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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1251
Pacific Center for Financial Services
California
$10K +$9.51K +100 New
PCA
1252
Providence Capital Advisors
North Carolina
$10K +$9.51K +100 New
SIS
1253
Sound Income Strategies
Florida
$10K +$10.1K +106 New
SP
1254
SWS Partners
Ohio
$9K +$8.75K +92 New
CFD
1255
Creative Financial Designs
Indiana
$7K -$85.6K -900 -93%
NIM
1256
NuWave Investment Management
New Jersey
$7K +$5.89K +62 New
IF
1257
Ironwood Financial
Arizona
$6K – – –
RAM
1258
Riggs Asset Management
Pennsylvania
$6K +$5.7K +60 New
AWA
1259
Acorn Wealth Advisors
Michigan
$6K +$5.89K +62 New
SWMG
1260
Signature Wealth Management Group
Georgia
$6K +$5.99K +63 New
CAM
1261
CenterStar Asset Management
Illinois
$5K – – –
PSC
1262
Prentiss Smith & Co
Vermont
$5K – – –
LWA
1263
Lenox Wealth Advisors
New York
$5K +$4.75K +50 New
RCG
1264
Ruggie Capital Group
Florida
$5K +$4.85K +51 New
BWL
1265
Bogart Wealth LLC
Virginia
$4K – – –
SIAS
1266
Shine Investment Advisory Services
Colorado
$4K – – –
MPPLM
1267
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K +$3.42K +36 New
WWM
1268
Willingdon Wealth Management
North Carolina
$3K -$3.71K -39 -54%
CPA
1269
Clear Perspective Advisors
Illinois
$3K – – –
HCM
1270
Horrell Capital Management
Arkansas
$3K – – –
OFW
1271
Omnia Family Wealth
Florida
$3K – – –
TWMP
1272
Taylor Wealth Management Partners
Massachusetts
$3K – – –
SC
1273
Sawyer & Company
Massachusetts
$3K +$2.95K +31 New
AIM
1274
Advantage Investment Management
Iowa
$2K – – –
WAS
1275
Winch Advisory Services
Wisconsin
$2K +$95 +1 +5%
49 50
51
52 53