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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1726
Global Financial Private Client
Florida
$216K +$186K +1,186 New
SIAG
1727
Safeguard Investment Advisory Group
California
$216K +$185K +1,183 New
RWMG
1728
Redwood Wealth Management Group
New Jersey
$216K +$186K +1,184 New
CPWM
1729
Cypress Point Wealth Management
Texas
$215K +$185K +1,182 New
AF
1730
Advisornet Financial
Minnesota
$215K +$784 +5 +0.4%
EIP
1731
Ellis Investment Partners
Pennsylvania
$215K +$185K +1,180 New
CST
1732
Charles Schwab Trust
Nevada
$215K +$185K +1,179 New
CNBOF
1733
City National Bank of Florida
Florida
$215K +$185K +1,179 New
NLP
1734
Next Level Private
New York
$214K +$184K +1,177 New
SIC
1735
Sigma Investment Counselors
Michigan
$214K +$184K +1,175 New
CCA
1736
Clearwater Capital Advisors
Illinois
$214K +$184K +1,174 New
FDCP
1737
Foster Dykema Cabot & Partners
Massachusetts
$213K – – –
MCCA
1738
Mill Creek Capital Advisors
Pennsylvania
$213K +$183K +1,171 New
RIA
1739
Realta Investment Advisors
Delaware
$213K +$183K +1,170 New
KA
1740
Kure Advisory
Minnesota
$213K +$183K +1,169 New
VEM
1741
Vann Equity Management
Texas
$213K +$183K +1,167 New
CAL
1742
Capital Advisors Ltd
Ohio
$212K -$8.62K -55 -5%
IHL
1743
Investment House LLC
California
$212K +$182K +1,163 New
SMH
1744
Sanders Morris Harris
Texas
$212K +$182K +1,162 New
AC
1745
Addison Capital
Pennsylvania
$211K +$182K +1,159 New
FMTC
1746
Farmers & Merchants Trust Company
California
$211K +$182K +1,159 New
HVIA
1747
Hudson Valley Investment Advisors
New York
$211K +$181K +1,158 New
CFD
1748
Creative Financial Designs
Indiana
$211K -$3.6K -23 -2%
LSIA
1749
LaSalle St. Investment Advisors
Illinois
$211K +$181K +1,156 New
DBIA
1750
Dumont & Blake Investment Advisors
New Jersey
$210K +$181K +1,153 New
68 69
70
71 72