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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1226
Global Retirement Partners
California
$114K +$99.4K +1,181 New
SN
1227
Sittner & Nelson
Oregon
$113K – – –
FFA
1228
Freedman Financial Associates
Massachusetts
$111K – – –
JWM
1229
Janiczek Wealth Management
Colorado
$110K +$5.89K +70 +6%
SOW
1230
State of Wyoming
Wyoming
$110K +$25.7K +305 +32%
JFGIW
1231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K -$28.2K -335 -21%
CWC
1232
Carolinas Wealth Consulting
North Carolina
$108K -$16.2K -192 -13%
BFC
1233
Bedel Financial Consulting
Indiana
$108K +$1.51K +18 +1%
ETI
1234
Enterprise Trust & Investment
California
$104K – – –
NFSG
1235
Newbridge Financial Services Group
Florida
$103K +$2.36K +28 +2%
FMP
1236
Financial Management Professionals
Texas
$102K +$3.2K +38 +3%
QC
1237
Quent Capital
New York
$101K -$10.3K -122 -9%
MFC
1238
Mechanics Financial Corp
Ohio
$99K – – –
DWP
1239
Destiny Wealth Partners
Florida
$99K +$1.51K +18 +2%
HFS
1240
Hantz Financial Services
Michigan
$98K +$84 +1 +0.1%
SFG
1241
Steward Financial Group
Texas
$97K -$168 -2 -0.2%
FHA
1242
First Horizon Advisors
Tennessee
$90K -$15.1K -179 -15%
SFFS
1243
Stonehage Fleming Financial Services
Jersey
$89K – – –
BWA
1244
BDO Wealth Advisors
Florida
$86K – – –
TIM
1245
Tevis Investment Management
Texas
$86K – – –
GAM
1246
Gemmer Asset Management
California
$85K – – –
GFPC
1247
Global Financial Private Client
Florida
$84.8K – – –
GTAM
1248
Global Trust Asset Management
Florida
$83K – – –
TC
1249
Trust Company
Kansas
$82K – – –
HNWAG
1250
High Net Worth Advisory Group
Florida
$81K +$84 +1 +0.1%
48 49
50
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