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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
651
Moneta Group Investment Advisors
Missouri
$798K -$39K -457 -4%
SIMM
652
Stillwater Investment Management (Minnesota)
Minnesota
$798K +$9.21K +108 +1%
MWM
653
Marion Wealth Management
Pennsylvania
$798K +$102K +1,202 +14%
FFA
654
First Foundation Advisors
California
$798K +$842K +9,881 New
IRC
655
Investors Research Corp
Georgia
$785K – – –
PG
656
Patten Group
Tennessee
$785K +$170 +2 +0%
DP
657
Dearborn Partners
Illinois
$785K +$12.5K +147 +2%
CC
658
Cannell & Co
New York
$783K – – –
HIP
659
HUB Investment Partners
Texas
$773K -$1.34M -15,708 -62%
CANY
660
Caxton Associates (New York)
New York
$770K +$219K +2,566 +37%
FNT
661
First National Trust
Pennsylvania
$762K +$3.41K +40 +0.4%
JWM
662
Jupiter Wealth Management
Colorado
$762K +$805K +9,450 New
JCM
663
Jacobi Capital Management
Pennsylvania
$761K +$3.32K +39 +0.4%
MNBTD
664
Moody National Bank Trust Division
Texas
$761K +$368K +4,312 +84%
NL
665
NVWM LLC
Pennsylvania
$757K +$800K +9,381 New
BPA
666
Beacon Pointe Advisors
California
$756K -$21.3K -250 -3%
IC
667
IEQ Capital
California
$756K +$123K +1,438 +18%
BL
668
Balentine LLC
Georgia
$753K -$1.93M -22,644 -71%
PPW
669
Parcion Private Wealth
Washington
$744K – – –
BCV
670
Banque Cantonale Vaudoise
Switzerland
$743K -$545K -6,400 -41%
DFA
671
Delta Financial Advisors
Louisiana
$743K +$85 +1 +0%
MAM
672
Mystic Asset Management
Rhode Island
$738K -$10.7K -125 -1%
VWA
673
V Wealth Advisors
Kansas
$736K -$29.6K -347 -4%
UIM
674
USS Investment Management
United Kingdom
$735K -$3.03M -35,495 -80%
RP
675
Rowlandmiller & Partners
Georgia
$734K – – –
25 26
27
28 29