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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1926
Two Sigma Securities
New York
– -$373K -2,585 Closed
CCM
1927
Carlson Capital Management
Minnesota
– -$343K -2,575 Closed
GBWM
1928
Granite Bay Wealth Management
New Hampshire
– -$301K -2,520 Closed
WIM
1929
Warwick Investment Management
Texas
– -$319K -2,395 Closed
CFA
1930
CWS Financial Advisors
Michigan
– -$316K -2,372 Closed
WFA
1931
Websterrogers Financial Advisors
South Carolina
– -$309K -2,318 Closed
LCWP
1932
Legacy Capital Wealth Partners
Arkansas
– -$301K -2,258 Closed
DI
1933
DAGCO Inc
Ohio
– -$299K -2,248 Closed
GSWM
1934
Greenup Street Wealth Management
Michigan
– -$295K -2,219 Closed
AWCI
1935
Alpine Woods Capital Investors
New York
– -$271K -2,038 Closed
ATIA
1936
American Trust Investment Advisors
New Hampshire
– -$260K -1,955 Closed
EHWM
1937
Eads & Heald Wealth Management
Georgia
– -$258K -1,941 Closed
VIM
1938
Vinva Investment Management
Australia
– -$255K -1,917 Closed
WA
1939
Waddell & Associates
Tennessee
– -$244K -1,776 Closed
FA
1940
Fermata Advisors
California
– -$234K -1,755 Closed
CWM
1941
Curi Wealth Management
North Carolina
– -$230K -1,724 Closed
BTWM
1942
Baker Tilly Wealth Management
Wisconsin
– -$219K -1,645 Closed
AWA
1943
Alaska Wealth Advisors
Alaska
– -$216K -1,622 Closed
MWM
1944
Meridian Wealth Management
Kentucky
– -$213K -1,600 Closed
SCA
1945
Sippican Capital Advisors
Massachusetts
– -$211K -1,582 Closed
PCS
1946
Personal CFO Solutions
New Jersey
– -$208K -1,559 Closed
SFG
1947
Sunburst Financial Group
Alabama
– -$200K -1,503 Closed
SA
1948
Scarborough Advisors
Maryland
– -$174K -1,310 Closed
PS
1949
Planned Solutions
California
– -$130K -980 Closed
OP
1950
ORG Partners
Indiana
– -$125K -941 Closed
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