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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1301
Raffa Wealth Management
District of Columbia
$44.1K +$43.2K +431 New
FMB
1302
Field & Main Bank
Kentucky
$43K +$30.3K +302 +248%
BWM
1303
Baystate Wealth Management
Massachusetts
$42K +$401 +4 +1%
BWA
1304
Burt Wealth Advisors
Maryland
$41K – – –
SIS
1305
Sound Income Strategies
Florida
$40K +$16.9K +169 +75%
WAS
1306
Winch Advisory Services
Wisconsin
$39K +$301 +3 +0.8%
PFO
1307
Pathstone Family Office
New Jersey
$38K -$36K -359 -49%
RA
1308
Rational Advisors
New York
$38K +$10.9K +109 +41%
MAU
1309
MRA Associates USA
Arizona
$37.8K +$37K +369 New
TF
1310
TimeScale Financial
Massachusetts
$37K -$3.01K -30 -8%
SLF
1311
Sun Life Financial
Ontario, Canada
$37K +$2.4K +24 +7%
PFGIA
1312
Patriot Financial Group Insurance Agency
Massachusetts
$35K – – –
TF
1313
Tompkins Financial
New York
$35K – – –
HGWM
1314
Harvest Group Wealth Management
Massachusetts
$34K +$301 +3 +0.9%
CT
1315
Clearstead Trust
Maine
$33K – – –
JGIA
1316
Jackson Grant Investment Advisers
Connecticut
$33K +$301 +3 +0.9%
HS
1317
Horan Securities
United States
$31K +$200 +2 +0.7%
NIT
1318
NumerixS Investment Technologies
British Columbia, Canada
$31K +$30.1K +300 New
TCM
1319
Tradewinds Capital Management
Washington
$29K – – –
QCIG
1320
Quad-Cities Investment Group
Iowa
$27K – – –
AM
1321
Atwater Malick
Pennsylvania
$27K +$26.9K +268 New
FFW
1322
Fusion Family Wealth
New York
$26K – – –
KTC
1323
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
OSNBOA
1324
Old Second National Bank of Aurora
Illinois
$26K – – –
LF
1325
Lee Financial
Texas
$24K – – –
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