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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1226
TrustCore Financial Services
Tennessee
$84K +$83.6K +880 New
WCM
1227
WealthBridge Capital Management
Ohio
$82K -$1.43K -15 -2%
AWM
1228
Aevitas Wealth Management
Massachusetts
$78K – – –
WCG
1229
Weaver Consulting Group
California
$78K +$86.6K +911 New
BDWM
1230
Brewin Dolphin Wealth Management
Ireland
$76.1K – – –
CIAS
1231
Capital Investment Advisory Services
North Carolina
$76K +$13.1K +138 +21%
AIS
1232
Accurate Investment Solutions
Pennsylvania
$73K +$285 +3 +0.4%
JFA
1233
JNBA Financial Advisors
Minnesota
$72K – – –
KPW
1234
Kore Private Wealth
New York
$71K -$102K -1,076 -59%
CCMW
1235
Cypress Capital Management (Wyoming)
Wyoming
$71K -$3.23K -34 -4%
HR
1236
Howe & Rusling
New York
$70K -$24.4K -257 -26%
QCIG
1237
Quad-Cities Investment Group
Iowa
$69K -$96.6K -1,016 -58%
SLF
1238
Sun Life Financial
Ontario, Canada
$68K -$43.4K -457 -39%
IAS
1239
IMA Advisory Services
Colorado
$68K – – –
TA
1240
Thor Advisors
New York
$67K +$67K +705 New
OC
1241
Oakworth Capital
Alabama
$66K – – –
TFA
1242
Toth Financial Advisory
Virginia
$66K +$570 +6 +0.9%
TIM
1243
Tortoise Investment Management
New York
$66K +$9.51K +100 +17%
FIB
1244
First Interstate Bank
Montana
$65K -$51.5K -542 -44%
DBT
1245
Dubuque Bank & Trust
Iowa
$64K -$53.4K -562 -45%
LFA
1246
Legacy Financial Advisors
Kentucky
$64K +$7.13K +75 +13%
GEA
1247
Glen Eagle Advisors
New Jersey
$62.8K – – –
ME
1248
McIlrath & Eck
Washington
$62K +$4.85K +51 +9%
GSWM
1249
Golden State Wealth Management
California
$62K +$62.4K +656 New
RIA
1250
RPG Investment Advisory
California
$61K +$42K +442 +221%
48 49
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51 52