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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1701
Clear Investment Research
Georgia
$26.8K +$7.43K +58 +42%
FUBT
1702
First United Bank & Trust
Maryland
$25.8K +$3.2K +25 +15%
CWP
1703
Concord Wealth Partners
Virginia
$25.7K +$128 +1 +0.5%
MAM
1704
Meeder Asset Management
Ohio
$25.4K +$769 +6 +3%
SCM
1705
Silvant Capital Management
Georgia
$25.3K – – –
HI
1706
Hoey Investments
Pennsylvania
$25K – – –
TIM
1707
Tortoise Investment Management
New York
$24.2K +$641 +5 +3%
BDPWM
1708
Barnes Dennig Private Wealth Management
Ohio
$24.2K +$22.8K +178 New
FPB
1709
First PREMIER Bank
South Dakota
$24K – – –
RWA
1710
Redmont Wealth Advisors
Illinois
$23.7K – – –
BAM
1711
Byrne Asset Management
New Jersey
$23.5K – – –
PAM
1712
Parvin Asset Management
South Dakota
$23.5K – – –
TC
1713
Truvestments Capital
Florida
$23.3K +$6.79K +53 +45%
FC
1714
Financial Consulate
Maryland
$22.9K +$21.5K +168 New
BBPWM
1715
Blue Bell Private Wealth Management
Pennsylvania
$22.6K +$1.02K +8 +5%
PWMG
1716
Private Wealth Management Group
New Jersey
$22.2K – – –
ATC
1717
Advantage Trust Company
Kansas
$22K -$51.2K -400 -71%
RBC
1718
Roble Belko & Company
Pennsylvania
$22K +$6.41K +50 +45%
FF
1719
Friedenthal Financial
New Jersey
$21.1K – – –
SIS
1720
Strategic Investment Solutions
Illinois
$21K +$128 +1 +0.6%
BFS
1721
Burkett Financial Services
South Carolina
$20.6K +$128 +1 +0.7%
BIA
1722
Bell Investment Advisors
California
$20.5K -$1.54K -12 -7%
CIA
1723
Cape Investment Advisory
Georgia
$20.4K – – –
TCM
1724
TruNorth Capital Management
Michigan
$20.4K – – –
CWM
1725
Cranbrook Wealth Management
Michigan
$20.4K +$19.2K +150 New
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