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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
676
Buckingham Strategic Wealth
Missouri
$979K +$11.3K +116 +1%
SC
677
Savant Capital
Illinois
$969K +$101K +1,038 +11%
IC
678
IEQ Capital
California
$954K -$28.4K -292 -3%
AIM
679
Aquila Investment Management
New York
$954K -$97.2K -1,000 -9%
MGIA
680
Moneta Group Investment Advisors
Missouri
$953K +$4.86K +50 +0.5%
BFG
681
Bleakley Financial Group
New Jersey
$950K +$36.7K +378 +4%
SS
682
Simplicity Solutions
Minnesota
$950K +$36K +370 +4%
OAM
683
Ostrum Asset Management
France
$933K +$778 +8 +0.1%
MNBTD
684
Moody National Bank Trust Division
Texas
$931K +$15.1K +155 +2%
CC
685
Cannell & Co
New York
$926K – – –
BW
686
Basepoint Wealth
Iowa
$924K -$8.65K -89 -0.9%
SWM
687
SeaCrest Wealth Management
New York
$914K -$61K -628 -6%
SC
688
Searle & Co
Connecticut
$911K +$1.17K +12 +0.1%
CAWM
689
Capital Advisors Wealth Management
Washington
$910K +$216K +2,217 +30%
DT
690
Diversified Trust
Tennessee
$909K +$11.1K +114 +1%
ISWM
691
Independent Solutions Wealth Management
New York
$905K +$624K +6,424 +210%
FNT
692
First National Trust
Pennsylvania
$899K -$28.1K -289 -3%
LBC
693
Lowe Brockenbrough & Co
Virginia
$899K – – –
SCM
694
Stevens Capital Management
Pennsylvania
$895K +$195K +2,010 +27%
IF
695
Intrua Financial
Texas
$894K +$78.3K +805 +9%
SW
696
SVB Wealth
Massachusetts
$893K -$94K -967 -9%
JCM
697
Jacobi Capital Management
Pennsylvania
$892K -$292 -3 -0%
IRC
698
Investors Research Corp
Georgia
$891K -$7.29K -75 -0.8%
PG
699
Patten Group
Tennessee
$890K – – –
NICM
700
Neo Ivy Capital Management
New York
$881K +$898K +9,237 New
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