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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1076
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
WCM
1077
Wealthcare Capital Management
Virginia
$17K – – –
MBT
1078
Monroe Bank & Trust
Michigan
$17K +$8.87K +113 +113%
HCM
1079
Highlander Capital Management
New Jersey
$16K – – –
LIM
1080
Lagoda Investment Management
New York
$16K – – –
WAM
1081
Watermark Asset Management
California
$16K – – –
LYV
1082
Live Your Vision
Pennsylvania
$16K +$157 +2 +1%
BCM
1083
Blume Capital Management
California
$16K +$15.2K +194 New
BL
1084
Balentine LLC
Georgia
$15K – – –
MWM
1085
MinichMacGregor Wealth Management
New York
$14K -$13.7K -175 -51%
EWM
1086
Edge Wealth Management
New York
$14K +$79 +1 +0.6%
CTB
1087
Country Trust Bank
Illinois
$14K +$5.18K +66 +66%
BWM
1088
Baystate Wealth Management
Massachusetts
$13K -$8.95K -114 -42%
PFO
1089
Pathstone Family Office
New Jersey
$13K -$785 -10 -6%
TCM
1090
TD Capital Management
Tennessee
$13K – – –
FWM
1091
Focused Wealth Management
New York
$13K +$1.65K +21 +16%
CAL
1092
Capital Analysts LLC
Pennsylvania
$12.4K – – –
AAP
1093
Arax Advisory Partners
Colorado
$11K -$9.5K -121 -47%
PCA
1094
Peddock Capital Advisors
Massachusetts
$11K – – –
APSP
1095
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
CP
1096
Corbenic Partners
Pennsylvania
$8K -$5.89K -75 -43%
BWA
1097
Burt Wealth Advisors
Maryland
$8K – – –
JWA
1098
JFS Wealth Advisors
Pennsylvania
$8K – – –
PCTC
1099
Perkins Coie Trust Company
Washington
$8K – – –
WCBA
1100
Weaver C. Barksdale & Associates
Tennessee
$8K – – –
42 43
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45 46