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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1701
Camelot Portfolios
Ohio
$17.5K +$18.4K +124 New
VWA
1702
Valued Wealth Advisors
Utah
$17.2K +$4.29K +29 +31%
PCWA
1703
Pacific Capital Wealth Advisors
California
$17.2K +$11.1K +75 +160%
FWM
1704
Focused Wealth Management
New York
$17K +$17.9K +121 New
BFS
1705
Burkett Financial Services
South Carolina
$16.9K +$148 +1 +0.8%
DPW
1706
DiNuzzo Private Wealth
Pennsylvania
$16.7K +$12.3K +83 +237%
RWM
1707
Raffa Wealth Management
District of Columbia
$16.7K +$6.51K +44 +59%
RCM
1708
Richardson Capital Management
Wisconsin
$16.2K – – –
RBC
1709
Roble Belko & Company
Pennsylvania
$16K – – –
FCT
1710
First Community Trust
Iowa
$15.7K – – –
LFA
1711
LGT Financial Advisors
Texas
$14.8K +$148 +1 +1%
BL
1712
BFSG LLC
California
$14.5K – – –
VWM
1713
Valley Wealth Managers
New Jersey
$14.1K – – –
VAMG
1714
Voisard Asset Management Group
Michigan
$14.1K – – –
CCMI
1715
Creative Capital Management Investments
California
$14.1K +$14.8K +100 New
BC
1716
Barrett & Company
Rhode Island
$14.1K +$148 +1 +1%
CJL
1717
Cyrus J. Lawrence
New York
$14K +$15.4K +104 New
GA
1718
GFS Advisors
Texas
$14K +$12.3M +83,331 New
FFC
1719
First Financial Corp
Indiana
$13.4K -$11K -74 -44%
AWM
1720
Abound Wealth Management
Tennessee
$12.8K -$740 -5 -5%
TCG
1721
Transcendent Capital Group
Oklahoma
$12.7K +$13.3K +90 New
CPBTD
1722
Central Pacific Bank - Trust Division
Hawaii
$12.6K – – –
PA
1723
Pineridge Advisors
Missouri
$12K – – –
IWP
1724
IAG Wealth Partners
Wisconsin
$12K – – –
HWM
1725
HighMark Wealth Management
Minnesota
$11.9K +$1.63K +11 +15%
67 68
69
70 71