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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1226
Bellevue Asset Management
Washington
$12K – – –
LIM
1227
Lagoda Investment Management
New York
$12K – – –
SFPG
1228
Stonebridge Financial Planning Group
Florida
$12K – – –
LS
1229
Leelyn Smith
Illinois
$12K +$71 +1 +0.6%
HWA
1230
Heritage Wealth Advisors
Virginia
$11.7K -$7.15K -101 -38%
TIM
1231
Tortoise Investment Management
New York
$11K -$7.08K -100 -40%
CDIA
1232
Capital Directions Investment Advisors
Georgia
$11K – – –
GWMIA
1233
Global Wealth Management Investment Advisory
Florida
$11K – – –
BEI
1234
Benjamin Edwards Inc
Missouri
$10K -$14.9K -211 -61%
LFG
1235
Larson Financial Group
Missouri
$10K – – –
HS
1236
Horan Securities
United States
$10K +$5.31K +75 +110%
KPCM
1237
Kings Point Capital Management
New York
$10K +$9.91K +140 New
RIM
1238
Rockbridge Investment Management
New York
$10K +$10.1K +142 New
SIAS
1239
Shine Investment Advisory Services
Colorado
$9K – – –
IF
1240
Ironwood Financial
Arizona
$9K +$7.08K +100 +333%
NG
1241
NWK Group
California
$9K +$8.64K +122 New
KFS
1242
Kelly Financial Services
Massachusetts
$8.99K – – –
RBC
1243
Roble Belko & Company
Pennsylvania
$8K – – –
SL
1244
Savior LLC
Massachusetts
$8K – – –
TC
1245
Truvestments Capital
Florida
$8K – – –
PCTC
1246
Perkins Coie Trust Company
Washington
$7K -$779 -11 -10%
CTB
1247
Country Trust Bank
Illinois
$7K – – –
CFO
1248
CVA Family Office
Colorado
$7K – – –
MFT
1249
Moisand Fitzgerald Tamayo
Florida
$7K +$7.08K +100 New
FP
1250
Financial Perspectives
Minnesota
$4.53K – – –
48 49
50
51 52