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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1926
Navigoe Wealth Management
California
$35K +$1.55K +9 +5%
AAG
1927
Accordant Advisory Group
Maryland
$33.8K – – –
DWA
1928
Delos Wealth Advisors
Texas
$33.8K – – –
GA
1929
GoalVest Advisory
New York
$33.8K – – –
RF
1930
Robinswood Financial
Washington
$33.8K – – –
CMP
1931
Coston McIsaac & Partners
Maine
$33K – – –
VR
1932
Vision Retirement
New Jersey
$32.1K – – –
GTAM
1933
Global Trust Asset Management
Florida
$31.9K -$60.6K -352 -65%
SCM
1934
Silvant Capital Management
Georgia
$31.4K – – –
CIA
1935
Cape Investment Advisory
Georgia
$31.4K +$32K +186 New
FA
1936
Fedenia Advisers
Wisconsin
$31.4K +$32K +186 New
HI
1937
Hoey Investments
Pennsylvania
$31.1K – – –
PWMG
1938
Private Wealth Management Group
New Jersey
$30.9K -$22.4K -130 -42%
EFMH
1939
E Fund Management (HK)
Hong Kong
$30.8K -$361K -2,098 -92%
BDPWM
1940
Barnes Dennig Private Wealth Management
Ohio
$30.1K – – –
JSAM
1941
J. Safra Asset Management
New York
$30.1K – – –
FPB
1942
First PREMIER Bank
South Dakota
$30K – – –
HPWM
1943
High Point Wealth Management
New Jersey
$29.4K +$344 +2 +1%
CWP
1944
Concord Wealth Partners
Virginia
$29.3K +$29.8K +173 New
BAM
1945
Byrne Asset Management
New Jersey
$29.2K – – –
CRI
1946
Commonwealth Retirement Investments
Virginia
$29.1K +$29.6K +172 New
SDIC
1947
South Dakota Investment Council
South Dakota
$29K -$181K -1,051 -86%
KFA
1948
Kelleher Financial Advisors
New York
$28.9K +$29.4K +171 New
WA
1949
Walsh & Associates
Florida
$28.7K – – –
KAS
1950
Kemnay Advisory Services
New York
$28.6K +$2.41K +14 +9%
76 77
78
79 80