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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1326
M3 Advisory Group
Massachusetts
$337K +$13.3K +92 +5%
FFA
1327
Fortune Financial Advisors
Kansas
$336K – – –
AW
1328
Apricus Wealth
South Carolina
$335K -$2.32M -16,100 -89%
EGA
1329
Eagle Global Advisors
Texas
$333K – – –
SL
1330
Sentry LLC
Tennessee
$333K -$576 -4 -0.2%
CWM
1331
Cabot Wealth Management
Massachusetts
$332K – – –
NGA
1332
Naples Global Advisors
Florida
$332K +$33.9K +235 +13%
ST
1333
Sentinel Trust
Texas
$332K – – –
NSAM
1334
North Star Asset Management
Wisconsin
$331K -$2.45K -17 -0.8%
ADL
1335
Asset Dedication LLC
California
$331K -$16.6K -115 -5%
MGAM
1336
McGowan Group Asset Management
Texas
$330K – – –
LA
1337
LM Advisors
California
$328K – – –
CIA
1338
Choate Investment Advisors
Massachusetts
$327K -$82.1K -570 -22%
TCM
1339
TD Capital Management
Tennessee
$327K – – –
SFG
1340
Seamount Financial Group
Colorado
$327K -$144K -1,000 -33%
PWP
1341
Private Wealth Partners
California
$327K – – –
BCB
1342
Brian C. Broderick
$327K +$18K +125 +7%
DWAM
1343
Duncan Williams Asset Management
Tennessee
$327K +$288K +2,000 New
QC
1344
Quent Capital
New York
$327K +$2.59K +18 +0.9%
TWA
1345
TCI Wealth Advisors
Arizona
$326K -$14.7K -102 -5%
A
1346
AlphaQuest
New York
$326K +$288K +1,996 New
RDWM
1347
Red Door Wealth Management
Tennessee
$326K +$288K +1,995 New
WCM
1348
WealthBridge Capital Management
Ohio
$325K +$20.5K +142 +8%
TFO
1349
Tarbox Family Office
California
$325K -$28.8K -200 -9%
1WA
1350
180 Wealth Advisors
Washington
$324K -$19K -132 -6%
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