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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1226
Holistic Financial Partners
Indiana
$16K -$6.23K -64 -28%
CTB
1227
Country Trust Bank
Illinois
$16K – – –
MWM
1228
MinichMacGregor Wealth Management
New York
$16K – – –
OCM
1229
Oakview Capital Management
Texas
$16K +$16.3K +167 New
LFA
1230
Legacy Financial Advisors
Kentucky
$15K – – –
TCM
1231
TD Capital Management
Tennessee
$15K – – –
CAL
1232
Capital Analysts LLC
Pennsylvania
$14K – – –
CIM
1233
Contravisory Investment Management
Massachusetts
$14K – – –
MFBTD
1234
MB Financial Bank - Trust Department
Illinois
$14K – – –
PCA
1235
Peddock Capital Advisors
Massachusetts
$13K – – –
LWA
1236
Lenox Wealth Advisors
New York
$13K +$8.08K +83 +166%
APSP
1237
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K – – –
CWM
1238
Cranbrook Wealth Management
Michigan
$12K – – –
FMB
1239
Field & Main Bank
Kentucky
$12K – – –
JWA
1240
JFS Wealth Advisors
Pennsylvania
$12K – – –
THWM
1241
Taylor Hoffman Wealth Management
Virginia
$12K – – –
GGI
1242
Godsey & Gibb Inc
Virginia
$12K +$11.9K +122 New
OBWP
1243
O'Brien Wealth Partners
Massachusetts
$12K +$12.2K +125 New
CAGAS
1244
Capital Advisory Group Advisory Services
Minnesota
$11K +$11.4K +117 New
FEG
1245
Financial Enhancement Group
Indiana
$11K +$11.6K +119 New
PW
1246
Price Wealth
Texas
$10K -$10.4K -107 -50%
BWA
1247
Burt Wealth Advisors
Maryland
$10K – – –
MBT
1248
Monroe Bank & Trust
Michigan
$10K – – –
PCTC
1249
Perkins Coie Trust Company
Washington
$10K – – –
SIS
1250
Sound Income Strategies
Florida
$10K – – –
48 49
50
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