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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1226
Great Diamond Partners
Maine
$250K +$252K +2,247 New
KBFS
1227
Kohmann Bosshard Financial Services
Ohio
$249K – – –
CA
1228
Claro Advisors
Massachusetts
$249K +$16.9K +150 +7%
IP
1229
Investment Partners
Ohio
$248K +$1.69K +15 +0.7%
MWA
1230
Meridian Wealth Advisors
Texas
$247K – – –
OIA
1231
Optimum Investment Advisors
Illinois
$247K – – –
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$246K +$6.18K +55 +3%
IWA
1233
Intercontinental Wealth Advisors
Texas
$245K -$156K -1,393 -35%
MIA
1234
MainStreet Investment Advisors
Illinois
$243K -$1.8K -16 -0.7%
ACA
1235
Aptus Capital Advisors
Alabama
$243K – – –
VWM
1236
Vigilare Wealth Management
Arizona
$243K +$307K +2,735 New
DDC
1237
DF Dent & Co
Maryland
$242K – – –
EFSCE
1238
Enterprise Financial Services Corp (EFSC)
Missouri
$242K – – –
LWANC
1239
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K – – –
GVAG
1240
Great Valley Advisor Group
Delaware
$241K +$1.01K +9 +0.4%
BHTS
1241
Bar Harbor Trust Services
Maine
$241K +$243K +2,162 New
CG
1242
Cutler Group
California
$239K -$3.29M -29,284 -93%
TW
1243
Transform Wealth
Colorado
$239K -$337 -3 -0.1%
MCM
1244
Manchester Capital Management
Vermont
$236K -$607K -5,399 -72%
FNBSF
1245
First National Bank Sioux Falls
South Dakota
$236K +$238K +2,118 New
BCI
1246
Brinker Capital Investments
Pennsylvania
$235K -$1.35K -12 -0.6%
FWM
1247
Fairhaven Wealth Management
Illinois
$235K – – –
WFM
1248
Wolff Financial Management
Michigan
$235K – – –
CF
1249
Centaurus Financial
California
$235K +$6.07K +54 +3%
DI
1250
Diligent Investors
California
$234K -$11.2K -100 -5%
48 49
50
51 52