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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Coastline Trust
Rhode Island
$255K -$105K -726 -32%
LAM
1502
L2 Asset Management
Massachusetts
$254K +$225K +1,558 New
TA
1503
TrueWealth Advisors
Alabama
$254K +$224K +1,556 New
RCM
1504
Radnor Capital Management
Pennsylvania
$254K – – –
FPGT
1505
Financial Partners Group (Tennessee)
Tennessee
$253K -$204K -1,415 -48%
CAM
1506
Columbia Asset Management
Michigan
$250K – – –
LIM
1507
Loudon Investment Management
New Hampshire
$249K -$14.4K -100 -6%
OPA
1508
Old Port Advisors
Maine
$248K +$219K +1,518 New
FOA
1509
Five Oceans Advisors
California
$248K +$432 +3 +0.2%
SAM
1510
Secure Asset Management
Michigan
$248K +$1.3K +9 +0.6%
WFI
1511
West Family Investments
California
$247K +$218K +1,515 New
MA
1512
MJP Associates
Connecticut
$247K +$218K +1,515 New
FSA
1513
Financial Security Advisor
Virginia
$247K +$1.44K +10 +0.7%
LWP
1514
LMG Wealth Partners
Louisiana
$247K – – –
BIG
1515
Brooklyn Investment Group
New York
$246K – – –
DMBA
1516
Deseret Mutual Benefit Administrators
Utah
$246K – – –
RCG
1517
Regatta Capital Group
California
$246K +$217K +1,506 New
TF
1518
Threadgill Financial
Texas
$245K +$216K +1,502 New
BFS
1519
Bard Financial Services
Connecticut
$245K +$216K +1,500 New
EWM
1520
Edge Wealth Management
New York
$245K +$216K +1,500 New
SC
1521
Saturna Capital
Washington
$245K +$216K +1,500 New
SCA
1522
STALEY CAPITAL ADVISERS
Pennsylvania
$245K +$216K +1,500 New
TCOO
1523
Trust Company of Oklahoma
Oklahoma
$245K -$5.91K -41 -3%
CAM
1524
Covenant Asset Management
New Jersey
$244K +$215K +1,493 New
EWM
1525
Endowment Wealth Management
Wisconsin
$243K -$9.51K -66 -4%
59 60
61
62 63