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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
1501
Better Money Decisions
New Mexico
– -$48K -584 Closed
CWM
1502
Curi Wealth Management
North Carolina
– -$41K -502 Closed
TCWM
1503
Total Clarity Wealth Management
Illinois
– -$36K -439 Closed
HFS
1504
Heritage Financial Services
Massachusetts
– -$28K -346 Closed
GA
1505
GoalVest Advisory
New York
– -$28K -343 Closed
WOSD
1506
WFA of San Diego
California
– -$25K -300 Closed
CDIA
1507
Capital Directions Investment Advisors
Georgia
– -$18K -225 Closed
GWMIA
1508
Global Wealth Management Investment Advisory
Florida
– -$13K -157 Closed
FBT
1509
First Bank & Trust
South Dakota
– -$9K -114 Closed
1IA
1510
1834 Investment Advisors
Wisconsin
– -$8K -93 Closed
GKIM
1511
GW&K Investment Management
Massachusetts
– -$7K -88 Closed
COCM
1512
Charter Oak Capital Management
New Hampshire
– -$7K -80 Closed
RIM
1513
Rockbridge Investment Management
New York
– -$6.56K -80 Closed
OLVIG
1514
Oliver Lagore Vanvalin Investment Group
Michigan
– -$6K -74 Closed
AP
1515
Atwood & Palmer
Missouri
– -$2.73K -32 -97%
AWM
1516
Activest Wealth Management
Florida
– -$2K -28 Closed
IIL
1517
Insight Inv LLC
California
– -$2K -19 Closed
WA
1518
WestEnd Advisors
North Carolina
– -$163 -2 Closed
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