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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
701
Bank OZK
Arkansas
$688K +$28.9K +339 +4%
FTUS
702
Flow Traders U.S.
New York
$687K +$725K +8,512 New
VCA
703
Verdence Capital Advisors
Maryland
$685K +$5.46K +64 +0.8%
ECG
704
Edge Capital Group
Georgia
$682K +$3.75K +44 +0.5%
JWCA
705
J.W. Cole Advisors
Florida
$674K -$33K -387 -4%
RG
706
Retirement Group
California
$674K +$30K +352 +4%
GT
707
Greenleaf Trust
Michigan
$673K +$56K +657 +9%
BEAM
708
Baker Ellis Asset Management
Washington
$672K – – –
MGIA
709
Matthew Goff Investment Advisor
Texas
$661K – – –
PBO
710
Peoples Bank (Ohio)
Ohio
$660K -$426 -5 -0.1%
CC
711
Corsicana & Co
Texas
$653K +$52.4K +615 +8%
APWM
712
Atlas Private Wealth Management
New York
$652K +$122K +1,436 +22%
IAA
713
Independent Advisor Alliance
North Carolina
$648K +$16.4K +192 +2%
VEA
714
Virtus ETF Advisers
New York
$644K +$680K +7,974 New
MHI
715
Miller Howard Investments
New York
$641K -$177K -2,079 -21%
TC
716
Towle & Co
Colorado
$639K +$15.3K +180 +2%
TNA
717
True North Advisors
Texas
$637K -$28K -328 -4%
CT
718
Caldwell Trust
Florida
$635K +$36.4K +427 +6%
CGA
719
Crescent Grove Advisors
Illinois
$635K +$134K +1,578 +25%
DAM
720
Doheny Asset Management
California
$634K +$669K +7,854 New
BCCM
721
Bridge Creek Capital Management
Massachusetts
$632K -$3.92K -46 -0.6%
WA
722
WealthTrust Axiom
Pennsylvania
$629K +$767 +9 +0.1%
HFG
723
Heron Financial Group
New York
$627K +$2.13K +25 +0.3%
BSA
724
Bull Street Advisors
Georgia
$626K – – –
GI
725
Gradient Investments
Minnesota
$624K +$230K +2,702 +54%
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