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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1326
Lipe & Dalton
New York
$171K – – –
CHA
1327
Carmichael Hill & Associates
Maryland
$169K +$171K +1,520 New
WQ
1328
Wealth Quarterback
New Jersey
$159K +$1.9M +16,931 New
CBT
1329
Capital Bank & Trust
California
$158K -$17.5K -156 -10%
WG
1330
Welch Group
Alabama
$156K +$5.62K +50 +4%
TT
1331
TI-Trust
Illinois
$155K +$157K +1,394 New
CHAM
1332
Clear Harbor Asset Management
Connecticut
$153K +$154K +1,375 New
RWA
1333
Ropes Wealth Advisors
Massachusetts
$149K -$180K -1,599 -54%
GLI
1334
Guardian Life Insurance
New York
$146K – – –
AAP
1335
Arax Advisory Partners
Colorado
$145K +$11.3K +101 +8%
AWA
1336
Arkadios Wealth Advisors
Georgia
$142K +$177K +1,576 New
RFA
1337
Reilly Financial Advisors
California
$141K – – –
SIAP
1338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$141K – – –
CAW
1339
Cornerstone Advisors (Washington)
Washington
$140K +$2.25K +20 +2%
LC
1340
Lindbrook Capital
California
$137K – – –
CAL
1341
Capital Analysts LLC
Pennsylvania
$135K +$22.7K +202 +20%
WFMPM
1342
Woodley Farra Manion Portfolio Management
Indiana
$135K +$136K +1,209 New
ETI
1343
Enterprise Trust & Investment
California
$134K – – –
EIP
1344
Ellis Investment Partners
Pennsylvania
$133K +$337 +3 +0.3%
EW
1345
Evoke Wealth
California
$133K +$32.9K +293 +33%
M
1346
MOTCO
Texas
$131K +$3.26K +29 +3%
AA
1347
Argent Advisors
Louisiana
$129K +$131K +1,165 New
TFS
1348
TrustCore Financial Services
Tennessee
$128K +$22.5K +200 +21%
PO
1349
Private Ocean
California
$123K -$26.9K -239 -18%
GRP
1350
Global Retirement Partners
California
$123K -$1.35K -12 -1%
52 53
54
55 56