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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1351
Barrett & Company
Rhode Island
$10.3K +$8.44K +99 New
TC
1352
Truvestments Capital
Florida
$10K – – –
BWL
1353
Bogart Wealth LLC
Virginia
$10K +$6.65K +78 +153%
HGERS
1354
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10.7K +125 New
GIA
1355
Goodwin Investment Advisory
Georgia
$10K +$10.9K +128 New
RBC
1356
Roble Belko & Company
Pennsylvania
$9K – – –
SAM
1357
Strategic Asset Management
Minnesota
$9K +$85 +1 +0.7%
ASBI
1358
American State Bank (Iowa)
Iowa
$8.48K – – –
BIA
1359
Bell Investment Advisors
California
$8K -$1.96K -23 -19%
HR
1360
Howe & Rusling
New York
$8K – – –
KC
1361
Kenfarb & Co
Kentucky
$8K – – –
LFA
1362
Level Financial Advisors
New York
$8K – – –
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$8K – – –
OA
1364
Operose Advisors
Wisconsin
$8K – – –
WWMSC
1365
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
FWM
1366
Focused Wealth Management
New York
$8K +$2.13K +25 +32%
UCB
1367
United Community Bank
South Carolina
$7.75K +$8.18K +96 New
WBC
1368
West Branch Capital
Massachusetts
$7K – – –
GEA
1369
Glen Eagle Advisors
New Jersey
$6.21K -$5.8K -68 -47%
RWM
1370
Raffa Wealth Management
District of Columbia
$6.13K – – –
CP
1371
Castleview Partners
Texas
$6K -$11.1K -130 -65%
TFP
1372
Tilia Fiduciary Partners
North Carolina
$6K -$3.83K -45 -39%
HWM
1373
HighMark Wealth Management
Minnesota
$6K +$85 +1 +1%
CA
1374
Crewe Advisors
Utah
$6K +$1.11K +13 +22%
KFS
1375
Kelly Financial Services
Massachusetts
$5.57K – – –
53 54
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56 57