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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1176
Roble Belko & Company
Pennsylvania
$10K – – –
TIM
1177
Tortoise Investment Management
New York
$10K – – –
PGAM
1178
Princeton Global Asset Management
New Jersey
$10K +$5.46K +93 +186%
ST
1179
Sageworth Trust
Pennsylvania
$9K -$24.5K -417 -76%
SIS
1180
Sound Income Strategies
Florida
$9K -$8.8K -150 -53%
TPWA
1181
TRUE Private Wealth Advisors
Oregon
$9K -$3.46K -59 -30%
IF
1182
Ironwood Financial
Arizona
$9K – – –
CFD
1183
Creative Financial Designs
Indiana
$9K +$5.64K +96 +282%
KFS
1184
Kelly Financial Services
Massachusetts
$8.74K – – –
SL
1185
Savior LLC
Massachusetts
$8K – – –
TC
1186
Truvestments Capital
Florida
$8K – – –
ASBI
1187
American State Bank (Iowa)
Iowa
$7.34K +$6.16K +105 New
CFO
1188
CVA Family Office
Colorado
$7K – – –
IAS
1189
IMA Advisory Services
Colorado
$7K – – –
MFT
1190
Moisand Fitzgerald Tamayo
Florida
$7K – – –
PCTC
1191
Perkins Coie Trust Company
Washington
$7K – – –
IPW
1192
IronBridge Private Wealth
Texas
$7K +$5.75K +98 New
SWA
1193
SOA Wealth Advisors
New York
$7K +$5.87K +100 New
HS
1194
Horan Securities
United States
$6K -$1.53K -26 -24%
HI
1195
Human Investing
Oregon
$6K – – –
FWM
1196
ForthRight Wealth Management
Georgia
$6K +$5.17K +88 New
GEA
1197
Glen Eagle Advisors
New Jersey
$5.38K – – –
PAI
1198
Pittenger & Anderson Inc
Nebraska
$5K -$2.94K -50 -42%
BII
1199
Bainco International Investors
Massachusetts
$5K +$3.64K +62 New
AFG
1200
Albion Financial Group
Utah
$5K +$3.87K +66 New
46 47
48
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