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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
701
Atlas Private Wealth Management
New York
$956K +$113K +1,105 +14%
CWM
702
Connecticut Wealth Management
Connecticut
$948K -$153K -1,491 -14%
NL
703
NVWM LLC
Pennsylvania
$947K -$29.3K -286 -3%
ANTB
704
AMG National Trust Bank
Colorado
$945K +$3.07K +30 +0.3%
GT
705
Greenleaf Trust
Michigan
$944K +$75K +733 +9%
MPI
706
Mairs & Power Inc
Minnesota
$929K +$13.3K +130 +1%
KS
707
Karpas Strategies
Connecticut
$927K – – –
PGIM
708
Pacific Global Investment Management
California
$923K -$8.49K -83 -0.9%
RP
709
Rowlandmiller & Partners
Georgia
$919K – – –
IF
710
Intrua Financial
Texas
$917K +$153K +1,492 +20%
FNBTCON
711
First National Bank & Trust Co of Newtown
Pennsylvania
$915K – – –
OHWA
712
Oak Hill Wealth Advisors
Virginia
$908K +$893K +8,728 New
MA
713
Mutual Advisors
Nebraska
$905K -$25.8K -252 -3%
BOH
714
Bank of Hawaii
Hawaii
$904K – – –
SC
715
Searle & Co
Connecticut
$904K +$818 +8 +0.1%
VCA
716
Verdence Capital Advisors
Maryland
$903K +$19.3K +189 +2%
CANY
717
Caxton Associates (New York)
New York
$902K -$88.3K -863 -9%
VWA
718
V Wealth Advisors
Kansas
$902K -$47.6K -465 -5%
PIM
719
Penobscot Investment Management
Massachusetts
$899K -$3.07K -30 -0.3%
EIP
720
Epoch Investment Partners
New York
$898K -$25.4K -248 -3%
AT
721
American Trust
Kentucky
$897K -$33.3K -326 -4%
NSIM
722
North Star Investment Management
Illinois
$893K +$2.15K +21 +0.2%
RG
723
Retirement Group
California
$891K +$21.9K +214 +3%
HT
724
HighTower Trust
Texas
$890K +$205K +2,003 +30%
PFO
725
Pathstone Family Office
New Jersey
$887K +$308K +3,010 +29%
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