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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
701
Vestmark Advisory Solutions
Massachusetts
$1.32M -$3.85K -26 -0.3%
MSAM
702
Moloney Securities Asset Management
Missouri
$1.31M +$80.7K +545 +6%
WA1
703
Wimmer Associates 1
California
$1.31M -$2.22K -15 -0.2%
GRP
704
Global Retirement Partners
California
$1.3M +$954K +6,442 +231%
PPW
705
Parcion Private Wealth
Washington
$1.3M +$1.04K +7 +0.1%
CIAS
706
CFS Investment Advisory Services
New Jersey
$1.3M +$1.37M +9,222 New
AWM
707
Axxcess Wealth Management
California
$1.3M -$443K -2,990 -25%
FBC
708
Fairfield, Bush & Co
Connecticut
$1.3M -$18.5K -125 -1%
RP
709
Rowlandmiller & Partners
Georgia
$1.29M -$286K -1,935 -17%
VI
710
Versor Investments
New York
$1.29M +$348K +2,351 +35%
WAAG
711
Wealth Alliance Advisory Group
Kansas
$1.29M -$19.8K -134 -1%
BW
712
Bison Wealth
Georgia
$1.29M – – –
BFG
713
Bleakley Financial Group
New Jersey
$1.26M +$41.1K +278 +3%
SW
714
Simplicity Wealth
New Jersey
$1.26M +$44.6K +301 +3%
KS
715
Karpas Strategies
Connecticut
$1.26M – – –
LBC
716
Lowe Brockenbrough & Co
Virginia
$1.25M – – –
PG
717
Patten Group
Tennessee
$1.25M -$16.4K -111 -1%
PAM
718
Panagora Asset Management
Massachusetts
$1.25M -$1.24M -8,380 -49%
MA
719
Mutual Advisors
Nebraska
$1.25M +$50.2K +339 +4%
MRCM
720
M&R Capital Management
New Jersey
$1.24M +$59.4K +401 +5%
ONB
721
Old National Bancorp
Indiana
$1.24M +$69.1K +467 +6%
AG
722
AIA Group
Hong Kong
$1.24M +$88.8K +600 +7%
FHA
723
Flagship Harbor Advisors
Massachusetts
$1.24M +$148K +1,001 +13%
ATC
724
Argent Trust Co
Tennessee
$1.23M +$38.8K +262 +3%
VCA
725
Verdence Capital Advisors
Maryland
$1.23M -$103K -699 -7%
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