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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1951
First United Bank & Trust
Maryland
$27.9K – – –
CFM
1952
Compass Financial Management
Florida
$27.5K +$27K +157 New
ATC
1953
Advantage Trust Company
Kansas
$27.4K – – –
AFC
1954
Ares Financial Consulting
California
$26.5K +$3.44K +20 +15%
AI
1955
AXS Investments
New York
$26.4K -$4.13K -24 -13%
BFS
1956
Burkett Financial Services
South Carolina
$26.1K +$172 +1 +0.7%
AIM
1957
Axiom Investment Management
New York
$25.4K – – –
FC
1958
Fairscale Capital
New Hampshire
$25.3K +$172 +1 +0.7%
S
1959
Sachetta
Massachusetts
$24.9K +$3.96K +23 +19%
NFSG
1960
Newbridge Financial Services Group
Florida
$24.7K – – –
SIS
1961
Strategic Investment Solutions
Illinois
$24.6K -$1.55K -9 -6%
JGCM
1962
Joseph Group Capital Management
Ohio
$24.3K +$5.68K +33 +30%
CCMI
1963
Creative Capital Management Investments
California
$24.2K +$7.4K +43 +43%
PMFA
1964
Plante Moran Financial Advisors
Michigan
$24K -$51.5K -299 -68%
BBPWM
1965
Blue Bell Private Wealth Management
Pennsylvania
$24K -$3.1K -18 -11%
RBC
1966
Roble Belko & Company
Pennsylvania
$24K – – –
BWL
1967
Bogart Wealth LLC
Virginia
$23.9K +$3.1K +18 +15%
BFS
1968
Beacon Financial Strategies
North Carolina
$23.3K – – –
PF
1969
PlanVest Financial
Maryland
$23.2K – – –
UOTTAIMCU
1970
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22.3K -$9.47K -55 -29%
ASA
1971
Axxion S.A.
Luxembourg
$22.3K +$22.7K +132 New
HWA
1972
Heritage Wealth Advisors
Virginia
$22.1K – – –
AT
1973
Arlington Trust
Alabama
$21.8K +$8.09K +47 +57%
STB
1974
S&T Bank
Pennsylvania
$21.6K +$172 +1 +0.8%
DF
1975
Downshift Financial
Colorado
$21.5K +$21.9K +127 New
77 78
79
80 81