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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1576
CBIZ Investment Advisory Services
Ohio
$38.8K -$1.12K -10 -3%
NECFA
1577
New England Capital Financial Advisors
Connecticut
$38.7K +$224 +2 +0.6%
PWA
1578
Physician Wealth Advisors
Utah
$38.6K +$5.94K +53 +20%
T
1579
Transce3nd
Texas
$38.3K – – –
TPWA
1580
Twin Peaks Wealth Advisors
California
$38.1K +$35.5K +317 New
CA
1581
Centerpoint Advisors
Massachusetts
$38K +$2.46K +22 +7%
GKIM
1582
GW&K Investment Management
Massachusetts
$38K +$8.96K +80 +33%
AT
1583
Arlington Trust
Alabama
$37.7K -$3.58K -32 -9%
CWM
1584
Copia Wealth Management
Oregon
$37.1K – – –
HC
1585
Hoese & Co
Minnesota
$36K – – –
CFS
1586
Compass Financial Services
Iowa
$35.8K – – –
FFWM
1587
Future Financial Wealth Management
Ohio
$35.8K – – –
BCM
1588
Boreal Capital Management
Florida
$35.8K +$33.6K +300 New
SA
1589
SRH Advisors
Kansas
$35.7K – – –
PAI
1590
Pittenger & Anderson Inc
Nebraska
$34.4K -$28.6K -255 -47%
LAMC
1591
Longview Asset Management (California)
California
$34.1K – – –
CBT
1592
Crews Bank & Trust
Florida
$34K – – –
FCAS
1593
First Command Advisory Services
Texas
$33.8K – – –
SC
1594
Steph & Co
Wisconsin
$32.9K – – –
GWSA
1595
Global Wealth Strategies & Associates
Colorado
$32.8K – – –
WBC
1596
West Branch Capital
Massachusetts
$32.8K – – –
PP
1597
Pacifica Partners
Canada
$32.3K – – –
WB
1598
Webster Bank
Connecticut
$32.2K +$11.2K +100 +59%
TFGT
1599
TS Financial Group (TSFG)
Illinois
$32K – – –
PAMS
1600
Pinpoint Asset Management (Singapore)
$31.7K +$29.8K +266 New
62 63
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65 66