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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1276
Castle Wealth Management
Florida
$40K – – –
AIC
1277
Archer Investment Corporation
Indiana
$38.7K – – –
POIA
1278
Pin Oak Investment Advisors
Texas
$38K – – –
AIM
1279
Achmea Investment Management
Netherlands
$37K – – –
TVWM
1280
Tower View Wealth Management
Wisconsin
$37K +$426 +5 +1%
KFI
1281
Key Financial Inc
Pennsylvania
$36K +$2.56K +30 +7%
DWMG
1282
DB Wealth Management Group
California
$35K – – –
FCA
1283
FinTrust Capital Advisors
South Carolina
$35K +$256 +3 +0.8%
OC
1284
Oakworth Capital
Alabama
$34K – – –
SC
1285
Sierra Capital
Florida
$33K -$10.5K -123 -23%
WAM
1286
Worth Asset Management
Texas
$33K +$5.03K +59 +17%
SWM
1287
Stapp Wealth Management
Washington
$33K +$35K +411 New
PP
1288
PrairieView Partners
Minnesota
$32K -$6.39K -75 -16%
AWM
1289
Accel Wealth Management
Iowa
$32K – – –
EA
1290
Evolution Advisers
Virginia
$31K – – –
FSWA
1291
Financial Synergies Wealth Advisors
Texas
$30.5K +$29.8K +350 +1,250%
FPB
1292
First PREMIER Bank
South Dakota
$30K -$5.03K -59 -14%
CAC
1293
Core Alternative Capital
Georgia
$30K +$21.4K +251 +218%
SC
1294
Siena Capital
Ohio
$29K -$12.8K -150 -30%
NF
1295
Norwood Financial
Pennsylvania
$29K – – –
FCB
1296
First Command Bank
Texas
$28K -$20.8K -244 -41%
FCFS
1297
First Command Financial Services
Texas
$28K -$20.8K -244 -41%
HS
1298
Horan Securities
United States
$28K +$20.3K +238 +211%
PI
1299
PFS Investments
Georgia
$27.7K +$3.43M +40,237 +13%
BA
1300
Bellwether Advisors
Nebraska
$27K +$852 +10 +3%
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