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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1201
Clarus Wealth Advisors
Arizona
$158K +$22.8K +197 +16%
RWA
1202
Ropes Wealth Advisors
Massachusetts
$156K +$92.5K +800 +137%
FPFS
1203
First Personal Financial Services
North Carolina
$153K -$21.8K -189 -12%
SIAP
1204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$153K – – –
DBT
1205
Dubuque Bank & Trust
Iowa
$140K -$1.39K -12 -1%
WWM
1206
Willingdon Wealth Management
North Carolina
$139K +$142K +1,232 New
CCM
1207
Cribstone Capital Management
Maine
$138K – – –
HI
1208
Hudock Inc
Pennsylvania
$137K -$15.1K -131 -10%
GLI
1209
Guardian Life Insurance
New York
$136K +$5.09K +44 +4%
TA
1210
Townsend & Associates
Colorado
$136K +$15.1K +131 +12%
FANJ
1211
Financial Architects (New Jersey)
New Jersey
$134K -$14.9K -129 -10%
SLF
1212
Sun Life Financial
Ontario, Canada
$132K -$204K -1,764 -60%
HR
1213
Howe & Rusling
New York
$129K +$40.2K +348 +44%
SMFS
1214
Squar Milner Financial Services
California
$127K -$115K -999 -47%
GAM
1215
Gemmer Asset Management
California
$127K -$4.51K -39 -3%
POIA
1216
Pin Oak Investment Advisors
Texas
$124K – – –
MA
1217
MCF Advisors
Kentucky
$120K – – –
LWM
1218
Lenox Wealth Management
Ohio
$120K +$27.1K +234 +28%
JCM
1219
Jacobi Capital Management
Pennsylvania
$118K +$231 +2 +0.2%
CAW
1220
Cornerstone Advisors (Washington)
Washington
$115K -$30.3K -262 -20%
RP
1221
Rowlandmiller & Partners
Georgia
$113K – – –
KA
1222
Kaizen Advisory
Illinois
$113K – – –
OFW
1223
Omnia Family Wealth
Florida
$113K – – –
BEAM
1224
Baker Ellis Asset Management
Washington
$111K – – –
FL
1225
Fort LP
Maryland
$111K +$114K +988 New
47 48
49
50 51