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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1151
Barnett & Company
Tennessee
$189K – – –
TFO
1152
Tarbox Family Office
California
$189K +$5.2K +58 +3%
KBFS
1153
Kohmann Bosshard Financial Services
Ohio
$186K – – –
BFC
1154
Bedel Financial Consulting
Indiana
$185K – – –
TFA
1155
Transamerica Financial Advisors
Florida
$181K +$174K +1,935 New
WAP
1156
Wealthcare Advisory Partners
Pennsylvania
$169K +$269 +3 +0.2%
GFPC
1157
Global Financial Private Capital
Florida
$166K +$159K +1,775 New
PCM
1158
Penserra Capital Management
California
$154K -$10.7K -119 -7%
POIA
1159
Pin Oak Investment Advisors
Texas
$151K +$25.8K +288 +22%
ST
1160
Smithfield Trust
Pennsylvania
$149K – – –
GAM
1161
Gemmer Asset Management
California
$149K +$38.3K +427 +37%
APC
1162
Aspire Private Capital
North Carolina
$148K +$718 +8 +0.5%
RIA
1163
RPG Investment Advisory
California
$148K +$83.7K +933 +145%
FGAM
1164
Financial Gravity Asset Management
Texas
$147K -$897 -10 -0.6%
FPS
1165
Fieldpoint Private Securities
Connecticut
$146K -$115K -1,280 -45%
ADL
1166
Asset Dedication LLC
California
$146K +$90 +1 +0.1%
TL
1167
TrueWealth LLC
Georgia
$145K +$2.87K +32 +2%
LD
1168
Lipe & Dalton
New York
$143K +$137K +1,532 New
AIP
1169
Almanack Investment Partners
Pennsylvania
$143K -$113K -1,255 -45%
IRC
1170
Investors Research Corp
Georgia
$142K – – –
WIM
1171
Westside Investment Management
California
$141K +$136K +1,518 New
WG
1172
Welch Group
Alabama
$139K -$339K -3,774 -72%
FPFS
1173
First Personal Financial Services
North Carolina
$134K +$7.18K +80 +6%
CIA
1174
CSat Investment Advisory
Michigan
$131K +$119K +1,327 +1,638%
PMFA
1175
Plante Moran Financial Advisors
Michigan
$130K -$36.5K -407 -23%
45 46
47
48 49