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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1301
Rational Advisors
New York
$15K -$17K -174 -50%
BCM
1302
Blume Capital Management
California
$15K – – –
EWM
1303
Edge Wealth Management
New York
$15K +$98 +1 +0.6%
LPWM
1304
Lake Point Wealth Management
Texas
$15K +$16.7K +171 New
NSG
1305
Nalls Sherbakoff Group
Tennessee
$15K +$17.1K +175 New
AIA
1306
Alera Investment Advisors
Illinois
$15K +$17.2K +176 New
NCM
1307
New Capital Management
Texas
$14K – – –
SCA
1308
Stuart Chaussee & Associates
California
$14K – – –
GWMIA
1309
Global Wealth Management Investment Advisory
Florida
$14K +$16.2K +166 New
FEG
1310
Financial Enhancement Group
Indiana
$13K – – –
TCM
1311
TD Capital Management
Tennessee
$13K – – –
CFA
1312
Clarfeld Financial Advisors
New York
$13K +$14.7K +150 New
KPCM
1313
Kings Point Capital Management
New York
$12K -$31.8K -325 -70%
LWA
1314
Lenox Wealth Advisors
New York
$12K – – –
WAS
1315
Winch Advisory Services
Wisconsin
$12K +$11.3K +116 +504%
AWMF
1316
Arbor Wealth Management (Florida)
Florida
$12K +$13.1K +134 New
LFG
1317
Larson Financial Group
Missouri
$12K +$13.2K +135 New
APSP
1318
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
HWA
1319
Heritage Wealth Advisors
Virginia
$11K – – –
THWM
1320
Taylor Hoffman Wealth Management
Virginia
$11K – – –
FTI
1321
Fiduciary Trust International
Massachusetts
$11K +$12.5K +128 New
UB
1322
UMB Bank
Missouri
$10.9K +$8.73M +89,339 +243%
CAGAS
1323
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
FAM
1324
Fred Alger Management
New York
$10K – – –
BWA
1325
Burt Wealth Advisors
Maryland
$9K – – –
51 52
53
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