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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1201
Tompkins Financial
New York
$69K – – –
BDWM
1202
Brewin Dolphin Wealth Management
Ireland
$68.9K – – –
CCMW
1203
Cypress Capital Management (Wyoming)
Wyoming
$68K +$3.32K +34 +5%
AIS
1204
Accurate Investment Solutions
Pennsylvania
$66K +$293 +3 +0.4%
JFA
1205
JNBA Financial Advisors
Minnesota
$65K -$3.5M -35,847 -98%
1IA
1206
1834 Investment Advisors
Wisconsin
$65K – – –
JA
1207
JOYN Advisors
Georgia
$65K +$56.5K +578 +319%
LWM
1208
Liberty Wealth Management
California
$63K +$71.9K +736 New
IAS
1209
IMA Advisory Services
Colorado
$62K – – –
OC
1210
Oakworth Capital
Alabama
$60K -$4.2K -43 -6%
TFA
1211
Toth Financial Advisory
Virginia
$60K +$489 +5 +0.7%
CIAS
1212
Capital Investment Advisory Services
North Carolina
$57K +$64.3K +658 New
GEA
1213
Glen Eagle Advisors
New Jersey
$56.9K – – –
EWM
1214
Endurance Wealth Management
Rhode Island
$54K – – –
BWA
1215
BDO Wealth Advisors
Florida
$54K +$11.7K +120 +24%
MOS
1216
MGO One Seven
Ohio
$54K +$62.3K +638 New
CAC
1217
Certified Advisory Corp
Florida
$53K +$195 +2 +0.3%
ME
1218
McIlrath & Eck
Washington
$52K -$19.4K -199 -25%
CB
1219
CNB Bank
Pennsylvania
$52K – – –
TIM
1220
Tortoise Investment Management
New York
$52K – – –
LFA
1221
Legacy Financial Advisors
Kentucky
$51K +$14.3K +146 +32%
FFC
1222
First Financial Corp
Indiana
$50K – – –
AP
1223
Atwood & Palmer
Missouri
$49K – – –
PO
1224
Private Ocean
California
$48K – – –
WB
1225
Webster Bank
Connecticut
$47K – – –
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