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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1351
O'Brien Wealth Partners
Massachusetts
$14K – – –
THWM
1352
Taylor Hoffman Wealth Management
Virginia
$14K – – –
HWA
1353
Heritage Wealth Advisors
Virginia
$14K +$15.1K +131 New
APSP
1354
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
CAGAS
1355
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
FEG
1356
Financial Enhancement Group
Indiana
$13K – – –
FAM
1357
Fred Alger Management
New York
$13K +$13.3K +115 New
BWA
1358
Burt Wealth Advisors
Maryland
$12K – – –
PCTC
1359
Perkins Coie Trust Company
Washington
$11K – – –
SFA
1360
Spectrum Financial Alliance
Kentucky
$11K – – –
TAIM
1361
TD Ameritrade Investment Management
Nebraska
$11K +$6.71K +58 +145%
OAJ
1362
Ogorek Anthony Joseph
New York
$11K +$11.6K +100 New
EWM
1363
Elmwood Wealth Management
California
$8.72K +$116 +1 +1%
RWM
1364
Raffa Wealth Management
District of Columbia
$8.12K – – –
MNBTD
1365
Moody National Bank Trust Division
Texas
$8K +$7.75K +67 New
WCAMG
1366
Woodard & Company Asset Management Group
North Carolina
$7K +$4.39K +38 +136%
TC
1367
Trilogy Capital
California
$7K +$6.94K +60 New
PSC
1368
Prentiss Smith & Co
Vermont
$6K – – –
QAM
1369
QCI Asset Management
New York
$6K – – –
RAM
1370
Riggs Asset Management
Pennsylvania
$6K – – –
SWMG
1371
Signature Wealth Management Group
Georgia
$6K – – –
CFD
1372
Creative Financial Designs
Indiana
$4K – – –
HCM
1373
Horrell Capital Management
Arkansas
$4K – – –
SIAS
1374
Shine Investment Advisory Services
Colorado
$4K – – –
CIA
1375
CSat Investment Advisory
Michigan
$4K +$578 +5 +17%
53 54
55
56 57