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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1226
Capital Advisors Ltd
Ohio
$90K – – –
ONST
1227
Old North State Trust
North Carolina
$89K – – –
LWCFA
1228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K +$1.52K +16 +2%
CAW
1229
Cornerstone Advisors (Washington)
Washington
$88K -$11.2K -118 -11%
FNB
1230
Farmers National Bank
Kentucky
$88K +$87.6K +922 New
SA
1231
SRH Advisors
Kansas
$87K – – –
MA
1232
MCF Advisors
Kentucky
$86K -$15K -158 -15%
TFS
1233
TrustCore Financial Services
Tennessee
$84K +$83.6K +880 New
WCM
1234
WealthBridge Capital Management
Ohio
$82K -$1.43K -15 -2%
AWM
1235
Aevitas Wealth Management
Massachusetts
$78K – – –
WCG
1236
Weaver Consulting Group
California
$78K +$86.6K +911 New
BDWM
1237
Brewin Dolphin Wealth Management
Ireland
$76.1K – – –
CIAS
1238
Capital Investment Advisory Services
North Carolina
$76K +$13.1K +138 +21%
AIS
1239
Accurate Investment Solutions
Pennsylvania
$73K +$285 +3 +0.4%
JFA
1240
JNBA Financial Advisors
Minnesota
$72K – – –
KPW
1241
Kore Private Wealth
New York
$71K -$102K -1,076 -59%
CCMW
1242
Cypress Capital Management (Wyoming)
Wyoming
$71K -$3.23K -34 -4%
HR
1243
Howe & Rusling
New York
$70K -$24.4K -257 -26%
QCIG
1244
Quad-Cities Investment Group
Iowa
$69K -$96.6K -1,016 -58%
SLF
1245
Sun Life Financial
Ontario, Canada
$68K -$43.4K -457 -39%
IAS
1246
IMA Advisory Services
Colorado
$68K – – –
TA
1247
Thor Advisors
New York
$67K +$67K +705 New
OC
1248
Oakworth Capital
Alabama
$66K – – –
TFA
1249
Toth Financial Advisory
Virginia
$66K +$570 +6 +0.9%
TIM
1250
Tortoise Investment Management
New York
$66K +$9.51K +100 +17%
48 49
50
51 52