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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
701
Peoples Bank (Ohio)
Ohio
$569K -$12.2K -145 -2%
MIM
702
MTM Investment Management
South Carolina
$566K – – –
AFIA
703
America First Investment Advisors
Nebraska
$565K – – –
CAAS
704
Capital Asset Advisory Services
Michigan
$564K +$47.3K +560 +9%
HIA
705
Harbor Investment Advisory
Maryland
$563K +$4.73K +56 +0.9%
TW
706
Transform Wealth
Colorado
$559K +$33.4K +396 +6%
AF
707
Arrow Financial
New York
$558K -$2.01M -23,845 -79%
MIM
708
Miller Investment Management
Pennsylvania
$558K – – –
USGIU
709
U.S. Global Investors (USGI)
Texas
$558K – – –
IWA
710
Intercontinental Wealth Advisors
Texas
$557K +$73.1K +866 +15%
CFA
711
Carroll Financial Associates
North Carolina
$554K -$86K -1,019 -14%
WA
712
Wealth Alliance
New York
$554K +$11.7K +139 +2%
CPWA
713
Cerro Pacific Wealth Advisors
California
$552K +$543K +6,437 New
SSA
714
South Street Advisors
New York
$551K +$542K +6,420 New
GT
715
Greenleaf Trust
Michigan
$550K +$36.1K +428 +7%
APA
716
American Portfolios Advisors
New York
$549K +$3.21K +38 +0.6%
NIG
717
NFJ Investment Group
Texas
$547K +$537K +6,366 +79,575%
FG
718
Fiduciary Group
Georgia
$545K – – –
ATC
719
Argent Trust Co
Tennessee
$544K +$17.1K +203 +3%
PG
720
Patten Group
Tennessee
$542K +$12.4K +147 +2%
PWM
721
PRW Wealth Management
Massachusetts
$542K +$533K +6,315 New
BTWM
722
Baker Tilly Wealth Management
Wisconsin
$541K +$15.3K +181 +3%
GVAG
723
Great Valley Advisor Group
Delaware
$535K +$25.4K +301 +5%
EWM
724
Empirical Wealth Management
Washington
$531K +$35.7K +423 +7%
AC
725
Allstate Corporation
Illinois
$530K -$97.3K -1,153 -16%
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