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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86K -$1.44K -16 -2%
CL
1202
CSS LLC
Illinois
$86K +$82.3K +917 New
MA
1203
MCF Advisors
Kentucky
$85K – – –
SA
1204
SRH Advisors
Kansas
$85K – – –
WCG
1205
Weaver Consulting Group
California
$85K – – –
OC
1206
Oakworth Capital
Alabama
$84K +$18.8K +209 +30%
WB
1207
Webster Bank
Connecticut
$84K +$31.4K +350 +64%
TFS
1208
TrustCore Financial Services
Tennessee
$83K +$808 +9 +1%
VCM
1209
Versant Capital Management
Arizona
$79K -$23.7K -264 -24%
LFASL
1210
Lugano Financial Advisors SA (LFA)
Switzerland
$76K +$73.2K +816 New
JWM
1211
Janiczek Wealth Management
Colorado
$75K -$72K -803 -50%
BDWM
1212
Brewin Dolphin Wealth Management
Ireland
$74.8K – – –
FPB
1213
First PREMIER Bank
South Dakota
$74K -$28K -312 -28%
AIS
1214
Accurate Investment Solutions
Pennsylvania
$72K +$359 +4 +0.5%
TRCT
1215
Tower Research Capital (TRC)
New York
$71K -$1.02M -11,383 -94%
CAL
1216
Capital Advisors Ltd
Ohio
$71K -$16.7K -186 -20%
HR
1217
Howe & Rusling
New York
$71K +$2.06K +23 +3%
FANJ
1218
Financial Architects (New Jersey)
New Jersey
$70K -$73.8K -823 -52%
CCMW
1219
Cypress Capital Management (Wyoming)
Wyoming
$70K – – –
JFA
1220
JNBA Financial Advisors
Minnesota
$70K – – –
CAC
1221
Certified Advisory Corp
Florida
$69K +$9.87K +110 +18%
PFO
1222
Pathstone Family Office
New Jersey
$69K +$36.2K +403 +122%
IAS
1223
IMA Advisory Services
Colorado
$67K – – –
TFA
1224
Toth Financial Advisory
Virginia
$66K +$718 +8 +1%
BCA
1225
Berman Capital Advisors
Georgia
$66K +$25K +279 +64%
47 48
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