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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
726
Douglass Winthrop Advisors
New York
$514K -$25.4K -313 -5%
REMPR
727
Roof Eidam Maycock Peralta (REMP)
California
$512K – – –
PTC
728
Private Trust Company
Ohio
$509K +$86.6K +1,065 +22%
BIM
729
Baldwin Investment Management
Pennsylvania
$507K – – –
CCA
730
Checchi Capital Advisers
California
$507K +$11.9K +146 +3%
MRCM
731
M&R Capital Management
New Jersey
$506K – – –
BWP
732
Baldwin Wealth Partners
Massachusetts
$502K +$23.2K +285 +5%
LW
733
Linscomb Wealth
Texas
$501K -$7.32K -90 -2%
BDF
734
Balasa Dinverno & Foltz
$500K +$80.9K +995 +21%
WT
735
Whittier Trust
California
$497K -$77.9K -959 -14%
1SB
736
1ST Source Bank
Indiana
$497K -$7.23K -89 -2%
CFP
737
Cornerstone Financial Partners
North Carolina
$494K -$386K -4,745 -45%
WHG
738
Westwood Holdings Group
Texas
$492K +$462K +5,686 New
CCMW
739
Cypress Capital Management (Wyoming)
Wyoming
$481K +$8.13K +100 +2%
PVWM
740
Point View Wealth Management
New Jersey
$479K -$8.78K -108 -2%
CIC
741
Crawford Investment Counsel
Georgia
$475K -$46K -566 -9%
STMM
742
South Texas Money Management
Texas
$474K -$94.4K -1,161 -17%
SSP
743
Sapphire Star Partners
Washington
$474K +$236K +2,900 +100%
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$471K -$24.1K -297 -5%
PFSC
745
Peoples Financial Services Corp
Pennsylvania
$469K +$61K +750 +16%
WIP
746
Wellesley Investment Partners
Massachusetts
$467K +$117K +1,445 +37%
WC
747
Wexford Capital
Florida
$467K +$438K +5,390 New
ACM
748
Azimuth Capital Management
Michigan
$466K -$17.1K -211 -4%
AWMF
749
Arbor Wealth Management (Florida)
Florida
$465K – – –
HTC
750
Haverford Trust Company
Pennsylvania
$459K +$28K +345 +7%
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30
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