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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1926
Cape Investment Advisory
Georgia
$31.4K +$32K +186 New
FA
1927
Fedenia Advisers
Wisconsin
$31.4K +$32K +186 New
HI
1928
Hoey Investments
Pennsylvania
$31.1K – – –
PWMG
1929
Private Wealth Management Group
New Jersey
$30.9K -$22.4K -130 -42%
EFMH
1930
E Fund Management (HK)
Hong Kong
$30.8K -$361K -2,098 -92%
WG
1931
Wellington Group
Indiana
$30.6K – – –
BDPWM
1932
Barnes Dennig Private Wealth Management
Ohio
$30.1K – – –
JSAM
1933
J. Safra Asset Management
New York
$30.1K – – –
FPB
1934
First PREMIER Bank
South Dakota
$30K – – –
HPWM
1935
High Point Wealth Management
New Jersey
$29.4K +$344 +2 +1%
CWP
1936
Concord Wealth Partners
Virginia
$29.3K +$29.8K +173 New
BAM
1937
Byrne Asset Management
New Jersey
$29.2K – – –
CRI
1938
Commonwealth Retirement Investments
Virginia
$29.1K +$29.6K +172 New
SDIC
1939
South Dakota Investment Council
South Dakota
$29K -$181K -1,051 -86%
KFA
1940
Kelleher Financial Advisors
New York
$28.9K +$29.4K +171 New
WA
1941
Walsh & Associates
Florida
$28.7K – – –
KAS
1942
Kemnay Advisory Services
New York
$28.6K +$2.41K +14 +9%
FUBT
1943
First United Bank & Trust
Maryland
$27.9K – – –
CFM
1944
Compass Financial Management
Florida
$27.5K +$27K +157 New
ATC
1945
Advantage Trust Company
Kansas
$27.4K – – –
AFC
1946
Ares Financial Consulting
California
$26.5K +$3.44K +20 +15%
AI
1947
AXS Investments
New York
$26.4K -$4.13K -24 -13%
BFS
1948
Burkett Financial Services
South Carolina
$26.1K +$172 +1 +0.7%
AIM
1949
Axiom Investment Management
New York
$25.4K – – –
FC
1950
Fairscale Capital
New Hampshire
$25.3K +$172 +1 +0.7%
76 77
78
79 80