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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
601
Convergence Investment Partners
Florida
$1.47M -$19.6K -175 -1%
IFG
602
Independent Financial Group
California
$1.46M +$191K +1,706 +16%
MGIA
603
Moneta Group Investment Advisors
Missouri
$1.46M +$70.1K +626 +5%
VIM
604
Vinva Investment Management
Australia
$1.46M -$571K -5,093 -29%
UB
605
Umpqua Bank
Oregon
$1.45M +$22.6K +202 +2%
DF
606
Donoghue Forlines
Massachusetts
$1.45M +$49.6K +443 +4%
SFS
607
Sowell Financial Services
Arkansas
$1.45M -$24.4K -218 -2%
FIM
608
Fruth Investment Management
Texas
$1.45M -$33.6K -300 -2%
FMC
609
First Merchants Corp
Indiana
$1.43M -$245K -2,184 -15%
IWM
610
IHT Wealth Management
Illinois
$1.43M -$209K -1,869 -14%
PFA
611
Pathway Financial Advisers
Indiana
$1.42M -$6.16K -55 -0.5%
SCA
612
Snowden Capital Advisors
New York
$1.42M -$625K -5,581 -32%
DAS
613
Dynamic Advisor Solutions
Arizona
$1.42M -$27.6K -246 -2%
SC
614
Soundwatch Capital
Connecticut
$1.42M +$1.33M +11,894 New
IWC
615
Integrated Wealth Concepts
Massachusetts
$1.41M +$212K +1,891 +19%
TC
616
TownSquare Capital
Utah
$1.41M -$1.87M -16,666 -59%
PS
617
Principal Securities
Iowa
$1.41M -$555K -4,957 -30%
DWT
618
Dorsey & Whitney Trust
South Dakota
$1.4M -$449K -4,008 -25%
FPAS
619
Focus Partners Advisor Solutions
Missouri
$1.4M -$48.2K -430 -4%
EWA
620
EP Wealth Advisors
California
$1.4M +$151K +1,349 +13%
GWMR
621
GC Wealth Management RIA
Massachusetts
$1.39M +$1.31M +11,688 New
WJWM
622
Williams Jones Wealth Management
New York
$1.39M -$28K -250 -2%
JCM
623
Jacobi Capital Management
Pennsylvania
$1.39M +$51.2K +457 +4%
RCIM
624
Red Cedar Investment Management
Michigan
$1.38M – – –
SCM
625
Shelton Capital Management
Colorado
$1.38M -$5.49K -49 -0.4%
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