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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
676
V Wealth Advisors
Kansas
$979K +$112K +1,152 +13%
BSW
677
Buckingham Strategic Wealth
Missouri
$979K +$11.3K +116 +1%
SC
678
Savant Capital
Illinois
$969K +$101K +1,038 +11%
IC
679
IEQ Capital
California
$954K -$28.4K -292 -3%
AIM
680
Aquila Investment Management
New York
$954K -$97.2K -1,000 -9%
MGIA
681
Moneta Group Investment Advisors
Missouri
$953K +$4.86K +50 +0.5%
BFG
682
Bleakley Financial Group
New Jersey
$950K +$36.7K +378 +4%
SS
683
Simplicity Solutions
Minnesota
$950K +$36K +370 +4%
OAM
684
Ostrum Asset Management
France
$933K +$778 +8 +0.1%
MNBTD
685
Moody National Bank Trust Division
Texas
$931K +$15.1K +155 +2%
CC
686
Cannell & Co
New York
$926K – – –
BW
687
Basepoint Wealth
Iowa
$924K -$8.65K -89 -0.9%
SWM
688
SeaCrest Wealth Management
New York
$914K -$61K -628 -6%
SC
689
Searle & Co
Connecticut
$911K +$1.17K +12 +0.1%
CAWM
690
Capital Advisors Wealth Management
Washington
$910K +$216K +2,217 +30%
DT
691
Diversified Trust
Tennessee
$909K +$11.1K +114 +1%
ISWM
692
Independent Solutions Wealth Management
New York
$905K +$624K +6,424 +210%
FNT
693
First National Trust
Pennsylvania
$899K -$28.1K -289 -3%
LBC
694
Lowe Brockenbrough & Co
Virginia
$899K – – –
SCM
695
Stevens Capital Management
Pennsylvania
$895K +$195K +2,010 +27%
IF
696
Intrua Financial
Texas
$894K +$78.3K +805 +9%
SW
697
SVB Wealth
Massachusetts
$893K -$94K -967 -9%
JCM
698
Jacobi Capital Management
Pennsylvania
$892K -$292 -3 -0%
IRC
699
Investors Research Corp
Georgia
$891K -$7.29K -75 -0.8%
PG
700
Patten Group
Tennessee
$890K – – –
26 27
28
29 30