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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
1551
Pittenger & Anderson Inc
Nebraska
$140K – – –
PPWM
1552
PFG Private Wealth Management
Florida
$140K +$104K +867 +476%
GI
1553
Gradient Investments
Minnesota
$138K -$664K -5,559 -84%
AAG
1554
Armstrong Advisory Group
Massachusetts
$137K – – –
CFD
1555
Creative Financial Designs
Indiana
$137K +$239 +2 +0.2%
RFA
1556
Resurgent Financial Advisors
Georgia
$137K -$11.4K -95 -8%
HFS
1557
Hantz Financial Services
Michigan
$135K -$3.47K -29 -3%
MFC
1558
Mechanics Financial Corp
Ohio
$133K – – –
CAS
1559
Coppell Advisory Solutions
Texas
$132K +$116K +970 +5,389%
GFPC
1560
Global Financial Private Client
Florida
$131K – – –
PS
1561
Planned Solutions
California
$130K +$117K +980 New
GTAM
1562
Global Trust Asset Management
Florida
$128K – – –
MSFP
1563
Mark Sheptoff Financial Planning
Connecticut
$128K – – –
LFG
1564
Larson Financial Group
Missouri
$127K -$4.3K -36 -4%
FHA
1565
First Horizon Advisors
Tennessee
$127K +$19.7K +165 +21%
VNA
1566
Valley National Advisers
Pennsylvania
$126K +$25.3K +212 +29%
OP
1567
ORG Partners
Indiana
$125K +$6.33K +53 +6%
SOW
1568
State of Wyoming
Wyoming
$125K +$18.9K +158 +20%
NFSG
1569
Newbridge Financial Services Group
Florida
$125K -$56.2K -470 -33%
NB
1570
NBT Bank
New York
$123K +$111K +925 New
EWM
1571
Evermay Wealth Management
Virginia
$120K +$478 +4 +0.4%
BC
1572
Broadwater Capital
Massachusetts
$120K +$108K +900 New
TCWA
1573
Turtle Creek Wealth Advisors
Texas
$118K +$106K +890 New
CFO
1574
CVA Family Office
Colorado
$118K +$106K +884 New
ATC
1575
Advantage Trust Company
Kansas
$116K +$104K +868 New
61 62
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