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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1126
B. Riley Wealth Management
Tennessee
$228K -$39.4K -415 -15%
PAM
1127
Private Asset Management
California
$228K -$17.6K -185 -7%
NFG
1128
Nations Financial Group
Iowa
$228K +$227K +2,393 New
LWM
1129
Liberty Wealth Management
California
$227K +$157K +1,653 +225%
CWM
1130
Cabot Wealth Management
Massachusetts
$226K – – –
ST
1131
Sentinel Trust
Texas
$226K +$226K +2,374 New
ACI
1132
Alpha Cubed Investments
California
$225K -$22.8K -240 -9%
NIM
1133
NuWave Investment Management
New Jersey
$225K +$208K +2,185 +1,256%
ARMT
1134
Amica Retiree Medical Trust
Rhode Island
$223K – – –
PFA
1135
Paradigm Financial Advisors
Missouri
$223K – – –
FCCM
1136
First City Capital Management
Georgia
$222K – – –
LIM
1137
Loudon Investment Management
New Hampshire
$221K – – –
CAM
1138
Close Asset Management
United Kingdom
$220K -$23.4M -245,750 -99%
WDA
1139
Wendell David Associates
New Hampshire
$219K -$49K -516 -18%
LCM
1140
Liberty Capital Management
Michigan
$219K +$219K +2,302 New
DJSG
1141
D.J. St. Germain
Massachusetts
$218K +$217K +2,287 New
JSL
1142
JT Stratford LLC
Georgia
$217K +$217K +2,285 New
GCAC
1143
Guardian Capital Advisors (Canada)
Ontario, Canada
$216K – – –
HCM
1144
Harvest Capital Management
New Hampshire
$216K +$216K +2,274 New
1NWS
1145
1 North Wealth Services
Maryland
$215K +$84K +884 +64%
DI
1146
Diligent Investors
California
$215K +$214K +2,254 New
KFC
1147
Klingenstein Fields & Co
New York
$212K +$212K +2,225 New
GW
1148
GW & Wade
Massachusetts
$212K +$212K +2,230 New
APG
1149
Abacus Planning Group
South Carolina
$212K +$212K +2,231 New
FMP
1150
Financial Management Professionals
Texas
$211K -$4.75K -50 -2%
44 45
46
47 48