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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
526
IFP Advisors
Florida
$3.25M -$85.4K -496 -3%
CFB
527
Cullen/Frost Bankers
Texas
$3.25M +$74.7K +434 +2%
AI
528
Atria Investments
North Carolina
$3.22M +$112K +648 +4%
BCM
529
Becker Capital Management
Oregon
$3.22M -$25.5K -148 -0.8%
PCIA
530
Prime Capital Investment Advisors
Kansas
$3.21M -$13.9K -81 -0.4%
MIF
531
Mediolanum International Funds
Ireland
$3.2M -$39.4K -229 -1%
CT
532
Caldwell Trust
Florida
$3.19M +$47.7K +277 +1%
IAIM
533
International Assets Investment Management
Florida
$3.18M -$197K -1,144 -6%
GWMR
534
GC Wealth Management RIA
Massachusetts
$3.18M +$55.1K +320 +2%
HSA
535
HBK Sorce Advisory
Pennsylvania
$3.17M -$84.5K -491 -3%
AC
536
Agman Capital
Nebraska
$3.17M +$28.2M +163,932 +832%
SAM
537
Silvercrest Asset Management
New York
$3.17M -$135K -782 -4%
GWM
538
Geneos Wealth Management
Colorado
$3.11M +$9.47K +55 +0.3%
DT
539
Diversified Trust
Tennessee
$3.11M -$639K -3,713 -17%
MP
540
McDonald Partners
Ohio
$3.05M -$4.65M -27,025 -60%
AC
541
AlphaCore Capital
California
$3.01M +$1.37M +7,937 +80%
LNWTC
542
Laird Norton Wetherby Trust Company
Washington
$3.01M -$130K -754 -4%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$3M +$32.9K +191 +1%
AWM
544
Apollon Wealth Management
South Carolina
$3M +$730K +4,239 +31%
EI
545
Ethic Inc
New York
$3M +$93.1K +541 +3%
CG
546
Caprock Group
Idaho
$2.96M +$41.5K +241 +1%
SWP
547
Stratos Wealth Partners
Ohio
$2.96M -$275K -1,597 -8%
APWM
548
Argonautica Private Wealth Management
Massachusetts
$2.95M -$90.5K -526 -3%
MA
549
Mutual Advisors
Nebraska
$2.92M +$51.3K +298 +2%
GI
550
GAMMA Investing
California
$2.91M +$195K +1,130 +7%
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