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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1451
CWS Financial Advisors
Michigan
$223K +$234K +1,583 New
WIA
1452
Wetzel Investment Advisors
Indiana
$223K -$14.5K -98 -7%
ERIM
1453
Eagle Ridge Investment Management
Connecticut
$223K – – –
SC
1454
Sapient Capital
Indiana
$222K -$296 -2 -0.1%
SW
1455
SlateStone Wealth
Florida
$222K – – –
HCP
1456
Hardin Capital Partners
South Carolina
$222K +$233K +1,571 New
PWM
1457
Paulson Wealth Management
Illinois
$221K – – –
WMA
1458
Wealth Management Associates
New Jersey
$220K – – –
CWM
1459
Compass Wealth Management
Connecticut
$220K – – –
CAAS
1460
Capital Asset Advisory Services
Michigan
$220K +$10.5K +71 +4%
CT
1461
Coastline Trust
Rhode Island
$220K – – –
SQA
1462
Simon Quick Advisors
New Jersey
$219K -$2.37K -16 -1%
ST
1463
Smithfield Trust
Pennsylvania
$218K – – –
FPGT
1464
Financial Partners Group (Tennessee)
Tennessee
$218K -$1.04K -7 -0.5%
JWM
1465
Janiczek Wealth Management
Colorado
$216K -$4K -27 -2%
1WA
1466
180 Wealth Advisors
Washington
$216K -$60.1K -406 -20%
LIM
1467
Loudon Investment Management
New Hampshire
$216K – – –
PFA
1468
Pure Financial Advisors
California
$215K -$8.29K -56 -4%
LWM
1469
Liberty Wealth Management
California
$214K -$55.2K -373 -20%
WFI
1470
West Family Investments
California
$214K – – –
CFP
1471
Catalyst Financial Partners
Massachusetts
$214K +$11K +74 +5%
LWP
1472
LMG Wealth Partners
Louisiana
$213K – – –
WP
1473
WealthShield Partners
North Carolina
$213K +$223K +1,508 New
SAM
1474
Smartleaf Asset Management
Massachusetts
$213K +$59.5K +402 +36%
AW
1475
Apricus Wealth
South Carolina
$212K -$81.4K -550 -27%
57 58
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