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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1701
Westend Capital Management
California
$13.9K +$11.6K +86 +430%
LFA
1702
LGT Financial Advisors
Texas
$13.9K +$135 +1 +1%
S
1703
Sachetta
Massachusetts
$13.8K -$2.02K -15 -13%
AWM
1704
Abound Wealth Management
Tennessee
$13.8K +$1.89K +14 +15%
BL
1705
BFSG LLC
California
$13.5K – – –
CCMI
1706
Creative Capital Management Investments
California
$13.1K – – –
VAMG
1707
Voisard Asset Management Group
Michigan
$13.1K – – –
BWL
1708
Bogart Wealth LLC
Virginia
$13.1K +$4.73K +35 +54%
BC
1709
Barrett & Company
Rhode Island
$13.1K – – –
FFC
1710
First Financial Corp
Indiana
$12.5K – – –
FWM
1711
FSA Wealth Management
Massachusetts
$12K +$12.3K +91 New
CPBTD
1712
Central Pacific Bank - Trust Division
Hawaii
$11.7K – – –
PA
1713
Pineridge Advisors
Missouri
$11.2K – – –
HWM
1714
HighMark Wealth Management
Minnesota
$11.2K +$135 +1 +1%
VWA
1715
Valued Wealth Advisors
Utah
$11.2K -$5K -37 -30%
ABWM
1716
Alpine Bank Wealth Management
Colorado
$10.9K +$11.2K +83 New
UOTTAIMCU
1717
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.6K -$15.5K -115 -59%
TFIAP
1718
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$10.5K – – –
PCMC
1719
Planning Capital Management Corporation
Pennsylvania
$10.3K +$4.86K +36 +86%
KFP
1720
Keener Financial Planning
Texas
$10K – – –
RWM
1721
Raffa Wealth Management
District of Columbia
$9.73K -$5.94K -44 -37%
DF
1722
Dunhill Financial
United Kingdom
$9.3K +$6.35K +47 +196%
PA
1723
PSI Advisors
Florida
$9.07K – – –
FP
1724
Financial Perspectives
Minnesota
$8.28K – – –
CFFP
1725
Center for Financial Planning
Michigan
$7.49K – – –
67 68
69
70 71