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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1401
Pin Oak Investment Advisors
Texas
$68K – – –
VNA
1402
Valley National Advisers
Pennsylvania
$68K – – –
CSC
1403
Caldwell Sutter Capital
California
$66.1K +$66.3K +652 New
LF
1404
Lee Financial
Texas
$63.7K +$33.2K +327 +109%
CWM
1405
CarsonAllaria Wealth Management
Illinois
$63.3K +$610 +6 +1%
IUHSA
1406
Itau Unibanco Holding S.A.
Brazil
$61.6K -$117K -1,155 -66%
LFA
1407
Legend Financial Advisors
Pennsylvania
$60.9K – – –
PMFA
1408
Plante Moran Financial Advisors
Michigan
$60.8K -$27.7K -272 -31%
DSC
1409
Duncker Streett & Co
Missouri
$60.8K -$1.32K -13 -2%
RTC
1410
Riverview Trust Company
Washington
$59.8K – – –
AI
1411
AXS Investments
New York
$59.5K -$6.3K -62 -10%
TCWA
1412
Ten Capital Wealth Advisors
Washington
$59.2K +$31.7K +312 +115%
AAP
1413
Arax Advisory Partners
Colorado
$58.3K +$3.46K +34 +6%
KHC
1414
Koesten Hirschmann & Crabtree
Kansas
$58.2K – – –
SIS
1415
Strategic Investment Solutions
Illinois
$58.2K +$58.4K +574 New
FDCC
1416
Foster Dykema Cabot & Co
Massachusetts
$58K +$58.3K +573 New
PWMG
1417
Prestige Wealth Management Group
New Jersey
$56.4K -$813 -8 -1%
TF
1418
TimeScale Financial
Massachusetts
$56.3K +$712 +7 +1%
ONST
1419
Old North State Trust
North Carolina
$56K – – –
ZB
1420
Zions Bancorporation
Utah
$54.2K -$2.03K -20 -4%
EWM
1421
Endurance Wealth Management
Rhode Island
$54K – – –
TFA
1422
Transamerica Financial Advisors
Florida
$53K – – –
BWM
1423
Baystate Wealth Management
Massachusetts
$52.6K -$2.64K -26 -5%
MFA
1424
McClarren Financial Advisors
Pennsylvania
$51K -$51.9K -510 -50%
DF
1425
DecisionPoint Financial
Arizona
$50.7K – – –
55 56
57
58 59