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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1226
BXM Wealth
Colorado
$272K – – –
MMG
1227
Monetary Management Group
Missouri
$272K – – –
FPW
1228
Flywheel Private Wealth
California
$271K – – –
GIM
1229
Goelzer Investment Management
Indiana
$271K -$5.6K -50 -2%
PFA
1230
Pure Financial Advisors
California
$271K +$30.6K +273 +14%
ACM
1231
Aljian Capital Management
Nevada
$270K -$5.15K -46 -2%
BWM
1232
BKM Wealth Management
Wisconsin
$269K +$784 +7 +0.3%
MYIA
1233
Mount Yale Investment Advisors
Colorado
$269K -$6.61K -59 -3%
RDWM
1234
Red Door Wealth Management
Tennessee
$269K +$6.27K +56 +3%
LWA
1235
Lantern Wealth Advisors
New York
$268K +$252K +2,247 New
MWPCG
1236
Measured Wealth Private Client Group
New Hampshire
$267K -$784 -7 -0.3%
FFBTD
1237
First Financial Bank - Trust Division
Ohio
$267K -$3.7K -33 -1%
SFI
1238
SPC Financial Inc
Maryland
$267K +$11.2K +100 +5%
NSAM
1239
North Star Asset Management
Wisconsin
$266K – – –
HVIA
1240
Hudson Valley Investment Advisors
New York
$265K – – –
TFA
1241
Teamwork Financial Advisors
Texas
$265K -$26.7K -238 -10%
VAS
1242
Vestmark Advisory Solutions
Massachusetts
$264K -$1.46M -13,006 -85%
PFGIA
1243
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$12.9K +115 +5%
CAGAS
1244
Capital Advisory Group Advisory Services
Minnesota
$263K -$2.35K -21 -0.9%
SAM
1245
Smartleaf Asset Management
Massachusetts
$262K -$128K -1,146 -34%
BFA
1246
Beaumont Financial Advisors
Massachusetts
$262K -$17K -152 -6%
AAP
1247
Arax Advisory Partners
Colorado
$262K +$28K +250 +17%
MIM
1248
Meixler Investment Management
Arizona
$262K +$246K +2,194 New
FBT
1249
First Bankers Trust
Kentucky
$262K – – –
TA
1250
TFG Advisers
Michigan
$261K -$13.4K -120 -5%
48 49
50
51 52