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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1476
Coastline Trust
Rhode Island
$205K – – –
NPFS
1477
Novak & Powell Financial Services
Florida
$205K +$19.6K +145 +10%
FPGT
1478
Financial Partners Group (Tennessee)
Tennessee
$204K +$1.62K +12 +0.8%
BW
1479
BIP Wealth
Georgia
$204K +$209K +1,549 New
MWM
1480
Meridian Wealth Management
Kentucky
$203K +$208K +1,542 New
SPA
1481
Sherbrooke Park Advisers
New York
$202K +$208K +1,537 New
SWA
1482
SFMG Wealth Advisors
Texas
$202K -$9.59K -71 -4%
SRA
1483
Secured Retirement Advisors
Minnesota
$202K -$24.4K -181 -11%
CCA
1484
Childress Capital Advisors
Texas
$201K -$536K -3,967 -72%
CG
1485
Cynosure Group
Utah
$201K +$206K +1,529 New
ONST
1486
Old North State Trust
North Carolina
$201K +$207K +1,531 New
LIM
1487
Loudon Investment Management
New Hampshire
$201K – – –
MWM
1488
Modern Wealth Management
Kansas
$200K -$13.6K -101 -6%
BIG
1489
Brooklyn Investment Group
New York
$200K +$2.56K +19 +1%
MFA
1490
McClarren Financial Advisors
Pennsylvania
$199K +$50.4K +373 +132%
FMP
1491
Financial Management Professionals
Texas
$196K +$52.3K +387 +35%
WIM
1492
Westside Investment Management
California
$194K – – –
SOS
1493
Silver Oak Securities
Tennessee
$191K +$197K +1,457 New
DMBA
1494
Deseret Mutual Benefit Administrators
Utah
$188K – – –
CSC
1495
Caldwell Sutter Capital
California
$187K -$135 -1 -0.1%
AA
1496
Alta Advisers
United Kingdom
$184K – – –
CH
1497
Cromwell Holdings
Wyoming
$184K – – –
TF
1498
Tompkins Financial
New York
$182K +$19K +141 +11%
AA
1499
Addison Advisors
Vermont
$180K – – –
KACA
1500
Kayne Anderson Capital Advisors
California
$179K -$35M -258,964 -99%
58 59
60
61 62