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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1501
Great Valley Advisor Group
Delaware
– -$241K -2,156 Closed
TW
1502
Transform Wealth
Colorado
– -$239K -2,146 Closed
CA
1503
Capital Advantage
California
– -$214K -2,138 Closed
FNBSF
1504
First National Bank Sioux Falls
South Dakota
– -$236K -2,118 Closed
BCI
1505
Brinker Capital Investments
Pennsylvania
– -$235K -2,113 Closed
FWM
1506
Fairhaven Wealth Management
Illinois
– -$235K -2,113 Closed
WFM
1507
Wolff Financial Management
Michigan
– -$235K -2,110 Closed
DI
1508
Diligent Investors
California
– -$234K -2,104 Closed
ACI
1509
Alpha Cubed Investments
California
– -$233K -2,094 Closed
PWW
1510
Pettyjohn Wood & White
Virginia
– -$233K -2,092 Closed
JIP
1511
Jaffetilchin Investment Partners
Florida
– -$233K -2,090 Closed
LRPA
1512
L. Roy Papp & Associates
Arizona
– -$233K -2,087 Closed
NC
1513
NovaPoint Capital
Georgia
– -$231K -2,071 Closed
LCP
1514
Legacy Capital Partners
Wisconsin
– -$231K -2,069 Closed
SIM
1515
SSI Investment Management
California
– -$230K -2,066 Closed
BCB
1516
Brian C. Broderick
– -$229K -2,055 Closed
CWM
1517
Cabot Wealth Management
Massachusetts
– -$229K -2,053 Closed
OWP
1518
Obermeyer Wealth Partners
Colorado
– -$228K -2,045 Closed
CS
1519
Cannell & Spears
New York
– -$228K -2,043 Closed
LIA
1520
LBMC Investment Advisors
Tennessee
– -$227K -2,042 Closed
CFW
1521
CA Family Wealth
California
– -$227K -2,040 Closed
MFW
1522
Meristem Family Wealth
Minnesota
– -$227K -2,035 Closed
LA
1523
LexAurum Advisors
Kansas
– -$226K -2,029 Closed
BCM
1524
BTR Capital Management
California
– -$225K -2,020 Closed
KFGK
1525
Keystone Financial Group (Kentucky)
Kentucky
– -$224K -2,015 Closed
59 60
61
62 63