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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
Destination Wealth Management
California
$34K -$9.13K -96 -21%
AIL
1302
AGF Investments LLC
Ontario, Canada
$33K -$1.27M -13,389 -97%
TF
1303
Tompkins Financial
New York
$33K -$43.3K -456 -57%
1IA
1304
1834 Investment Advisors
Wisconsin
$33K -$38K -400 -53%
OSNBOA
1305
Old Second National Bank of Aurora
Illinois
$33K – – –
PFO
1306
Pathstone Family Office
New Jersey
$32K +$1.43K +15 +5%
AIC
1307
Archer Investment Corporation
Indiana
$31K – – –
CT
1308
Clearstead Trust
Maine
$31K – – –
JGIA
1309
Jackson Grant Investment Advisers
Connecticut
$31K +$285 +3 +0.9%
HGWM
1310
Harvest Group Wealth Management
Massachusetts
$31K +$31.2K +328 New
AC
1311
Avestar Capital
New York
$30K +$1.71K +18 +5%
MWM
1312
Mascoma Wealth Management
New Hampshire
$29K – – –
WF
1313
WealthTrust Fairport
Ohio
$29K – – –
HS
1314
Horan Securities
United States
$28K -$16.9K -178 -37%
PWM
1315
PRW Wealth Management
Massachusetts
$28K – – –
WAS
1316
WESPAC Advisors SoCal
California
$28K – – –
DPA
1317
Delphi Private Advisors
California
$27K -$129K -1,356 -83%
TCM
1318
Tradewinds Capital Management
Washington
$27K – – –
NWM
1319
Northwest Wealth Management
Iowa
$25K – – –
SCM
1320
Shelton Capital Management
Colorado
$24.2K -$2.02M -21,221 -90%
FFW
1321
Fusion Family Wealth
New York
$24K – – –
WC
1322
Whitnell & Co
Illinois
$24K +$190 +2 +0.8%
PFGIA
1323
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$23K +242 +2,420%
LFG
1324
LifePlan Financial Group
Ohio
$23K – – –
AIA
1325
Alera Investment Advisors
Illinois
$23K +$6.08K +64 +36%
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