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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1076
Golden State Wealth Management
California
$47K +$71.3K +876 New
EW
1077
Evoke Wealth
California
$46.2K -$26.6K -327 -28%
WCG
1078
Weaver Consulting Group
California
$44K -$20.3K -250 -24%
JWM
1079
Janiczek Wealth Management
Colorado
$43K – – –
VCM
1080
Versant Capital Management
Arizona
$43K +$2.85K +35 +5%
ACA
1081
Atlas Capital Advisors
Wyoming
$40.1K -$27K -332 -31%
CAC
1082
Certified Advisory Corp
Florida
$40K -$732 -9 -1%
FBT
1083
First Bank & Trust
South Dakota
$39K +$58.7K +721 New
MWM
1084
MBE Wealth Management
Wisconsin
$39K +$59.9K +736 New
CAL
1085
Capital Advisors Ltd
Ohio
$38K -$9.2K -113 -14%
IAS
1086
IMA Advisory Services
Colorado
$38K – – –
TFA
1087
Toth Financial Advisory
Virginia
$38K – – –
AS
1088
Altshuler Shaham
Israel
$38K +$51K +627 +825%
PAI
1089
Pittenger & Anderson Inc
Nebraska
$36K -$4.76M -58,533 -99%
AIM
1090
AIA Investment Management
Singapore
$36K – – –
BC
1091
Barnett & Company
Tennessee
$36K – – –
DWM
1092
Darwin Wealth Management
Florida
$36K +$54.9K +674 New
ED
1093
Exane Derivatives
France
$35.9K -$3.03M -37,206 -98%
PO
1094
Private Ocean
California
$35K -$35.9K -441 -40%
CCMW
1095
Cypress Capital Management (Wyoming)
Wyoming
$35K – – –
OC
1096
Oakworth Capital
Alabama
$34K -$5.29K -65 -9%
1W
1097
1776 Wealth
Georgia
$33K – – –
ANBT
1098
American National Bank & Trust
Texas
$33K – – –
IRAG
1099
Investment Research & Advisory Group
Georgia
$33K – – –
LWA
1100
Lenox Wealth Advisors
New York
$33K +$6.1K +75 +14%
42 43
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45 46