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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1126
Financial Management Professionals
Texas
$207K – – –
PPP
1127
Private Portfolio Partners
New Jersey
$207K +$9.15K +102 +5%
KFS
1128
Kurt F. Somerville
$206K -$51.1K -570 -21%
DI
1129
Diligent Investors
California
$206K -$4.49K -50 -2%
PWW
1130
Pettyjohn Wood & White
Virginia
$206K +$197K +2,199 New
RCAG
1131
Rehmann Capital Advisory Group
Michigan
$205K +$20.2K +225 +11%
IP
1132
Investment Partners
Ohio
$205K +$1.79K +20 +0.9%
MFG
1133
MidWestOne Financial Group
Iowa
$205K +$197K +2,192 New
WCM
1134
Windsor Capital Management
Arizona
$205K +$197K +2,193 New
MGIA
1135
Moneta Group Investment Advisors
Missouri
$204K -$137K -1,528 -41%
DDC
1136
DF Dent & Co
Maryland
$203K – – –
LSAG
1137
Lake Street Advisors Group
New Hampshire
$203K +$5.56K +62 +3%
WBC
1138
West Branch Capital
Massachusetts
$203K +$195K +2,173 New
PAM
1139
Private Asset Management
California
$202K -$21.6K -241 -10%
LWANC
1140
Laurel Wealth Advisors (North Carolina)
North Carolina
$202K +$14.5K +162 +8%
EFSCE
1141
Enterprise Financial Services Corp (EFSC)
Missouri
$201K -$2.33K -26 -1%
SWA
1142
Sutton Wealth Advisors
Florida
$191K -$628 -7 -0.3%
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$190K +$4.31K +48 +2%
PCIA
1144
Prime Capital Investment Advisors
Kansas
$190K +$56.3K +628 +45%
BC
1145
Barnett & Company
Tennessee
$189K – – –
TFO
1146
Tarbox Family Office
California
$189K +$5.2K +58 +3%
KBFS
1147
Kohmann Bosshard Financial Services
Ohio
$186K – – –
BFC
1148
Bedel Financial Consulting
Indiana
$185K – – –
TFA
1149
Transamerica Financial Advisors
Florida
$181K +$174K +1,935 New
WAP
1150
Wealthcare Advisory Partners
Pennsylvania
$169K +$269 +3 +0.2%
44 45
46
47 48