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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1951
Sachetta
Massachusetts
$24.9K +$3.96K +23 +19%
NFSG
1952
Newbridge Financial Services Group
Florida
$24.7K – – –
SIS
1953
Strategic Investment Solutions
Illinois
$24.6K -$1.55K -9 -6%
JGCM
1954
Joseph Group Capital Management
Ohio
$24.3K +$5.68K +33 +30%
CCMI
1955
Creative Capital Management Investments
California
$24.2K +$7.4K +43 +43%
PMFA
1956
Plante Moran Financial Advisors
Michigan
$24K -$51.5K -299 -68%
BBPWM
1957
Blue Bell Private Wealth Management
Pennsylvania
$24K -$3.1K -18 -11%
RBC
1958
Roble Belko & Company
Pennsylvania
$24K – – –
BWL
1959
Bogart Wealth LLC
Virginia
$23.9K +$3.1K +18 +15%
BFS
1960
Beacon Financial Strategies
North Carolina
$23.3K – – –
PF
1961
PlanVest Financial
Maryland
$23.2K – – –
UOTTAIMCU
1962
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22.3K -$9.47K -55 -29%
ASA
1963
Axxion S.A.
Luxembourg
$22.3K +$22.7K +132 New
HWA
1964
Heritage Wealth Advisors
Virginia
$22.1K – – –
AT
1965
Arlington Trust
Alabama
$21.8K +$8.09K +47 +57%
STB
1966
S&T Bank
Pennsylvania
$21.6K +$172 +1 +0.8%
DF
1967
Downshift Financial
Colorado
$21.5K +$21.9K +127 New
3FI
1968
3 Factor Indexing
California
$20.8K – – –
MEG
1969
Millstone Evans Group
Colorado
$20.5K -$62K -360 -75%
OW
1970
Olistico Wealth
Oklahoma
$20.1K – – –
MCA
1971
McGuire Capital Advisors
Oklahoma
$19.9K -$255K -1,479 -93%
MNA
1972
Manning & Napier Advisors
New York
$19.8K +$19.6K +114 New
AI
1973
Arvest Investments
Arkansas
$19.8K +$20.1K +117 New
RCM
1974
Richardson Capital Management
Wisconsin
$19.4K – – –
HWP
1975
Highline Wealth Partners
California
$19.3K +$7.57K +44 +63%
77 78
79
80 81