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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1376
Kenfarb & Co
Kentucky
$9K – – –
RBC
1377
Roble Belko & Company
Pennsylvania
$9K – – –
CAC
1378
Core Alternative Capital
Georgia
$9K +$2.87K +31 +37%
TFP
1379
Tilia Fiduciary Partners
North Carolina
$9K +$4.26K +46 +67%
WWMSC
1380
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$9.71K +105 New
ASBI
1381
American State Bank (Iowa)
Iowa
$8.61K – – –
1IA
1382
1834 Investment Advisors
Wisconsin
$8K – – –
LFA
1383
Level Financial Advisors
New York
$8K – – –
OA
1384
Operose Advisors
Wisconsin
$8K – – –
WBC
1385
West Branch Capital
Massachusetts
$8K – – –
HR
1386
Howe & Rusling
New York
$8K +$833 +9 +10%
MFT
1387
Moisand Fitzgerald Tamayo
Florida
$8K +$9.25K +100 New
CP
1388
Castleview Partners
Texas
$7.28K +$8.79K +95 +90%
COCM
1389
Charter Oak Capital Management
New Hampshire
$7K – – –
GKIM
1390
GW&K Investment Management
Massachusetts
$7K +$1.67K +18 +26%
RIM
1391
Rockbridge Investment Management
New York
$6.56K -$8.6K -93 -54%
RWM
1392
Raffa Wealth Management
District of Columbia
$6.23K – – –
FWM
1393
Focused Wealth Management
New York
$6K -$7.12K -77 -50%
HWM
1394
HighMark Wealth Management
Minnesota
$6K – – –
OLVIG
1395
Oliver Lagore Vanvalin Investment Group
Michigan
$6K – – –
KFS
1396
Kelly Financial Services
Massachusetts
$5.66K – – –
FP
1397
Financial Perspectives
Minnesota
$5.17K – – –
AFG
1398
Albion Financial Group
Utah
$5K -$222K -2,400 -97%
ETC
1399
Exchange Traded Concepts
Oklahoma
$5K -$189K -2,038 -97%
ACK
1400
Andrew C. Karlinski
$5K – – –
54 55
56
57 58