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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1226
Mark Sheptoff Financial Planning
Connecticut
$110K – – –
RFA
1227
Reilly Financial Advisors
California
$108K – – –
CAL
1228
Capital Advisors Ltd
Ohio
$106K +$65.9K +570 +152%
ONST
1229
Old North State Trust
North Carolina
$106K +$108K +938 New
AWM
1230
Aevitas Wealth Management
Massachusetts
$104K -$1.16K -10 -1%
FIB
1231
First Interstate Bank
Montana
$104K – – –
LWCFA
1232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K – – –
SA
1233
SRH Advisors
Kansas
$102K – – –
PWAG
1234
Polaris Wealth Advisory Group
California
$96K +$98.3K +850 New
KJWM
1235
Kiley Juergens Wealth Management
Washington
$92K +$20.2K +175 +27%
BDWM
1236
Brewin Dolphin Wealth Management
Ireland
$90.2K – – –
EFSCE
1237
Enterprise Financial Services Corp (EFSC)
Missouri
$90K – – –
TF
1238
Tompkins Financial
New York
$90K – – –
ME
1239
McIlrath & Eck
Washington
$90K +$7.75K +67 +9%
KF
1240
Krilogy Financial
Missouri
$88K +$90.1K +779 New
AIS
1241
Accurate Investment Solutions
Pennsylvania
$86K +$231 +2 +0.3%
ICM
1242
IMS Capital Management
Oregon
$86K +$87.7K +759 New
1IA
1243
1834 Investment Advisors
Wisconsin
$85K – – –
CCMW
1244
Cypress Capital Management (Wyoming)
Wyoming
$85K – – –
TFS
1245
TrustCore Financial Services
Tennessee
$85K +$9.48K +82 +12%
OC
1246
Oakworth Capital
Alabama
$82K -$7.51K -65 -8%
IAS
1247
IMA Advisory Services
Colorado
$81K -$1.16K -10 -1%
HMS
1248
Hanseatic Management Services
New Mexico
$77K -$1.73K -15 -2%
TFA
1249
Toth Financial Advisory
Virginia
$77K +$578 +5 +0.7%
GEA
1250
Glen Eagle Advisors
New Jersey
$74.4K -$8.44K -73 -10%
48 49
50
51 52