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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1901
Beacon Investment Advisory Services
New Jersey
$67.4K +$58K +370 New
EA
1902
Evolution Advisers
Virginia
$67K – – –
CWM
1903
Copia Wealth Management
Oregon
$66.1K – – –
WOSD
1904
WFA of San Diego
California
$66.1K – – –
BGA
1905
Battery Global Advisors
Massachusetts
$65.2K – – –
TFG
1906
Team Financial Group
California
$64.8K +$313 +2 +0.6%
JGIA
1907
Jackson Grant Investment Advisers
Connecticut
$63.8K – – –
OA
1908
Operose Advisors
Wisconsin
$63K – – –
PAI
1909
Pittenger & Anderson Inc
Nebraska
$62.3K – – –
MCM
1910
Manchester Capital Management
Vermont
$62.1K -$10K -64 -16%
PIS
1911
POM Investment Strategies
North Carolina
$61K +$44.3K +283 +544%
SC
1912
Steph & Co
Wisconsin
$60.3K -$9.4K -60 -15%
DWS
1913
Dynamic Wealth Strategies
California
$60.1K – – –
NECFA
1914
New England Capital Financial Advisors
Connecticut
$60K +$157 +1 +0.3%
GKIM
1915
GW&K Investment Management
Massachusetts
$60K +$784 +5 +2%
FWA
1916
Flagship Wealth Advisors
Massachusetts
$59.6K – – –
EI
1917
EFG International
$59.2K -$529K -3,379 -91%
MAM
1918
Morse Asset Management
Connecticut
$59.2K -$11.8K -75 -19%
EWM
1919
Evolution Wealth Management
Florida
$59K +$15.5K +99 +44%
WSFG
1920
Wall Street Financial Group
Illinois
$59K +$50.8K +324 New
FC
1921
Financial Consulate
Maryland
$57K -$313 -2 -0.6%
PWMG
1922
Private Wealth Management Group
New Jersey
$57K +$23.5K +150 +92%
PL
1923
Protective Life
Alabama
$56.8K +$48.9K +312 New
GWSA
1924
Global Wealth Strategies & Associates
Colorado
$56.7K – – –
QWM
1925
Quaker Wealth Management
New Jersey
$56.1K -$35.1K -224 -42%
75 76
77
78 79