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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1301
Clearstead Trust
Maine
$31K – – –
JGIA
1302
Jackson Grant Investment Advisers
Connecticut
$31K +$285 +3 +0.9%
HGWM
1303
Harvest Group Wealth Management
Massachusetts
$31K +$31.2K +328 New
AC
1304
Avestar Capital
New York
$30K +$1.71K +18 +5%
MWM
1305
Mascoma Wealth Management
New Hampshire
$29K – – –
WF
1306
WealthTrust Fairport
Ohio
$29K – – –
HS
1307
Horan Securities
United States
$28K -$16.9K -178 -37%
PWM
1308
PRW Wealth Management
Massachusetts
$28K – – –
WAS
1309
WESPAC Advisors SoCal
California
$28K – – –
DPA
1310
Delphi Private Advisors
California
$27K -$129K -1,356 -83%
TCM
1311
Tradewinds Capital Management
Washington
$27K – – –
NWM
1312
Northwest Wealth Management
Iowa
$25K – – –
SCM
1313
Shelton Capital Management
Colorado
$24.2K -$2.02M -21,221 -90%
FFW
1314
Fusion Family Wealth
New York
$24K – – –
WC
1315
Whitnell & Co
Illinois
$24K +$190 +2 +0.8%
PFGIA
1316
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$23K +242 +2,420%
LFG
1317
LifePlan Financial Group
Ohio
$23K – – –
AIA
1318
Alera Investment Advisors
Illinois
$23K +$6.08K +64 +36%
HWA
1319
Heritage Wealth Advisors
Virginia
$22.6K +$10.2K +107 +82%
WAM
1320
Wakefield Asset Management
Colorado
$22K -$2.11M -22,244 -99%
RTC
1321
Riverview Trust Company
Washington
$22K – – –
SIS
1322
Sound Income Strategies
Florida
$22K – – –
LF
1323
Lee Financial
Texas
$22K +$2.85K +30 +15%
SPL
1324
Smart Portfolios LLC
Washington
$22K +$4.28K +45 +24%
DAM
1325
Delta Asset Management
Tennessee
$21K -$9.51K -100 -32%
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