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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1976
J. Safra Asset Management
New York
$32.4K – – –
BAM
1977
Byrne Asset Management
New Jersey
$31.5K – – –
HPWM
1978
High Point Wealth Management
New Jersey
$31.4K +$157 +1 +0.6%
NWM
1979
Nova Wealth Management
Florida
$31.2K – – –
TC
1980
Truvestments Capital
Florida
$31.2K – – –
WA
1981
Walsh & Associates
Florida
$31K – – –
WG
1982
Wellington Group
Indiana
$30.6K – – –
CFM
1983
Cornerstone Financial Management
Massachusetts
$30.2K +$2.51K +16 +11%
FUBT
1984
First United Bank & Trust
Maryland
$30.1K – – –
ATC
1985
Advantage Trust Company
Kansas
$29.5K – – –
BBPWM
1986
Blue Bell Private Wealth Management
Pennsylvania
$29.1K -$940 -6 -4%
FF
1987
Friedenthal Financial
New Jersey
$28.6K -$1.16M -7,432 -98%
KAS
1988
Kemnay Advisory Services
New York
$28.2K -$784 -5 -3%
SIS
1989
Strategic Investment Solutions
Illinois
$28.2K -$313 -2 -1%
C
1990
Covestor
United Kingdom
$28K -$9.09K -58 -27%
BFS
1991
Burkett Financial Services
South Carolina
$28K +$157 +1 +0.7%
AIM
1992
Axiom Investment Management
New York
$27.3K +$23.5K +150 New
FC
1993
Fairscale Capital
New Hampshire
$27.1K +$157 +1 +0.7%
NFSG
1994
Newbridge Financial Services Group
Florida
$26.6K +$11.8K +75 +106%
OWA
1995
Opal Wealth Advisors
New York
$26.2K +$22.6K +144 New
RBC
1996
Roble Belko & Company
Pennsylvania
$26K -$3.13K -20 -12%
TGY2IT
1997
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$25.9K +$22.3K +142 New
BFS
1998
Beacon Financial Strategies
North Carolina
$25.1K – – –
DWM
1999
Dogwood Wealth Management
Kansas
$25.1K +$15.5K +99 +254%
PF
2000
PlanVest Financial
Maryland
$25K +$21.5K +137 New
78 79
80
81 82