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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Edge Wealth Management
New York
$17K +$95 +1 +0.6%
PFO
1227
Pathstone Family Office
New Jersey
$16K – – –
TCM
1228
TD Capital Management
Tennessee
$16K – – –
CAL
1229
Capital Analysts LLC
Pennsylvania
$15K – – –
SQA
1230
Simon Quick Advisors
New Jersey
$15K +$13.7K +144 New
MFBTD
1231
MB Financial Bank - Trust Department
Illinois
$15K +$13.9K +146 New
CIM
1232
Contravisory Investment Management
Massachusetts
$15K +$14.2K +149 New
LFA
1233
Legacy Financial Advisors
Kentucky
$15K +$14.6K +154 New
PCA
1234
Peddock Capital Advisors
Massachusetts
$14K – – –
JWA
1235
JFS Wealth Advisors
Pennsylvania
$13K -$4.28K -45 -26%
APSP
1236
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
CWM
1237
Cranbrook Wealth Management
Michigan
$13K – – –
THWM
1238
Taylor Hoffman Wealth Management
Virginia
$13K +$12K +126 New
WA
1239
Waverly Advisors
Alabama
$12K +$11.1K +117 New
FMB
1240
Field & Main Bank
Kentucky
$12K +$11.6K +122 New
SPI
1241
Santori & Peters Inc
Pennsylvania
$12K +$12.8K +135 New
BWA
1242
Burt Wealth Advisors
Maryland
$11K – – –
PCTC
1243
Perkins Coie Trust Company
Washington
$10K – – –
MBT
1244
Monroe Bank & Trust
Michigan
$10K +$9.51K +100 New
PCFFS
1245
Pacific Center for Financial Services
California
$10K +$9.51K +100 New
PCA
1246
Providence Capital Advisors
North Carolina
$10K +$9.51K +100 New
SIS
1247
Sound Income Strategies
Florida
$10K +$10.1K +106 New
SP
1248
SWS Partners
Ohio
$9K +$8.75K +92 New
CFD
1249
Creative Financial Designs
Indiana
$7K -$85.6K -900 -93%
NIM
1250
NuWave Investment Management
New Jersey
$7K +$5.89K +62 New
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