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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
Claro Advisors
Massachusetts
$249K +$16.9K +150 +7%
IP
1227
Investment Partners
Ohio
$248K +$1.69K +15 +0.7%
MWA
1228
Meridian Wealth Advisors
Texas
$247K – – –
OIA
1229
Optimum Investment Advisors
Illinois
$247K – – –
PFBT
1230
Parkside Financial Bank & Trust
Missouri
$246K +$6.18K +55 +3%
IWA
1231
Intercontinental Wealth Advisors
Texas
$245K -$156K -1,393 -35%
MIA
1232
MainStreet Investment Advisors
Illinois
$243K -$1.8K -16 -0.7%
ACA
1233
Aptus Capital Advisors
Alabama
$243K – – –
VWM
1234
Vigilare Wealth Management
Arizona
$243K +$307K +2,735 New
DDC
1235
DF Dent & Co
Maryland
$242K – – –
EFSCE
1236
Enterprise Financial Services Corp (EFSC)
Missouri
$242K – – –
LWANC
1237
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K – – –
GVAG
1238
Great Valley Advisor Group
Delaware
$241K +$1.01K +9 +0.4%
BHTS
1239
Bar Harbor Trust Services
Maine
$241K +$243K +2,162 New
CG
1240
Cutler Group
California
$239K -$3.29M -29,284 -93%
TW
1241
Transform Wealth
Colorado
$239K -$337 -3 -0.1%
MCM
1242
Manchester Capital Management
Vermont
$236K -$607K -5,399 -72%
FNBSF
1243
First National Bank Sioux Falls
South Dakota
$236K +$238K +2,118 New
BCI
1244
Brinker Capital Investments
Pennsylvania
$235K -$1.35K -12 -0.6%
FWM
1245
Fairhaven Wealth Management
Illinois
$235K – – –
WFM
1246
Wolff Financial Management
Michigan
$235K – – –
CF
1247
Centaurus Financial
California
$235K +$6.07K +54 +3%
DI
1248
Diligent Investors
California
$234K -$11.2K -100 -5%
PWW
1249
Pettyjohn Wood & White
Virginia
$233K -$12K -107 -5%
GCAC
1250
Guardian Capital Advisors (Canada)
Ontario, Canada
$233K – – –
48 49
50
51 52