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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1076
Dividend Assets Capital
South Carolina
$244K – – –
DSC
1077
Duncker Streett & Co
Missouri
$244K – – –
AA
1078
Apriem Advisors
California
$244K +$17.9K +200 +8%
AWM
1079
Avior Wealth Management
Nebraska
$242K +$1.61K +18 +0.7%
KCM
1080
Kanawha Capital Management
Virginia
$241K – – –
SNT
1081
Security National Trust
West Virginia
$239K -$149K -1,663 -39%
APG
1082
Abacus Planning Group
South Carolina
$239K +$28.7K +320 +14%
WA
1083
WP Advisors
California
$238K -$7.99K -89 -3%
WAG
1084
Winthrop Advisory Group
Massachusetts
$238K -$6.82K -76 -3%
ACA
1085
Anchor Capital Advisors
Massachusetts
$237K – – –
CNB
1086
Camden National Bank
Maine
$235K -$8.97K -100 -4%
VI
1087
Versor Investments
New York
$234K +$224K +2,500 New
CAMG
1088
CWA Asset Management Group
Florida
$233K +$224K +2,495 New
PC
1089
Port Capital
Illinois
$231K +$5.92K +66 +3%
LPT
1090
Legacy Private Trust
Wisconsin
$230K – – –
MIP
1091
Marietta Investment Partners
Wisconsin
$230K – – –
FWM
1092
Focused Wealth Management
New York
$230K +$90 +1 +0%
CAM
1093
Covenant Asset Management
New Jersey
$229K – – –
WIA
1094
Wealthstreet Investment Advisors
Texas
$228K -$49.3K -550 -18%
BCM
1095
BTR Capital Management
California
$226K – – –
TP
1096
Tranquility Partners
Tennessee
$224K +$215K +2,395 New
CWP
1097
Capital Wealth Planning
Florida
$223K +$214K +2,383 New
MWP
1098
Moller Wealth Partners
$222K -$212K -2,368 -50%
CWM
1099
Cabot Wealth Management
Massachusetts
$222K – – –
PWPS
1100
Pinnacle Wealth Planning Services
Ohio
$221K +$22.5K +251 +12%
42 43
44
45 46