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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
1526
DB Wealth Management Group
California
$52.3K – – –
HL
1527
HeadInvest LLC
Maine
$50.6K +$47.7K +425 New
KFS
1528
Kelly Financial Services
Massachusetts
$47.7K +$1.57K +14 +4%
PP
1529
PrairieView Partners
Minnesota
$46K -$1.46K -13 -3%
EA
1530
Evolution Advisers
Virginia
$46K – – –
FCA
1531
FinTrust Capital Advisors
South Carolina
$45.1K +$898 +8 +2%
CSWM
1532
Cassady Schiller Wealth Management
Ohio
$43.6K – – –
SFCL
1533
Strengthening Families & Communities LLC
Massachusetts
$43K +$1.24K +11 +3%
NF
1534
Norwood Financial
Pennsylvania
$42.7K – – –
RL
1535
Rogco LP
Oklahoma
$42.1K +$39.3K +350 New
FFC
1536
First Financial Corp
Indiana
$41.5K – – –
TFG
1537
Team Financial Group
California
$39.2K +$36.6K +326 New
WOSD
1538
WFA of San Diego
California
$38.3K – – –
CAC
1539
Core Alternative Capital
Georgia
$38.1K – – –
TCM
1540
Tradewinds Capital Management
Washington
$38K +$224 +2 +0.6%
NECFA
1541
New England Capital Financial Advisors
Connecticut
$37.6K +$112 +1 +0.3%
BIA
1542
Bell Investment Advisors
California
$36.8K +$15.5K +138 +82%
HC
1543
Hoese & Co
Minnesota
$36.3K – – –
CA
1544
Centerpoint Advisors
Massachusetts
$36K – – –
SA
1545
SRH Advisors
Kansas
$35.9K – – –
PP
1546
Pacifica Partners
Canada
$35.5K +$8.42K +75 +30%
BLC
1547
Brown, Lisle/Cummings
Rhode Island
$33K – – –
SIC
1548
SJS Investment Consulting
Ohio
$31.6K +$1.8K +16 +6%
CPG
1549
Cornerstone Planning Group
New Jersey
$31.5K +$16.9K +151 +135%
CB
1550
CNB Bank
Pennsylvania
$30.9K – – –
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