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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1476
Blue Bell Private Wealth Management
Pennsylvania
$18.6K – – –
BAM
1477
Byrne Asset Management
New Jersey
$18K – – –
AF
1478
Arrow Financial
New York
$18K – – –
TC
1479
Tacita Capital
Ontario, Canada
$18K – – –
LIM
1480
Lagoda Investment Management
New York
$17.7K – – –
BIA
1481
Bell Investment Advisors
California
$17.7K +$7.57K +74 +77%
LB
1482
Legacy Bridge
Iowa
$16.8K +$16.5K +161 New
SWA
1483
SOA Wealth Advisors
New York
$16.7K +$102 +1 +0.6%
AWM
1484
Atticus Wealth Management
Florida
$16.7K -$7.88K -77 -32%
WWM
1485
Wolff Wiese Magana
California
$16.5K -$3.58K -35 -18%
BC
1486
Burleson & Co
California
$15.6K – – –
DJSG
1487
D.J. St. Germain
Massachusetts
$15.6K +$15.3K +150 New
NMG
1488
New Millennium Group
Utah
$15.6K +$205 +2 +1%
TC
1489
Truvestments Capital
Florida
$15.2K +$2.86K +28 +24%
PPWM
1490
PFG Private Wealth Management
Florida
$15K – – –
PGAM
1491
Princeton Global Asset Management
New Jersey
$15K +$102 +1 +0.7%
HB
1492
Horizon Bancorp
Indiana
$15K +$14.7K +144 New
SC
1493
Stephens Consulting
Michigan
$13.8K – – –
GFL
1494
Granite FO LLC
New Hampshire
$13.6K +$12.8K +125 New
GIA
1495
Goodwin Investment Advisory
Georgia
$13.3K – – –
CA
1496
Crewe Advisors
Utah
$12.5K +$4.81K +47 +64%
DCP
1497
Distillate Capital Partners
Illinois
$12.2K +$12K +117 New
LFA
1498
Level Financial Advisors
New York
$12K +$1.53K +15 +15%
MPCL
1499
My Personal CFO LLC
Washington
$11.2K +$11K +108 New
RCM
1500
Raleigh Capital Management
North Carolina
$11.1K +$7.26K +71 +197%
58 59
60
61 62