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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1101
Flagship Harbor Advisors
Massachusetts
$97K -$61.6K -870 -39%
ADL
1102
Asset Dedication LLC
California
$97K -$3.26K -46 -3%
RM
1103
Resource Management
Louisiana
$92K -$14.5K -205 -2%
SIAP
1104
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K +$14.2K +200 +19%
HI
1105
Human Investing
Oregon
$89K +$22.9K +323 +35%
ETI
1106
Enterprise Trust & Investment
California
$86K – – –
M
1107
MOTCO
Texas
$85K -$2.05K -29 -2%
WFMPM
1108
Woodley Farra Manion Portfolio Management
Indiana
$85K – – –
FPB
1109
First PREMIER Bank
South Dakota
$84K -$17.7K -250 -17%
CWC
1110
Carolinas Wealth Consulting
North Carolina
$84K +$82.6K +1,166 New
BFC
1111
Bedel Financial Consulting
Indiana
$82K -$496 -7 -0.6%
CAL
1112
Capital Analysts LLC
Pennsylvania
$82K +$212 +3 +0.3%
C
1113
Cerebellum
California
$80K +$56.2K +794 New
RWA
1114
Ropes Wealth Advisors
Massachusetts
$78K +$8.21K +116 +12%
JWM
1115
Janiczek Wealth Management
Colorado
$77K +$18.8K +266 +33%
TCM
1116
TD Capital Management
Tennessee
$76K +$3.75K +53 +5%
HIIFS
1117
Harel Insurance Investments & Financial Services
Israel
$72K +$70.8K +1,000 New
HI
1118
Hudock Inc
Pennsylvania
$71K +$354 +5 +0.5%
SFFS
1119
Stonehage Fleming Financial Services
Jersey
$70K -$119K -1,675 -62%
GAM
1120
Gemmer Asset Management
California
$69K -$4.81K -68 -7%
ME
1121
McIlrath & Eck
Washington
$69K -$1.34K -19 -2%
KWM
1122
Keebeck Wealth Management
Illinois
$69K +$68.3K +965 New
GFPC
1123
Global Financial Private Client
Florida
$67.4K – – –
SCA
1124
Stonebridge Capital Advisors
Minnesota
$67K – – –
VNA
1125
Valley National Advisers
Pennsylvania
$66K -$783K -11,055 -92%
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