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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1401
Realta Investment Advisors
Delaware
$215K -$43.5K -353 -17%
IWA
1402
IVC Wealth Advisors
Pennsylvania
$214K +$213K +1,730 New
AIM
1403
AMI Investment Management
Indiana
$213K +$213K +1,729 New
PCG
1404
Prosperity Consulting Group
Maryland
$213K +$213K +1,728 New
PFA
1405
Pinnacle Family Advisors
Missouri
$213K +$213K +1,726 New
WP
1406
WealthShield Partners
North Carolina
$213K +$213K +1,725 New
ML
1407
McAdam LLC
Pennsylvania
$212K +$212K +1,720 New
RBFC
1408
Roman Butler Fullerton & Co
Missouri
$212K -$71.4K -579 -21%
SFG
1409
Sovereign Financial Group
Connecticut
$212K +$212K +1,719 New
BC
1410
Bayforest Capital
United Kingdom
$212K +$132K +1,074 +167%
PSCM
1411
Per Stirling Capital Management
Texas
$211K +$211K +1,711 New
EWM
1412
Endowment Wealth Management
Wisconsin
$211K +$211K +1,711 New
SL
1413
Sentry LLC
Tennessee
$211K +$211K +1,710 New
PCP
1414
Proficio Capital Partners
Massachusetts
$211K +$211K +1,708 New
BW
1415
BIP Wealth
Georgia
$211K +$210K +1,707 New
BWCS
1416
Beirne Wealth Consulting Services
Connecticut
$210K +$210K +1,700 New
PAMG
1417
Patton Albertson Miller Group
Tennessee
$210K +$209K +1,698 New
CPW
1418
Crestmont Private Wealth
Texas
$210K +$209K +1,698 New
CFP
1419
Catalyst Financial Partners
Massachusetts
$210K +$209K +1,697 New
CTWM
1420
Cherry Tree Wealth Management
Minnesota
$209K – – –
FTC
1421
Farmers Trust Company
Ohio
$209K +$209K +1,693 New
HTIM
1422
Harbour Trust & Investment Management
Indiana
$209K -$262K -2,122 -56%
WFA
1423
Websterrogers Financial Advisors
South Carolina
$208K +$208K +1,687 New
CCG
1424
Catalina Capital Group
California
$208K -$139K -1,124 -40%
CFG
1425
Cooper Financial Group
California
$207K +$207K +1,679 New
55 56
57
58 59