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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1101
Fieldpoint Private Securities
Connecticut
$164K +$18.6K +220 +11%
CWA
1102
Clearview Wealth Advisors
Oregon
$163K +$1.1K +13 +0.7%
MPWT
1103
MassMutual Private Wealth & Trust
Connecticut
$155K +$60.4K +715 +65%
EBA
1104
Eagle Bay Advisors
New York
$148K +$143K +1,693 New
VC
1105
Vestor Capital
Illinois
$147K +$8.86K +105 +7%
SNT
1106
Security National Trust
West Virginia
$146K -$4.22K -50 -3%
APC
1107
Aspire Private Capital
North Carolina
$143K +$59.1K +700 +72%
HWA
1108
HHM Wealth Advisors
Tennessee
$138K +$9.79K +116 +8%
TWA
1109
TCI Wealth Advisors
Arizona
$134K -$4.98K -59 -4%
BFA
1110
Brendel Financial Advisors
New Hampshire
$134K +$132K +1,563 New
EFSCE
1111
Enterprise Financial Services Corp (EFSC)
Missouri
$130K -$31.4K -372 -20%
EWM
1112
Edge Wealth Management
New York
$129K – – –
ST
1113
Smithfield Trust
Pennsylvania
$126K – – –
FPB
1114
First PREMIER Bank
South Dakota
$125K +$19.9K +236 +19%
CHA
1115
Carmichael Hill & Associates
Maryland
$124K – – –
SFSIG
1116
San Francisco Sentry Investment Group
California
$121K +$18.6K +220 +18%
ADL
1117
Asset Dedication LLC
California
$119K +$506 +6 +0.4%
FWM
1118
FFT Wealth Management
Pennsylvania
$118K +$116K +1,378 New
JEST
1119
JTC Employer Solutions Trustee
Jersey
$116K +$114K +1,353 New
SIAP
1120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K -$4.64K -55 -4%
DSC
1121
Duncker Streett & Co
Missouri
$113K -$50.6K -600 -31%
NFSG
1122
Newbridge Financial Services Group
Florida
$113K -$7.51K -89 -6%
SN
1123
Sittner & Nelson
Oregon
$112K – – –
HBT
1124
Hills Bank & Trust
Iowa
$111K +$3.8K +45 +4%
BCA
1125
Berman Capital Advisors
Georgia
$111K +$4.22K +50 +4%
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