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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1101
Centaurus Financial
California
$107K +$109K +1,118 New
RP
1102
Rowlandmiller & Partners
Georgia
$107K +$10.3K +106 +11%
FHA
1103
First Horizon Advisors
Tennessee
$106K -$18.1K -186 -14%
POIA
1104
Pin Oak Investment Advisors
Texas
$106K -$7.11K -73 -6%
FNB
1105
Farmers National Bank
Kentucky
$105K +$23.4K +240 +28%
BAM
1106
Bruderman Asset Management
New York
$105K +$107K +1,099 New
MA
1107
MCF Advisors
Kentucky
$102K – – –
TA
1108
Townsend & Associates
Colorado
$102K +$681 +7 +0.7%
JCM
1109
Jacobi Capital Management
Pennsylvania
$99K +$195 +2 +0.2%
M
1110
MOTCO
Texas
$99K +$75K +770 +297%
FPS
1111
Fieldpoint Private Securities
Connecticut
$97K – – –
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$94K – – –
GLI
1113
Guardian Life Insurance
New York
$93K -$41.4K -425 -31%
1IA
1114
1834 Investment Advisors
Wisconsin
$91K -$82.5K -847 -47%
AWM
1115
Aevitas Wealth Management
Massachusetts
$90K +$20.4K +210 +29%
OC
1116
Oakworth Capital
Alabama
$89K -$6.91K -71 -8%
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K -$27.9K -287 -24%
FIB
1118
First Interstate Bank
Montana
$88K -$3.31K -34 -4%
RFA
1119
Reilly Financial Advisors
California
$87K – – –
SA
1120
SRH Advisors
Kansas
$87K – – –
JFA
1121
JNBA Financial Advisors
Minnesota
$82K -$9.73K -100 -10%
VCM
1122
Vigilant Capital Management
Maine
$82K +$58.9K +605 +237%
PWAG
1123
Polaris Wealth Advisory Group
California
$82K +$82.7K +850 New
CCMW
1124
Cypress Capital Management (Wyoming)
Wyoming
$79K -$7.3K -75 -8%
CHP
1125
Cable Hill Partners
Oregon
$78K – – –
43 44
45
46 47