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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1876
Acima Private Wealth
Virginia
$91.1K – – –
DSC
1877
Duncker Streett & Co
Missouri
$91.1K – – –
EWM
1878
Evermay Wealth Management
Virginia
$91.1K – – –
VWM
1879
Valley Wealth Managers
New Jersey
$91.1K – – –
FCAS
1880
First Command Advisory Services
Texas
$89.3K +$14.3K +91 +23%
PWA
1881
Portus Wealth Advisors
North Carolina
$88.4K +$76K +485 New
MEG
1882
Millstone Evans Group
Colorado
$87.6K – – –
GGI
1883
Godsey & Gibb Inc
Virginia
$87.1K -$31.7K -202 -30%
1NWS
1884
1 North Wealth Services
Maryland
$86.4K – – –
JFA
1885
JNBA Financial Advisors
Minnesota
$85.1K -$191K -1,216 -72%
JFGIW
1886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.7K -$33.5K -214 -32%
FAMI
1887
Fideuram Asset Management (Ireland)
$84.4K -$795K -5,076 -90%
SL
1888
Salomon & Ludwin
Virginia
$82.8K – – –
POIA
1889
Pin Oak Investment Advisors
Texas
$82K – – –
PWA
1890
Physician Wealth Advisors
Utah
$81.7K -$940 -6 -1%
MWA
1891
Medallion Wealth Advisors
Connecticut
$81.3K -$3.45K -22 -5%
PMFA
1892
Plante Moran Financial Advisors
Michigan
$80.3K -$54.7K -349 -44%
FS
1893
Financially Speaking
Colorado
$79.3K +$470 +3 +0.7%
AWM
1894
Activest Wealth Management
Florida
$74.1K +$1.1K +7 +2%
FGAM
1895
Financial Gravity Asset Management
Texas
$72.3K -$2.51K -16 -4%
WA
1896
Whipplewood Advisors
Colorado
$72.1K +$15K +96 +32%
IAAG
1897
Innovative Asset Advisors Group
Connecticut
$71K +$61.1K +390 New
MFT
1898
Moisand Fitzgerald Tamayo
Florida
$70.1K – – –
CIAS
1899
CBIZ Investment Advisory Services
Ohio
$68.3K -$1.41K -9 -2%
TFIPS
1900
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.4K -$40.7K -260 -41%
74 75
76
77 78