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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1401
RiverFront Investment Group
Virginia
$205K +$193K +1,721 New
SOS
1402
Silver Oak Securities
Tennessee
$205K -$75.5K -674 -28%
PSCM
1403
Per Stirling Capital Management
Texas
$205K +$672 +6 +0.4%
TNA
1404
True North Advisors
Texas
$205K +$192K +1,715 New
SL
1405
Sentry LLC
Tennessee
$204K – – –
SSWM
1406
Strait & Sound Wealth Management
California
$203K -$4.48K -40 -2%
BWCS
1407
Beirne Wealth Consulting Services
Connecticut
$203K – – –
CPW
1408
Crestmont Private Wealth
Texas
$203K – – –
PFA
1409
Pinnacle Family Advisors
Missouri
$202K -$3.81K -34 -2%
WFA
1410
Websterrogers Financial Advisors
South Carolina
$201K – – –
KCFA
1411
Key Client Fiduciary Advisors
New Jersey
$201K +$2.46K +22 +1%
JFA
1412
JNBA Financial Advisors
Minnesota
$200K – – –
BONH
1413
Bank of New Hampshire
New Hampshire
$199K -$8.96K -80 -5%
WIM
1414
Westside Investment Management
California
$199K +$20.9K +187 +13%
CF
1415
Centaurus Financial
California
$198K -$76.3K -681 -29%
MSWA
1416
Marshall & Sterling Wealth Advisors
New York
$196K -$896 -8 -0.5%
CTWM
1417
Cherry Tree Wealth Management
Minnesota
$194K -$7.39K -66 -4%
PCTC
1418
Perkins Coie Trust Company
Washington
$194K -$672 -6 -0.4%
AIC
1419
Archer Investment Corporation
Indiana
$192K -$389K -3,469 -68%
SIS
1420
Sound Income Strategies
Florida
$190K +$95.4K +852 +115%
DJSG
1421
D.J. St. Germain
Massachusetts
$188K +$11K +98 +7%
CT
1422
Coastline Trust
Rhode Island
$185K – – –
SS
1423
SBI Securities
Japan
$185K +$126K +1,121 +263%
SWM
1424
Spire Wealth Management
Virginia
$184K -$205K -1,827 -54%
DMBA
1425
Deseret Mutual Benefit Administrators
Utah
$183K – – –
55 56
57
58 59