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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1551
Traveka Wealth
California
$280K +$241K +1,535 New
LIM
1552
Loudon Investment Management
New Hampshire
$278K +$239K +1,527 New
BRWM
1553
Blue Rock Wealth Management
North Carolina
$278K +$239K +1,524 New
TCM
1554
Teza Capital Management
Illinois
$277K +$238K +1,522 New
SAW
1555
Signal Advisors Wealth
Michigan
$277K +$238K +1,521 New
VW
1556
Vance Wealth
California
$277K +$238K +1,520 New
EL
1557
EWA LLC
Pennsylvania
$277K +$238K +1,519 New
FP
1558
Fiduciary Planning
Florida
$276K +$238K +1,516 New
GM
1559
GeoWealth Management
Illinois
$276K +$4.54K +29 +2%
SAG
1560
SageView Advisory Group
California
$276K -$32K -204 -12%
AWM
1561
Athena Wealth Management
Nevada
$275K +$237K +1,512 New
CFA
1562
Cahill Financial Advisors
Minnesota
$275K +$236K +1,509 New
AFGAS
1563
Allegiance Financial Group Advisory Services
Virginia
$275K +$236K +1,508 New
EWM
1564
Endowment Wealth Management
Wisconsin
$274K +$236K +1,506 New
RCA
1565
Resonant Capital Advisors
Wisconsin
$273K +$235K +1,501 New
AA
1566
Apriem Advisors
California
$273K +$235K +1,500 New
EWM
1567
Edge Wealth Management
New York
$273K +$235K +1,500 New
SCA
1568
STALEY CAPITAL ADVISERS
Pennsylvania
$273K +$235K +1,500 New
PCH
1569
PGIM Custom Harvest
New Jersey
$273K +$235K +1,499 New
FCG
1570
Fielder Capital Group
Tennessee
$272K +$234K +1,491 New
HCM
1571
Howard Capital Management
Georgia
$270K -$217K -1,385 -48%
IA
1572
Intellus Advisors
Florida
$269K +$231K +1,474 New
SAIG
1573
Semper Augustus Investments Group
Colorado
$268K +$231K +1,472 New
CFGA
1574
Cambridge Financial Group (Arizona)
Arizona
$268K +$231K +1,471 New
FBFS
1575
First Business Financial Services
Wisconsin
$268K +$231K +1,471 New
61 62
63
64 65