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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
501
HB Wealth Management
Georgia
$2.6M +$137K +1,013 +5%
DA
502
DCM Advisors
New York
$2.6M – – –
IWA
503
Icon Wealth Advisors
Texas
$2.59M +$88.3K +654 +3%
RCIM
504
Red Cedar Investment Management
Michigan
$2.58M – – –
NB
505
Norinchukin Bank
Japan
$2.55M +$475K +3,516 +22%
EF
506
Empirical Finance
Pennsylvania
$2.53M +$35.2K +261 +1%
ST
507
Somerset Trust
Pennsylvania
$2.52M -$22.7K -168 -0.9%
CHC
508
City Holding Co
West Virginia
$2.51M -$67.5K -500 -3%
WS
509
Wedbush Securities
California
$2.49M -$247K -1,829 -9%
YIH
510
Y-Intercept (HK)
Hong Kong
$2.49M -$1.01M -7,481 -28%
CFB
511
Cullen/Frost Bankers
Texas
$2.48M -$33.2K -246 -1%
ACM
512
Argyle Capital Management
Pennsylvania
$2.47M +$127K +940 +5%
SP
513
SWS Partners
Ohio
$2.45M -$824K -6,100 -25%
SCA
514
Snowden Capital Advisors
New York
$2.45M -$5.67K -42 -0.2%
QCM
515
Qsemble Capital Management
New York
$2.44M +$2.51M +18,591 New
BCI
516
Brinker Capital Investments
Pennsylvania
$2.44M -$573K -4,247 -19%
OPS
517
Orion Portfolio Solutions
Nebraska
$2.44M -$573K -4,247 -19%
NAM
518
NorthCrest Asset Manangement
Minnesota
$2.43M +$5K +37 +0.2%
AIMCA
519
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.43M +$2.5M +18,500 New
MPPW
520
Mitchell & Pahl Private Wealth
Oklahoma
$2.42M +$75.6K +560 +3%
APP
521
Avantax Planning Partners
Iowa
$2.41M -$171K -1,267 -6%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$2.41M – – –
AWM
523
AE Wealth Management
Kansas
$2.38M -$424K -3,141 -15%
XF
524
XML Financial
Maryland
$2.34M +$101K +747 +4%
CIP
525
Convergence Investment Partners
Florida
$2.34M -$46.6K -345 -2%
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