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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1301
Watermark Asset Management
California
$22K – – –
WCM
1302
Wealthcare Capital Management
Virginia
$22K – – –
HCM
1303
Highlander Capital Management
New Jersey
$21K – – –
LYV
1304
Live Your Vision
Pennsylvania
$21K +$225 +2 +1%
BCM
1305
Blume Capital Management
California
$20K -$2.14K -19 -10%
EWM
1306
Edge Wealth Management
New York
$20K +$112 +1 +0.6%
VIA
1307
Vantage Investment Advisors
Pennsylvania
$19K -$135K -1,200 -88%
NCM
1308
New Capital Management
Texas
$18K -$11.1K -99 -38%
MWM
1309
MinichMacGregor Wealth Management
New York
$18K – – –
TCM
1310
TD Capital Management
Tennessee
$18K – – –
KL
1311
KWMG LLC
Kansas
$18K +$18.3K +163 New
SCA
1312
Stuart Chaussee & Associates
California
$18K +$18.3K +163 New
CAL
1313
Capital Analysts LLC
Pennsylvania
$17K – – –
CIM
1314
Contravisory Investment Management
Massachusetts
$17K – – –
FMB
1315
Field & Main Bank
Kentucky
$15K – – –
PCA
1316
Peddock Capital Advisors
Massachusetts
$15K – – –
APSP
1317
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
CWM
1318
Cranbrook Wealth Management
Michigan
$14K – – –
OBWP
1319
O'Brien Wealth Partners
Massachusetts
$14K – – –
THWM
1320
Taylor Hoffman Wealth Management
Virginia
$14K – – –
JA
1321
JOYN Advisors
Georgia
$14K +$8.66K +77 +164%
CAGAS
1322
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
FEG
1323
Financial Enhancement Group
Indiana
$13K – – –
BWA
1324
Burt Wealth Advisors
Maryland
$12K – – –
MBT
1325
Monroe Bank & Trust
Michigan
$11K – – –
51 52
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54 55