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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1076
Ausdal Financial Partners
Iowa
$274K – – –
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$271K +$28.9K +288 +12%
BRWM
1078
B. Riley Wealth Management
Tennessee
$270K +$1.4K +14 +0.5%
AFG
1079
Albion Financial Group
Utah
$268K – – –
DSC
1080
Duncker Streett & Co
Missouri
$268K – – –
AW
1081
ACG Wealth
Georgia
$268K +$31.6K +315 +14%
NFP
1082
Narus Financial Partners
Utah
$268K +$100 +1 +0%
RP
1083
Rowlandmiller & Partners
Georgia
$267K +$35.1K +350 +16%
DAC
1084
Dividend Assets Capital
South Carolina
$267K – – –
TSW
1085
Thompson Siegel & Walmsley
Virginia
$265K -$501K -5,000 -66%
OWP
1086
Obermeyer Wealth Partners
Colorado
$264K -$56.8K -567 -18%
MPWT
1087
MassMutual Private Wealth & Trust
Connecticut
$263K -$152K -1,515 -37%
YWP
1088
YorkBridge Wealth Partners
New York
$263K -$135K -1,344 -34%
WP
1089
WealthSource Partners
California
$263K -$7.32K -73 -3%
DAM
1090
Delta Asset Management
Tennessee
$263K +$236K +2,351 +1,083%
WPW
1091
Waldron Private Wealth
Pennsylvania
$262K -$61.3K -612 -19%
SNT
1092
Security National Trust
West Virginia
$262K – – –
WAG
1093
Winthrop Advisory Group
Massachusetts
$262K +$2.1K +21 +0.8%
ACA
1094
Anchor Capital Advisors
Massachusetts
$260K – – –
ET
1095
Equitable Trust
Tennessee
$258K +$18K +180 +8%
SCP
1096
Syntal Capital Partners
Texas
$257K -$30.9K -308 -11%
GC
1097
Grimes & Company
Massachusetts
$256K -$72.9K -727 -23%
NCM
1098
Next Capital Management
New York
$256K -$38.4K -383 -13%
PC
1099
Port Capital
Illinois
$253K – – –
FWM
1100
Focused Wealth Management
New York
$252K – – –
42 43
44
45 46