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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1101
Focused Wealth Management
New York
$21K +$6.86K +81 +54%
BONST
1102
Bank of Nova Scotia Trust
Ontario, Canada
$21K +$19.5K +230 New
WC
1103
Whitnell & Co
Illinois
$20K +$169 +2 +0.9%
MIFH
1104
Migdal Insurance & Financial Holdings
Israel
$20K +$18.2K +215 New
AWM
1105
Avior Wealth Management
Nebraska
$19K -$10.8K -127 -39%
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
AAP
1107
Arax Advisory Partners
Colorado
$19K +$6.1K +72 +53%
ACM
1108
Armbruster Capital Management
New York
$18K -$18.7K -221 -52%
BCM
1109
Blume Capital Management
California
$18K – – –
LIM
1110
Lagoda Investment Management
New York
$18K – – –
WAM
1111
Watermark Asset Management
California
$18K – – –
WCM
1112
Wealthcare Capital Management
Virginia
$18K – – –
HCM
1113
Highlander Capital Management
New Jersey
$17K – – –
LYV
1114
Live Your Vision
Pennsylvania
$17K +$169 +2 +1%
BL
1115
Balentine LLC
Georgia
$16K – – –
EWM
1116
Edge Wealth Management
New York
$16K +$85 +1 +0.6%
JWA
1117
JFS Wealth Advisors
Pennsylvania
$16K +$6.35K +75 +75%
CTB
1118
Country Trust Bank
Illinois
$15K – – –
MWM
1119
MinichMacGregor Wealth Management
New York
$15K – – –
CAL
1120
Capital Analysts LLC
Pennsylvania
$14K – – –
PFO
1121
Pathstone Family Office
New Jersey
$14K – – –
TCM
1122
TD Capital Management
Tennessee
$14K – – –
FA
1123
Financial Advantage
Maryland
$14K +$13.1K +155 New
PCA
1124
Peddock Capital Advisors
Massachusetts
$13K – – –
TG
1125
TLP Group
Illinois
$12K -$79.8K -942 -88%
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