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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1126
Enterprise Trust & Investment
California
$87K – – –
JWM
1127
Janiczek Wealth Management
Colorado
$87K +$378 +5 +0.4%
NFSG
1128
Newbridge Financial Services Group
Florida
$84K +$33.6K +444 +62%
FMP
1129
Financial Management Professionals
Texas
$83K – – –
MFC
1130
Mechanics Financial Corp
Ohio
$83K +$86.9K +1,150 New
HFS
1131
Hantz Financial Services
Michigan
$82K -$6.8K -90 -7%
DWP
1132
Destiny Wealth Partners
Florida
$82K – – –
SFG
1133
Steward Financial Group
Texas
$81K +$85.2K +1,127 New
FA
1134
Financial Advantage
Maryland
$76K +$75.6K +1,000 +1,818%
RFA
1135
Reilly Financial Advisors
California
$75K +$3.78K +50 +5%
SFFS
1136
Stonehage Fleming Financial Services
Jersey
$74K – – –
PSB
1137
Piscataqua Savings Bank
New Hampshire
$72K -$3.55K -47 -5%
BWA
1138
BDO Wealth Advisors
Florida
$72K – – –
GAM
1139
Gemmer Asset Management
California
$72K – – –
KCM
1140
KRS Capital Management
Michigan
$72K +$75.1K +994 New
PCMC
1141
Paragon Capital Management (Colorado)
Colorado
$72K +$75.6K +1,000 New
TIM
1142
Tevis Investment Management
Texas
$72K +$75.6K +1,000 New
GFPC
1143
Global Financial Private Client
Florida
$71.5K – – –
ETC
1144
Exchange Traded Concepts
Oklahoma
$71K -$42K -556 -36%
CWA
1145
Clearview Wealth Advisors
Oregon
$70K -$70.4K -932 -49%
GTAM
1146
Global Trust Asset Management
Florida
$70K -$36.7K -485 -33%
SOW
1147
State of Wyoming
Wyoming
$70K +$73K +966 New
HI
1148
Hoey Investments
Pennsylvania
$69K +$56.7K +750 +375%
TC
1149
Trust Company
Kansas
$68K – – –
HNWAG
1150
High Net Worth Advisory Group
Florida
$68K +$70.5K +933 New
44 45
46
47 48