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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1201
TrustCore Financial Services
Tennessee
$83K +$808 +9 +1%
VCM
1202
Versant Capital Management
Arizona
$79K -$23.7K -264 -24%
LFASL
1203
Lugano Financial Advisors SA (LFA)
Switzerland
$76K +$73.2K +816 New
JWM
1204
Janiczek Wealth Management
Colorado
$75K -$72K -803 -50%
BDWM
1205
Brewin Dolphin Wealth Management
Ireland
$74.8K – – –
FPB
1206
First PREMIER Bank
South Dakota
$74K -$28K -312 -28%
AIS
1207
Accurate Investment Solutions
Pennsylvania
$72K +$359 +4 +0.5%
TRCT
1208
Tower Research Capital (TRC)
New York
$71K -$1.02M -11,383 -94%
CAL
1209
Capital Advisors Ltd
Ohio
$71K -$16.7K -186 -20%
HR
1210
Howe & Rusling
New York
$71K +$2.06K +23 +3%
FANJ
1211
Financial Architects (New Jersey)
New Jersey
$70K -$73.8K -823 -52%
CCMW
1212
Cypress Capital Management (Wyoming)
Wyoming
$70K – – –
JFA
1213
JNBA Financial Advisors
Minnesota
$70K – – –
CAC
1214
Certified Advisory Corp
Florida
$69K +$9.87K +110 +18%
PFO
1215
Pathstone Family Office
New Jersey
$69K +$36.2K +403 +122%
IAS
1216
IMA Advisory Services
Colorado
$67K – – –
TFA
1217
Toth Financial Advisory
Virginia
$66K +$718 +8 +1%
BCA
1218
Berman Capital Advisors
Georgia
$66K +$25K +279 +64%
TIM
1219
Tortoise Investment Management
New York
$65K – – –
FIB
1220
First Interstate Bank
Montana
$64K – – –
CWA
1221
Clarus Wealth Advisors
Arizona
$62K -$88.3K -984 -60%
ME
1222
McIlrath & Eck
Washington
$62K – – –
AF
1223
Allworth Financial
California
$59K +$8.61K +96 +18%
BWA
1224
BDO Wealth Advisors
Florida
$58K – – –
CB
1225
CNB Bank
Pennsylvania
$56K – – –
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