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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1401
Lee Financial
Texas
$47.6K -$12.5K -129 -21%
AI
1402
AXS Investments
New York
$45.6K -$10.6K -109 -19%
AA
1403
AlphaMark Advisors
Kentucky
$45K – – –
DWMG
1404
DB Wealth Management Group
California
$41.5K – – –
IUHSA
1405
Itau Unibanco Holding S.A.
Brazil
$39.7K -$18.7K -192 -32%
WAM
1406
Worth Asset Management
Texas
$39.6K +$194 +2 +0.5%
OLVIG
1407
Oliver Lagore Vanvalin Investment Group
Michigan
$38.8K +$10.2K +105 +35%
FCA
1408
FinTrust Capital Advisors
South Carolina
$38.3K – – –
PIAS
1409
PCA Investment Advisory Services
Ohio
$37.6K +$38.3K +394 New
PP
1410
PrairieView Partners
Minnesota
$37K – – –
KFS
1411
Kelly Financial Services
Massachusetts
$36.5K +$22.2K +228 +147%
EA
1412
Evolution Advisers
Virginia
$36K -$972 -10 -3%
SIS
1413
Strategic Investment Solutions
Illinois
$35K -$19.8K -204 -36%
CSWM
1414
Cassady Schiller Wealth Management
Ohio
$34.6K – – –
HS
1415
Horan Securities
United States
$33.9K +$97 +1 +0.3%
NF
1416
Norwood Financial
Pennsylvania
$33.9K – – –
SFCL
1417
Strengthening Families & Communities LLC
Massachusetts
$33K +$24.7K +254 +270%
FFC
1418
First Financial Corp
Indiana
$32.9K +$4.08K +42 +14%
WOSD
1419
WFA of San Diego
California
$30.4K +$31K +319 New
FA
1420
Fiduciary Alliance
South Carolina
$30.3K +$30.9K +318 New
SA
1421
SRH Advisors
Kansas
$30.3K – – –
CAC
1422
Core Alternative Capital
Georgia
$30.2K +$1.85K +19 +6%
PPWM
1423
PFG Private Wealth Management
Florida
$30.1K +$9.14K +94 +42%
PO
1424
Private Ocean
California
$30K – – –
TCM
1425
Tradewinds Capital Management
Washington
$29.9K +$292 +3 +1%
55 56
57
58 59