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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Modera Wealth Management
New Jersey
$208K -$108K -1,200 -35%
VC
1127
Vicus Capital
Pennsylvania
$208K -$42.5K -474 -18%
MWA
1128
Meridian Wealth Advisors
Texas
$208K -$25.6K -285 -11%
KFC
1129
Klingenstein Fields & Co
New York
$208K – – –
BCA
1130
Bray Capital Advisors
Florida
$208K +$1.44K +16 +0.7%
FMP
1131
Financial Management Professionals
Texas
$207K – – –
PPP
1132
Private Portfolio Partners
New Jersey
$207K +$9.15K +102 +5%
KFS
1133
Kurt F. Somerville
$206K -$51.1K -570 -21%
DI
1134
Diligent Investors
California
$206K -$4.49K -50 -2%
PWW
1135
Pettyjohn Wood & White
Virginia
$206K +$197K +2,199 New
RCAG
1136
Rehmann Capital Advisory Group
Michigan
$205K +$20.2K +225 +11%
IP
1137
Investment Partners
Ohio
$205K +$1.79K +20 +0.9%
MFG
1138
MidWestOne Financial Group
Iowa
$205K +$197K +2,192 New
WCM
1139
Windsor Capital Management
Arizona
$205K +$197K +2,193 New
MGIA
1140
Moneta Group Investment Advisors
Missouri
$204K -$137K -1,528 -41%
DDC
1141
DF Dent & Co
Maryland
$203K – – –
LSAG
1142
Lake Street Advisors Group
New Hampshire
$203K +$5.56K +62 +3%
WBC
1143
West Branch Capital
Massachusetts
$203K +$195K +2,173 New
PAM
1144
Private Asset Management
California
$202K -$21.6K -241 -10%
LWANC
1145
Laurel Wealth Advisors (North Carolina)
North Carolina
$202K +$14.5K +162 +8%
NDSI
1146
Newman Dignan & Sheerar Inc
Rhode Island
$202K +$194K +2,157 New
EFSCE
1147
Enterprise Financial Services Corp (EFSC)
Missouri
$201K -$2.33K -26 -1%
SWA
1148
Sutton Wealth Advisors
Florida
$191K -$628 -7 -0.3%
PFBT
1149
Parkside Financial Bank & Trust
Missouri
$190K +$4.31K +48 +2%
PCIA
1150
Prime Capital Investment Advisors
Kansas
$190K +$56.3K +628 +45%
44 45
46
47 48