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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
601
Valley Wealth Managers
New Jersey
$1.48M +$1.52M +13,142 New
HT
602
Heritage Trust
Oklahoma
$1.48M -$2.89K -25 -0.2%
FIM
603
Freedom Investment Management
Connecticut
$1.48M -$429K -3,711 -23%
FC
604
Ferris Capital
Massachusetts
$1.48M -$6.24K -54 -0.4%
BOS
605
Bank of Stockton
California
$1.48M +$78.1K +676 +5%
SYBT
606
Stock Yards Bank & Trust
Kentucky
$1.47M +$5.66K +49 +0.4%
LDB
607
Lee, Danner & Bass
Tennessee
$1.46M -$110K -953 -7%
LFAS
608
Level Four Advisory Services
Texas
$1.45M -$223K -1,929 -13%
AIL
609
AGF Investments LLC
Ontario, Canada
$1.45M +$1.41M +12,178 +1,829%
ECM
610
Everence Capital Management
Indiana
$1.44M -$161K -1,390 -10%
FMC
611
First Merchants Corp
Indiana
$1.43M +$23.1K +200 +2%
WCM
612
Weik Capital Management
Pennsylvania
$1.43M -$51.4K -445 -3%
AT
613
Arden Trust
Delaware
$1.42M -$90.6K -784 -6%
PTC
614
Private Trust Company
Ohio
$1.42M +$36.1K +312 +3%
BC
615
Burney Company
Virginia
$1.41M -$761K -6,583 -34%
CC
616
Claybrook Capital
Massachusetts
$1.41M – – –
RM
617
Resource Management
Louisiana
$1.4M – – –
CCA
618
Catalyst Capital Advisors
New York
$1.4M -$971K -8,400 -40%
CFMC
619
Curbstone Financial Management Corp
New Hampshire
$1.4M -$23.1K -200 -2%
SPC
620
Sigma Planning Corp
Michigan
$1.4M +$82K +709 +6%
AI
621
Atria Investments
North Carolina
$1.39M +$907K +7,842 +173%
TFA
622
Transamerica Financial Advisors
Florida
$1.39M -$50.2K -434 -3%
CCT
623
Chemung Canal Trust
New York
$1.39M -$1.94M -16,773 -58%
CCMD
624
Cypress Capital Management (Delaware)
Delaware
$1.39M -$23.1K -200 -2%
HTC
625
Haverford Trust Company
Pennsylvania
$1.38M – – –
23 24
25
26 27