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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1226
Tortoise Investment Management
New York
$65K – – –
FIB
1227
First Interstate Bank
Montana
$64K – – –
CWA
1228
Clarus Wealth Advisors
Arizona
$62K -$88.3K -984 -60%
ME
1229
McIlrath & Eck
Washington
$62K – – –
AF
1230
Allworth Financial
California
$59K +$8.61K +96 +18%
BWA
1231
BDO Wealth Advisors
Florida
$58K – – –
CB
1232
CNB Bank
Pennsylvania
$56K – – –
O
1233
Ossiam
France
$56K – – –
MCM
1234
MV Capital Management
Maryland
$56K +$1.44K +16 +3%
FCA
1235
FinTrust Capital Advisors
South Carolina
$56K +$18.6K +207 +53%
GAM
1236
Griffin Asset Management
New York
$56K +$53.3K +594 New
GSWM
1237
Golden State Wealth Management
California
$55K -$5.29K -59 -9%
FFC
1238
First Financial Corp
Indiana
$54K – – –
GEA
1239
Glen Eagle Advisors
New Jersey
$52.4K -$8.97K -100 -15%
DOA
1240
D'Orazio & Associates
Virginia
$50K -$1.61K -18 -3%
EWM
1241
Endurance Wealth Management
Rhode Island
$49K -$8.97K -100 -16%
TC
1242
Truvestments Capital
Florida
$48K – – –
BAMG
1243
Brand Asset Management Group
Missouri
$46K – – –
AIM
1244
Advantage Investment Management
Iowa
$46K +$3.77K +42 +9%
TW
1245
Towerpoint Wealth
California
$46K +$1.5M +16,736 New
GWS
1246
Glassman Wealth Services
Virginia
$45K +$897 +10 +2%
AWMS
1247
Advocacy Wealth Management Services
Georgia
$44K – – –
ACS
1248
Archford Capital Strategies
Illinois
$44K – – –
TI
1249
Truehand Inc
New Hampshire
$43K – – –
AIL
1250
AGF Investments LLC
Ontario, Canada
$43K +$9.6K +107 +30%
48 49
50
51 52