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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
701
Transform Wealth
Colorado
$559K +$33.4K +396 +6%
AF
702
Arrow Financial
New York
$558K -$2.01M -23,845 -79%
MIM
703
Miller Investment Management
Pennsylvania
$558K – – –
USGIU
704
U.S. Global Investors (USGI)
Texas
$558K – – –
IWA
705
Intercontinental Wealth Advisors
Texas
$557K +$73.1K +866 +15%
CFA
706
Carroll Financial Associates
North Carolina
$554K -$86K -1,019 -14%
WA
707
Wealth Alliance
New York
$554K +$11.7K +139 +2%
CPWA
708
Cerro Pacific Wealth Advisors
California
$552K +$543K +6,437 New
SSA
709
South Street Advisors
New York
$551K +$542K +6,420 New
GT
710
Greenleaf Trust
Michigan
$550K +$36.1K +428 +7%
APA
711
American Portfolios Advisors
New York
$549K +$3.21K +38 +0.6%
NIG
712
NFJ Investment Group
Texas
$547K +$537K +6,366 +79,575%
FG
713
Fiduciary Group
Georgia
$545K – – –
ATC
714
Argent Trust Co
Tennessee
$544K +$17.1K +203 +3%
PG
715
Patten Group
Tennessee
$542K +$12.4K +147 +2%
PWM
716
PRW Wealth Management
Massachusetts
$542K +$533K +6,315 New
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$541K +$15.3K +181 +3%
GVAG
718
Great Valley Advisor Group
Delaware
$535K +$25.4K +301 +5%
EWM
719
Empirical Wealth Management
Washington
$531K +$35.7K +423 +7%
AC
720
Allstate Corporation
Illinois
$530K -$97.3K -1,153 -16%
SP
721
Symmetry Partners
Connecticut
$530K – – –
CA
722
Clearstead Advisors
Ohio
$529K -$5.66K -67 -1%
VDI
723
Vaughan David Investments
Illinois
$529K +$7.01K +83 +1%
TNA
724
True North Advisors
Texas
$529K +$26.1K +309 +5%
PP
725
Patron Partners
Texas
$528K +$53.2K +630 +11%
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