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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1276
Glassman Wealth Services
Virginia
$52K +$3.52K +38 +6%
FPS
1277
Fieldpoint Private Securities
Connecticut
$50K -$110K -1,192 -66%
SSC
1278
Syverson Strege & Co
Iowa
$50K – – –
FCB
1279
First Command Bank
Texas
$48K – – –
FCFS
1280
First Command Financial Services
Texas
$48K – – –
RTC
1281
Riverview Trust Company
Washington
$48K – – –
BMD
1282
Better Money Decisions
New Mexico
$48K +$54K +584 New
CAL
1283
Capital Advisors Ltd
Ohio
$47K – – –
SAM
1284
Shell Asset Management
Netherlands
$46K -$23.2K -251 -31%
CFD
1285
Creative Financial Designs
Indiana
$46K – – –
AAP
1286
Arax Advisory Partners
Colorado
$46K +$3.79K +41 +8%
PFBT
1287
Parkside Financial Bank & Trust
Missouri
$45K -$17.9K -193 -26%
TF
1288
TimeScale Financial
Massachusetts
$45K -$4.16K -45 -8%
SC
1289
Sierra Capital
Florida
$44K -$93 -1 -0.2%
TSWM
1290
Tyler-Stone Wealth Management
Ohio
$44K – – –
BWM
1291
Baystate Wealth Management
Massachusetts
$44K +$370 +4 +0.8%
EWM
1292
Endurance Wealth Management
Rhode Island
$43K – – –
TFA
1293
Transamerica Financial Advisors
Florida
$43K +$48.2K +521 New
CFO
1294
CVA Family Office
Colorado
$42K -$6.01K -65 -11%
MCM
1295
MV Capital Management
Maryland
$42K +$740 +8 +2%
SC
1296
Siena Capital
Ohio
$41K – – –
CWM
1297
Curi Wealth Management
North Carolina
$41K +$6.48K +70 +16%
CWM
1298
Castle Wealth Management
Florida
$40K +$45.6K +493 New
AIC
1299
Archer Investment Corporation
Indiana
$39.3K – – –
PCG
1300
Private Capital Group
Connecticut
$39K -$925 -10 -2%
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