1077
Corbenic Partners
Pennsylvania
$14K +$8.06K +100 +133%
OCM
1078
Oakview Capital Management
Texas
$13K – – –
EWM
1079
Edge Wealth Management
New York
$13K +$81 +1 +0.6%
PFO
1080
Pathstone Family Office
New Jersey
$13K +$13.2K +164 New
TCM
1081
TD Capital Management
Tennessee
$12K – – –
CAL
1082
Capital Analysts LLC
Pennsylvania
$11.9K -$53.6K -665 -82%
WP
1083
WealthPLAN Partners
Nebraska
$11.6K +$12.1K +150 New
PCA
1084
Peddock Capital Advisors
Massachusetts
$11K – – –
APSP
1085
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
ECM
1086
Exchange Capital Management
Michigan
$10K – – –
FWM
1087
Focused Wealth Management
New York
$10K – – –
JWA
1088
JFS Wealth Advisors
Pennsylvania
$9K – – –
MBT
1089
Monroe Bank & Trust
Michigan
$8K -$9.1K -113 -53%
AWM
1090
AllSquare Wealth Management
New York
$8K – – –
BWA
1091
Burt Wealth Advisors
Maryland
$8K – – –
CTB
1092
Country Trust Bank
Illinois
$8K – – –
PCTC
1093
Perkins Coie Trust Company
Washington
$8K – – –
TG
1094
TLP Group
Illinois
$8K +$8.06K +100 New
RWM
1095
Raffa Wealth Management
District of Columbia
$7.92K -$1.05K -13 -12%
SSA
1096
South Street Advisors
New York
$7.84K +$32.2K +400 +0.4%
WCBA
1097
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
SAM
1098
Solaris Asset Management
New York
$7K +$6.69K +83 New
KKAMG
1099
Kernodle & Katon Asset Management Group
Arkansas
$6K -$24.2K -300 -81%
PRS
1100
Pinkerton Retirement Specialists
Idaho
$6K -$14.9K -185 -72%
42 43
44
45 46