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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1426
Arax Advisory Partners
Colorado
$194K +$137K +1,079 +174%
CTWM
1427
Cherry Tree Wealth Management
Minnesota
$193K – – –
TFA
1428
Transamerica Financial Advisors
Florida
$192K +$1.15K +9 +0.5%
OC
1429
Oakworth Capital
Alabama
$188K -$763 -6 -0.4%
BWM
1430
Bullock Wealth Management
Indiana
$187K +$1.27K +10 +0.6%
PWS
1431
Peterson Wealth Services
Utah
$186K +$2.04K +16 +1%
NWWA
1432
New Wave Wealth Advisors
Arkansas
$185K -$15.6K -123 -7%
PCTC
1433
Perkins Coie Trust Company
Washington
$185K – – –
TCM
1434
Tributary Capital Management
Nebraska
$181K -$9.54K -75 -5%
NMG
1435
New Millennium Group
Utah
$179K +$127 +1 +0.1%
NB
1436
NBT Bank
New York
$178K -$201K -1,581 -50%
HT
1437
Headlands Technologies
Illinois
$178K +$199K +1,563 New
CWM
1438
Compass Wealth Management
Connecticut
$178K – – –
CT
1439
Coastline Trust
Rhode Island
$178K – – –
CF
1440
Centaurus Financial
California
$173K -$12.6K -99 -6%
FMP
1441
Financial Management Professionals
Texas
$171K +$1.65K +13 +0.9%
AAG
1442
Armstrong Advisory Group
Massachusetts
$169K +$22.9K +180 +14%
CCM
1443
Chilton Capital Management
Texas
$168K -$145K -1,143 -44%
WIM
1444
Westside Investment Management
California
$168K – – –
DMBA
1445
Deseret Mutual Benefit Administrators
Utah
$160K -$2.8K -22 -2%
CSC
1446
Caldwell Sutter Capital
California
$160K -$2.54K -20 -1%
CH
1447
Cromwell Holdings
Wyoming
$159K – – –
TF
1448
Tompkins Financial
New York
$158K – – –
AA
1449
Addison Advisors
Vermont
$156K – – –
SAM
1450
Shell Asset Management
Netherlands
$155K -$714K -5,615 -81%
56 57
58
59 60