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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1751
J. Safra Asset Management
New York
$23K +$24K +178 New
MAM
1752
Meeder Asset Management
Ohio
$22.7K -$1.48K -11 -6%
CPG
1753
Cornerstone Planning Group
New Jersey
$22.6K +$21.1K +157 +7,850%
RWA
1754
Redmont Wealth Advisors
Illinois
$22.5K – – –
BAM
1755
Byrne Asset Management
New Jersey
$22.3K – – –
CWP
1756
Concord Wealth Partners
Virginia
$22.2K -$2.29K -17 -9%
CRI
1757
Commonwealth Retirement Investments
Virginia
$22.1K +$23K +171 New
HPWM
1758
High Point Wealth Management
New Jersey
$22.1K +$23K +171 New
NWM
1759
Nova Wealth Management
Florida
$22.1K -$4.04K -30 -15%
TC
1760
Truvestments Capital
Florida
$22.1K – – –
WA
1761
Walsh & Associates
Florida
$21.9K +$22.9K +170 New
WG
1762
Wellington Group
Indiana
$21.7K +$22.6K +168 New
BBPWM
1763
Blue Bell Private Wealth Management
Pennsylvania
$21.4K – – –
FUBT
1764
First United Bank & Trust
Maryland
$21.3K -$3.37K -25 -13%
GAFA
1765
Garton & Associates Financial Advisors
Kentucky
$21.2K +$22.1K +164 New
PWMG
1766
Private Wealth Management Group
New Jersey
$21K – – –
RBC
1767
Roble Belko & Company
Pennsylvania
$21K – – –
ATC
1768
Advantage Trust Company
Kansas
$20.9K – – –
KAS
1769
Kemnay Advisory Services
New York
$20.6K +$21.5K +160 New
SIS
1770
Strategic Investment Solutions
Illinois
$20.1K +$135 +1 +0.6%
BFS
1771
Burkett Financial Services
South Carolina
$19.7K +$135 +1 +0.7%
CIA
1772
Cape Investment Advisory
Georgia
$19.4K – – –
CFM
1773
Cornerstone Financial Management
Massachusetts
$19.4K +$20.2K +150 New
FC
1774
Fairscale Capital
New Hampshire
$19.1K +$135 +1 +0.7%
KFA
1775
Kelleher Financial Advisors
New York
$18.6K – – –
69 70
71
72 73