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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1201
SRH Advisors
Kansas
$102K – – –
JFA
1202
JNBA Financial Advisors
Minnesota
$96K – – –
LWM
1203
Lenox Wealth Management
Ohio
$93K +$22.8K +203 +32%
EFSCE
1204
Enterprise Financial Services Corp (EFSC)
Missouri
$90K – – –
HR
1205
Howe & Rusling
New York
$90K – – –
OFS
1206
Orrstown Financial Services
Pennsylvania
$90K – – –
TF
1207
Tompkins Financial
New York
$90K – – –
BDWM
1208
Brewin Dolphin Wealth Management
Ireland
$89.8K -$112K -1,000 -56%
OC
1209
Oakworth Capital
Alabama
$89K – – –
AIS
1210
Accurate Investment Solutions
Pennsylvania
$85K +$225 +2 +0.3%
1IA
1211
1834 Investment Advisors
Wisconsin
$84K -$22.5K -200 -21%
CCMW
1212
Cypress Capital Management (Wyoming)
Wyoming
$84K -$8.43K -75 -9%
JAM
1213
Jolley Asset Management
North Carolina
$84K -$2.81K -25 -3%
WB
1214
Webster Bank
Connecticut
$84K – – –
GEA
1215
Glen Eagle Advisors
New Jersey
$82.3K +$1.12K +10 +1%
ME
1216
McIlrath & Eck
Washington
$82K – – –
IAS
1217
IMA Advisory Services
Colorado
$82K +$81.6K +726 New
HMS
1218
Hanseatic Management Services
New Mexico
$79K +$78.9K +702 New
GI
1219
Gradient Investments
Minnesota
$77K -$10.6M -93,870 -99%
TFA
1220
Toth Financial Advisory
Virginia
$77K +$562 +5 +0.7%
TFS
1221
TrustCore Financial Services
Tennessee
$76K +$112 +1 +0.1%
AIL
1222
AGF Investments LLC
Ontario, Canada
$74K -$450 -4 -0.6%
KJWM
1223
Kiley Juergens Wealth Management
Washington
$72K +$72.8K +648 New
RFWA
1224
RPg Family Wealth Advisory
Massachusetts
$70.1K -$3.21M -28,531 -98%
EWM
1225
Endurance Wealth Management
Rhode Island
$70K – – –
47 48
49
50 51