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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1926
Scarborough Advisors
Maryland
– -$206K -1,567 Closed
PWM
1927
Paulson Wealth Management
Illinois
– -$206K -1,564 Closed
FPGT
1928
Financial Partners Group (Tennessee)
Tennessee
– -$204K -1,553 Closed
BW
1929
BIP Wealth
Georgia
– -$204K -1,549 Closed
MWM
1930
Meridian Wealth Management
Kentucky
– -$203K -1,542 Closed
SPA
1931
Sherbrooke Park Advisers
New York
– -$202K -1,537 Closed
SWA
1932
SFMG Wealth Advisors
Texas
– -$202K -1,534 Closed
SRA
1933
Secured Retirement Advisors
Minnesota
– -$202K -1,533 Closed
CCA
1934
Childress Capital Advisors
Texas
– -$201K -1,532 Closed
CG
1935
Cynosure Group
Utah
– -$201K -1,529 Closed
LIM
1936
Loudon Investment Management
New Hampshire
– -$201K -1,527 Closed
AA
1937
Alta Advisers
United Kingdom
– -$184K -1,400 Closed
KACA
1938
Kayne Anderson Capital Advisors
California
– -$179K -1,361 Closed
JPWM
1939
Jamison Private Wealth Management
Georgia
– -$166K -1,263 Closed
ATS
1940
Ashton Thomas Securities
New York
– -$138K -1,051 Closed
PS
1941
Planned Solutions
California
– -$129K -980 Closed
MFA
1942
McClarren Financial Advisors
Pennsylvania
– -$199K -655 Closed
PWM
1943
Partnership Wealth Management
Maryland
– -$72.3K -550 Closed
LFA
1944
Livelsberger Financial Advisory
Ohio
– -$57.3K -436 Closed
LJHT
1945
Laurie J. Hall Trustee
– -$51K -389 Closed
CA
1946
Claris Advisors
Missouri
– -$46.3K -352 Closed
DWS
1947
Dynamic Wealth Strategies
California
– -$45K -341 Closed
PHK
1948
Point72 Hong Kong
Hong Kong
– -$40K -304 Closed
RA
1949
Rational Advisors
New York
– -$38.8K -295 Closed
NC
1950
nVerses Capital
Florida
– -$26.3K -200 Closed