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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1076
Freedman Financial Associates
Massachusetts
$105K – – –
CWC
1077
Carolinas Wealth Consulting
North Carolina
$104K +$11.2K +143 +13%
NIM
1078
NuWave Investment Management
New Jersey
$104K +$100K +1,276 New
HBT
1079
Hills Bank & Trust
Iowa
$102K +$98.3K +1,253 New
OIA
1080
Optimum Investment Advisors
Illinois
$101K -$76.5K -975 -44%
BA
1081
Bellwether Advisors
Nebraska
$101K -$68.6K -874 -41%
BCA
1082
Berman Capital Advisors
Georgia
$101K +$31.1K +397 +46%
PSB
1083
Piscataqua Savings Bank
New Hampshire
$100K +$97K +1,236 New
FPB
1084
First PREMIER Bank
South Dakota
$99K – – –
ETI
1085
Enterprise Trust & Investment
California
$98K – – –
SFSIG
1086
San Francisco Sentry Investment Group
California
$98K +$32.2K +410 +52%
JWM
1087
Janiczek Wealth Management
Colorado
$97K +$314 +4 +0.3%
CA
1088
Centerpoint Advisors
Massachusetts
$94K -$192K -2,450 -68%
DWP
1089
Destiny Wealth Partners
Florida
$92K -$19.8K -252 -18%
MPWT
1090
MassMutual Private Wealth & Trust
Connecticut
$89K +$1.33K +17 +2%
HWA
1091
Heritage Wealth Advisors
Virginia
$87K – – –
SFFS
1092
Stonehage Fleming Financial Services
Jersey
$84K – – –
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$83K +$863 +11 +1%
GFPC
1094
Global Financial Private Client
Florida
$82.1K – – –
TFS
1095
TrustCore Financial Services
Tennessee
$82K -$28.5K -363 -27%
HI
1096
Hudock Inc
Pennsylvania
$82K -$15.4K -196 -16%
TCM
1097
TD Capital Management
Tennessee
$82K -$4.24K -54 -5%
BWA
1098
BDO Wealth Advisors
Florida
$81K +$73.7K +939 +1,565%
APC
1099
Aspire Private Capital
North Carolina
$79K -$54.9K -700 -42%
GAM
1100
Gemmer Asset Management
California
$79K – – –
42 43
44
45 46