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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1901
Moisand Fitzgerald Tamayo
Florida
$70.1K – – –
CIAS
1902
CBIZ Investment Advisory Services
Ohio
$68.3K -$1.41K -9 -2%
TFIPS
1903
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.4K -$40.7K -260 -41%
BIAS
1904
Beacon Investment Advisory Services
New Jersey
$67.4K +$58K +370 New
EA
1905
Evolution Advisers
Virginia
$67K – – –
CWM
1906
Copia Wealth Management
Oregon
$66.1K – – –
WOSD
1907
WFA of San Diego
California
$66.1K – – –
BGA
1908
Battery Global Advisors
Massachusetts
$65.2K – – –
TFG
1909
Team Financial Group
California
$64.8K +$313 +2 +0.6%
JGIA
1910
Jackson Grant Investment Advisers
Connecticut
$63.8K – – –
OA
1911
Operose Advisors
Wisconsin
$63K – – –
PAI
1912
Pittenger & Anderson Inc
Nebraska
$62.3K – – –
MCM
1913
Manchester Capital Management
Vermont
$62.1K -$10K -64 -16%
PIS
1914
POM Investment Strategies
North Carolina
$61K +$44.3K +283 +544%
SC
1915
Steph & Co
Wisconsin
$60.3K -$9.4K -60 -15%
DWS
1916
Dynamic Wealth Strategies
California
$60.1K – – –
NECFA
1917
New England Capital Financial Advisors
Connecticut
$60K +$157 +1 +0.3%
GKIM
1918
GW&K Investment Management
Massachusetts
$60K +$784 +5 +2%
FWA
1919
Flagship Wealth Advisors
Massachusetts
$59.6K – – –
EI
1920
EFG International
$59.2K -$529K -3,379 -91%
MAM
1921
Morse Asset Management
Connecticut
$59.2K -$11.8K -75 -19%
EWM
1922
Evolution Wealth Management
Florida
$59K +$15.5K +99 +44%
WSFG
1923
Wall Street Financial Group
Illinois
$59K +$50.8K +324 New
FC
1924
Financial Consulate
Maryland
$57K -$313 -2 -0.6%
PWMG
1925
Private Wealth Management Group
New Jersey
$57K +$23.5K +150 +92%
75 76
77
78 79