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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1226
High Net Worth Advisory Group
Florida
$72K +$85 +1 +0.1%
JFGIW
1227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$44K -516 -41%
PMFA
1228
Plante Moran Financial Advisors
Michigan
$71K -$4.52K -53 -6%
ZB
1229
Zions Bancorporation
Utah
$70K – – –
TFS
1230
TrustCore Financial Services
Tennessee
$70K +$3.67K +43 +5%
MSFP
1231
Mark Sheptoff Financial Planning
Connecticut
$69K -$852 -10 -1%
OIA
1232
Optimum Investment Advisors
Illinois
$68K – – –
EIP
1233
Ellis Investment Partners
Pennsylvania
$67K -$3.58K -42 -5%
SCA
1234
Stonebridge Capital Advisors
Minnesota
$67K -$2.9K -34 -4%
SBL
1235
Sargent Bickham Lagudis
Colorado
$66K -$24.9K -292 -26%
VNA
1236
Valley National Advisers
Pennsylvania
$66K – – –
SC
1237
Schubert & Co
Texas
$66K +$28.7K +337 +71%
CSB
1238
City State Bank
Iowa
$65K +$4.77K +56 +8%
SWM
1239
Selective Wealth Management
Virginia
$64K -$13.6K -159 -17%
BCMLT
1240
Beacon Capital Management LLC (Tennessee)
Tennessee
$63K – – –
PSB
1241
Piscataqua Savings Bank
New Hampshire
$63K – – –
MTIC
1242
Missouri Trust & Investment Company
Missouri
$60K – – –
VCM
1243
Versant Capital Management
Arizona
$60K – – –
AAP
1244
Arax Advisory Partners
Colorado
$60K +$16.2K +190 +34%
AA
1245
Addison Advisors
Vermont
$57K – – –
VCM
1246
Vigilant Capital Management
Maine
$57K – – –
GWS
1247
Glassman Wealth Services
Virginia
$57K +$6.56K +77 +12%
GG
1248
Gleason Group
Kentucky
$56K +$597 +7 +1%
CIM
1249
Chiron Investment Management
New York
$56K +$58.9K +691 New
TFA
1250
Toth Financial Advisory
Virginia
$55K -$1.19K -14 -2%
48 49
50
51 52