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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
Able Wealth Management
New Jersey
$5.71K +$5.14K +43 New
CMA
1752
Cedar Mountain Advisors
Oregon
$5.59K – – –
HCM
1753
Horrell Capital Management
Arkansas
$5K – – –
OLVIG
1754
Oliver Lagore Vanvalin Investment Group
Michigan
$4.96K -$11.8K -99 -73%
DPW
1755
DiNuzzo Private Wealth
Pennsylvania
$4.53K +$4.06K +34 New
PCMC
1756
Planning Capital Management Corporation
Pennsylvania
$4.39K +$3.94K +33 New
DF
1757
Dunhill Financial
United Kingdom
$4.33K +$3.94K +33 New
CQS
1758
Credential Qtrade Securities
$4.26K – – –
T
1759
Tidemark
California
$4.13K +$3.71K +31 New
PVH
1760
Psagot Value Holdings
Israel
$4K – – –
HWP
1761
Highline Wealth Partners
California
$3.99K – – –
CTC
1762
Cetera Trust Company
Minnesota
$3.99K +$3.59K +30 New
PCWA
1763
Pacific Capital Wealth Advisors
California
$3.99K +$3.59K +30 New
CFS
1764
CGC Financial Services
Oregon
$3.73K – – –
TCPG
1765
Trivant Custom Portfolio Group
California
$3.33K – – –
DAM
1766
Delta Asset Management
Tennessee
$3.33K +$956 +8 +47%
FWM
1767
FSA Wealth Management
Massachusetts
$3K +$2.99K +25 New
FCG
1768
Financial Connections Group
California
$3K +$3.59K +30 New
MIM
1769
Macroview Investment Management
Maryland
$2.8K -$4.18K -35 -63%
IHWM
1770
Iron Horse Wealth Management
Iowa
$2.66K – – –
HF
1771
Halpern Financial
Virginia
$2.58K +$2.27K +19 New
CTB
1772
Country Trust Bank
Illinois
$2.53K – – –
HWA
1773
Heritage Wealth Advisors
Virginia
$2.13K -$19.5K -163 -91%
SHIM
1774
Stone House Investment Management
Pennsylvania
$2.07K -$5.38K -45 -74%
VNIM
1775
Vaughan Nelson Investment Management
Texas
$2K +$1.79K +15 New
69 70
71
72 73