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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1426
Sugarloaf Wealth Management
Georgia
$50K +$50K +445 New
FWM
1427
FSA Wealth Management
Massachusetts
$49K +$49.9K +444 New
RWM
1428
Raffa Wealth Management
District of Columbia
$48K – – –
KPCM
1429
Kings Point Capital Management
New York
$48K -$15.3K -136 -24%
TW
1430
Towerpoint Wealth
California
$48K – – –
WAS
1431
Winch Advisory Services
Wisconsin
$48K +$6.29K +56 +15%
GI
1432
Gradient Investments
Minnesota
$47K -$26.3K -234 -36%
FMB
1433
Field & Main Bank
Kentucky
$47K – – –
BWM
1434
Baystate Wealth Management
Massachusetts
$46K +$337 +3 +0.7%
BWA
1435
BDO Wealth Advisors
Florida
$45K -$24.5K -218 -35%
1IA
1436
1834 Investment Advisors
Wisconsin
$45K -$11.2K -100 -20%
BWA
1437
Burt Wealth Advisors
Maryland
$45K – – –
PCA
1438
Peddock Capital Advisors
Massachusetts
$45K +$44.9K +400 New
PGAM
1439
Princeton Global Asset Management
New Jersey
$45K +$45.8K +408 New
SIS
1440
Sound Income Strategies
Florida
$44K – – –
EWM
1441
EPG Wealth Management
Georgia
$44K +$43.9K +391 New
BBA
1442
Braun-Bostich & Associates
Pennsylvania
$43K +$43.5K +387 New
PFO
1443
Pathstone Family Office
New Jersey
$42.6K +$1.24K +11 +3%
GG
1444
Gleason Group
Kentucky
$42K +$42.4K +377 New
TRCT
1445
Tower Research Capital (TRC)
New York
$41K -$661K -5,882 -94%
TF
1446
TimeScale Financial
Massachusetts
$40K – – –
FWM
1447
Filbrandt Wealth Management
Wisconsin
$40K +$40.9K +364 New
PFGIA
1448
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
TF
1449
Tompkins Financial
New York
$38K – – –
MF
1450
Manchester Financial
California
$38K +$38.5K +343 New
56 57
58
59 60