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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
Conning Inc
Connecticut
$520K -$40.8K -520 -8%
AWM
702
Altium Wealth Management
New York
$519K -$10K -128 -2%
APA
703
American Portfolios Advisors
New York
$518K -$552K -7,032 -53%
S
704
Seeyond
France
$518K -$247K -3,150 -33%
MHI
705
Miller Howard Investments
New York
$516K +$26.5K +338 +6%
WA
706
Wealth Alliance
New York
$515K -$11.8K -151 -2%
IFAM
707
Institutional & Family Asset Management
Colorado
$513K – – –
HDIM
708
Hanson & Doremus Investment Management
Vermont
$511K -$35.2K -448 -7%
RIM
709
Regent Investment Management
Kentucky
$510K -$55.9K -712 -10%
CCFCSB
710
Cape Cod Five Cents Savings Bank
Massachusetts
$509K -$118K -1,500 -19%
CA
711
Clearstead Advisors
Ohio
$508K -$84.6K -1,078 -15%
APP
712
Avantax Planning Partners
Iowa
$508K -$72.6K -925 -13%
BRWM
713
B. Riley Wealth Management
Tennessee
$506K -$57.4K -731 -11%
RA
714
RFG Advisory
Alabama
$504K +$143K +1,821 +42%
SP
715
Symmetry Partners
Connecticut
$503K -$14.3K -182 -3%
ACG
716
Allen Capital Group
Nebraska
$503K -$1.1K -14 -0.2%
WIC
717
Wilkins Investment Counsel
Massachusetts
$503K – – –
PG
718
Patten Group
Tennessee
$503K +$18.8K +240 +4%
ATC
719
Argent Trust Co
Tennessee
$501K -$14.8K -188 -3%
CPC
720
Congress Park Capital
New York
$501K – – –
TW
721
Transform Wealth
Colorado
$499K +$82.5K +1,052 +21%
BTWM
722
Baker Tilly Wealth Management
Wisconsin
$499K +$232K +2,956 +93%
VDI
723
Vaughan David Investments
Illinois
$496K -$10.4K -133 -2%
EWA
724
EP Wealth Advisors
California
$496K +$152K +1,941 +47%
BSW
725
Buckingham Strategic Wealth
Missouri
$492K -$31.9K -407 -6%
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