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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
701
Edge Capital Group
Georgia
$682K +$3.75K +44 +0.5%
JWCA
702
J.W. Cole Advisors
Florida
$674K -$33K -387 -4%
RG
703
Retirement Group
California
$674K +$30K +352 +4%
GT
704
Greenleaf Trust
Michigan
$673K +$56K +657 +9%
BEAM
705
Baker Ellis Asset Management
Washington
$672K – – –
MGIA
706
Matthew Goff Investment Advisor
Texas
$661K – – –
PBO
707
Peoples Bank (Ohio)
Ohio
$660K -$426 -5 -0.1%
CC
708
Corsicana & Co
Texas
$653K +$52.4K +615 +8%
APWM
709
Atlas Private Wealth Management
New York
$652K +$122K +1,436 +22%
IAA
710
Independent Advisor Alliance
North Carolina
$648K +$16.4K +192 +2%
VEA
711
Virtus ETF Advisers
New York
$644K +$680K +7,974 New
MHI
712
Miller Howard Investments
New York
$641K -$177K -2,079 -21%
TC
713
Towle & Co
Colorado
$639K +$15.3K +180 +2%
TNA
714
True North Advisors
Texas
$637K -$28K -328 -4%
CT
715
Caldwell Trust
Florida
$635K +$36.4K +427 +6%
CGA
716
Crescent Grove Advisors
Illinois
$635K +$134K +1,578 +25%
DAM
717
Doheny Asset Management
California
$634K +$669K +7,854 New
BCCM
718
Bridge Creek Capital Management
Massachusetts
$632K -$3.92K -46 -0.6%
WA
719
WealthTrust Axiom
Pennsylvania
$629K +$767 +9 +0.1%
HFG
720
Heron Financial Group
New York
$627K +$2.13K +25 +0.3%
BSA
721
Bull Street Advisors
Georgia
$626K – – –
GI
722
Gradient Investments
Minnesota
$624K +$230K +2,702 +54%
PGFC
723
Peapack-Gladstone Financial Corp
New Jersey
$620K +$101K +1,181 +18%
ICM
724
Islay Capital Management
Texas
$619K – – –
BWM
725
BerganKDV Wealth Management
Minnesota
$618K -$54.2K -636 -8%
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