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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1201
Lenox Wealth Management
Ohio
$93K +$22.8K +203 +32%
EFSCE
1202
Enterprise Financial Services Corp (EFSC)
Missouri
$90K – – –
HR
1203
Howe & Rusling
New York
$90K – – –
OFS
1204
Orrstown Financial Services
Pennsylvania
$90K – – –
TF
1205
Tompkins Financial
New York
$90K – – –
BDWM
1206
Brewin Dolphin Wealth Management
Ireland
$89.8K -$112K -1,000 -56%
OC
1207
Oakworth Capital
Alabama
$89K – – –
AIS
1208
Accurate Investment Solutions
Pennsylvania
$85K +$225 +2 +0.3%
1IA
1209
1834 Investment Advisors
Wisconsin
$84K -$22.5K -200 -21%
CCMW
1210
Cypress Capital Management (Wyoming)
Wyoming
$84K -$8.43K -75 -9%
JAM
1211
Jolley Asset Management
North Carolina
$84K -$2.81K -25 -3%
WB
1212
Webster Bank
Connecticut
$84K – – –
GEA
1213
Glen Eagle Advisors
New Jersey
$82.3K +$1.12K +10 +1%
ME
1214
McIlrath & Eck
Washington
$82K – – –
IAS
1215
IMA Advisory Services
Colorado
$82K +$81.6K +726 New
HMS
1216
Hanseatic Management Services
New Mexico
$79K +$78.9K +702 New
GI
1217
Gradient Investments
Minnesota
$77K -$10.6M -93,870 -99%
TFA
1218
Toth Financial Advisory
Virginia
$77K +$562 +5 +0.7%
TFS
1219
TrustCore Financial Services
Tennessee
$76K +$112 +1 +0.1%
KJWM
1220
Kiley Juergens Wealth Management
Washington
$72K +$72.8K +648 New
RFWA
1221
RPg Family Wealth Advisory
Massachusetts
$70.1K -$3.21M -28,531 -98%
EWM
1222
Endurance Wealth Management
Rhode Island
$70K – – –
FFC
1223
First Financial Corp
Indiana
$69K – – –
CAC
1224
Certified Advisory Corp
Florida
$69K +$225 +2 +0.3%
CA
1225
Crewe Advisors
Utah
$68K +$25.5K +227 +60%
47 48
49
50 51