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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
701
Karpas Strategies
Connecticut
$769K – – –
BOH
702
Bank of Hawaii
Hawaii
$768K +$10.1K +120 +1%
FNBTCON
703
First National Bank & Trust Co of Newtown
Pennsylvania
$759K -$42.2K -502 -5%
HVIA
704
Hudson Valley Investment Advisors
New York
$757K -$147K -1,750 -17%
OSAM
705
O'Shaughnessy Asset Management
Connecticut
$754K +$307K +3,650 +72%
LW
706
Linscomb Wealth
Texas
$751K +$61.3K +729 +9%
CM
707
CoreCommodity Management
Connecticut
$749K -$7.49K -89 -1%
CM
708
Castleark Management
Illinois
$747K +$728K +8,648 New
CP
709
Covenant Partners
Tennessee
$741K +$722K +8,580 New
NSIM
710
North Star Investment Management
Illinois
$738K +$337 +4 +0%
TAIM
711
TD Ameritrade Investment Management
Nebraska
$738K +$49.3K +586 +7%
EF
712
Empirical Finance
Pennsylvania
$735K +$154K +1,829 +27%
BWM
713
BerganKDV Wealth Management
Minnesota
$734K +$16.5K +196 +2%
VCA
714
Verdence Capital Advisors
Maryland
$729K +$24.6K +292 +4%
ECG
715
Edge Capital Group
Georgia
$727K +$1.01K +12 +0.1%
GCM
716
Graham Capital Management
Connecticut
$724K +$705K +8,384 New
BCCM
717
Bridge Creek Capital Management
Massachusetts
$722K -$1.5M -17,785 -68%
WA1
718
Wimmer Associates 1
California
$721K +$21.8K +259 +3%
JWCA
719
J.W. Cole Advisors
Florida
$721K +$206K +2,454 +42%
BHWM
720
Bar Harbor Wealth Management
New Hampshire
$719K -$713K -8,471 -50%
BEAM
721
Baker Ellis Asset Management
Washington
$719K +$8.33K +99 +1%
BO
722
Bank OZK
Arkansas
$718K +$35K +416 +5%
IAA
723
Independent Advisor Alliance
North Carolina
$714K +$41.5K +493 +6%
FG
724
Fiduciary Group
Georgia
$713K +$17.6K +209 +3%
PG
725
Patten Group
Tennessee
$709K +$118K +1,401 +21%
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