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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1851
Sovereign Financial Group
Connecticut
– -$212K -1,719 Closed
EWM
1852
Endowment Wealth Management
Wisconsin
– -$211K -1,711 Closed
PCP
1853
Proficio Capital Partners
Massachusetts
– -$211K -1,708 Closed
BW
1854
BIP Wealth
Georgia
– -$211K -1,707 Closed
PAMG
1855
Patton Albertson Miller Group
Tennessee
– -$210K -1,698 Closed
FTC
1856
Farmers Trust Company
Ohio
– -$209K -1,693 Closed
PPWM
1857
PFG Private Wealth Management
Florida
– -$207K -1,675 Closed
BRWM
1858
Blue Rock Wealth Management
North Carolina
– -$207K -1,674 Closed
CIG
1859
Cullen Investment Group
Louisiana
– -$205K -1,664 Closed
BFO
1860
Biltmore Family Office
North Carolina
– -$205K -1,659 Closed
APC
1861
Aspire Private Capital
North Carolina
– -$204K -1,656 Closed
HCC
1862
Hirtle Callaghan & Co
Pennsylvania
– -$204K -1,652 Closed
MPAM
1863
Murphy Pohlad Asset Management
Minnesota
– -$204K -1,650 Closed
BWM
1864
BNC Wealth Management
Oregon
– -$204K -1,649 Closed
BBA
1865
BLB&B Advisors
Pennsylvania
– -$203K -1,648 Closed
SIA
1866
Schear Investment Advisers
Ohio
– -$203K -1,645 Closed
GSC
1867
Ground Swell Capital
South Carolina
– -$203K -1,640 Closed
TTWM
1868
TCV Trust & Wealth Management
Virginia
– -$202K -1,632 Closed
WFI
1869
West Family Investments
California
– -$202K -1,632 Closed
NWWA
1870
New Wave Wealth Advisors
Arkansas
– -$201K -1,627 Closed
PBK
1871
Peoples Bank (Kansas)
Kansas
– -$168K -1,364 Closed
MME
1872
Meag Munich Ergo
Germany
– -$165K -1,334 Closed
CWC
1873
Carolinas Wealth Consulting
North Carolina
– -$162K -1,311 Closed
GFPC
1874
Global Financial Private Client
Florida
– -$136K -1,102 Closed
CA
1875
Continuum Advisory
Idaho
– -$136K -1,099 Closed
73 74
75
76 77