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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1226
Highlander Capital Management
New Jersey
$19K – – –
LYV
1227
Live Your Vision
Pennsylvania
$19K – – –
AC
1228
Avestar Capital
New York
$19K +$19.9K +209 New
BL
1229
Balentine LLC
Georgia
$18K – – –
CTB
1230
Country Trust Bank
Illinois
$17K – – –
MWM
1231
MinichMacGregor Wealth Management
New York
$17K – – –
EWM
1232
Edge Wealth Management
New York
$17K +$95 +1 +0.6%
PFO
1233
Pathstone Family Office
New Jersey
$16K – – –
TCM
1234
TD Capital Management
Tennessee
$16K – – –
CAL
1235
Capital Analysts LLC
Pennsylvania
$15K – – –
SQA
1236
Simon Quick Advisors
New Jersey
$15K +$13.7K +144 New
MFBTD
1237
MB Financial Bank - Trust Department
Illinois
$15K +$13.9K +146 New
CIM
1238
Contravisory Investment Management
Massachusetts
$15K +$14.2K +149 New
LFA
1239
Legacy Financial Advisors
Kentucky
$15K +$14.6K +154 New
PCA
1240
Peddock Capital Advisors
Massachusetts
$14K – – –
JWA
1241
JFS Wealth Advisors
Pennsylvania
$13K -$4.28K -45 -26%
APSP
1242
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
CWM
1243
Cranbrook Wealth Management
Michigan
$13K – – –
THWM
1244
Taylor Hoffman Wealth Management
Virginia
$13K +$12K +126 New
WA
1245
Waverly Advisors
Alabama
$12K +$11.1K +117 New
FMB
1246
Field & Main Bank
Kentucky
$12K +$11.6K +122 New
SPI
1247
Santori & Peters Inc
Pennsylvania
$12K +$12.8K +135 New
BWA
1248
Burt Wealth Advisors
Maryland
$11K – – –
PCTC
1249
Perkins Coie Trust Company
Washington
$10K – – –
MBT
1250
Monroe Bank & Trust
Michigan
$10K +$9.51K +100 New
48 49
50
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