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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
726
Whittier Trust
California
$513K +$13.6K +164 +3%
CA
727
Clearstead Advisors
Ohio
$513K +$493K +5,935 New
NIM
728
Northeast Investment Management
Massachusetts
$510K -$41K -493 -8%
QSS
729
Quantitative Systematic Strategies
Florida
$510K +$6.9K +83 +1%
PFS
730
Prospera Financial Services
Texas
$508K -$191K -2,293 -28%
WC
731
Wexford Capital
Florida
$506K -$392K -4,715 -45%
MYLI
732
Meiji Yasuda Life Insurance
Japan
$499K -$49.9K -600 -9%
AIM
733
Anchor Investment Management
South Carolina
$499K -$36.9K -444 -7%
MFW
734
Mosaic Family Wealth
Missouri
$498K +$99.8K +1,201 +26%
W
735
Wealthfront
California
$496K +$46K +553 +11%
BIM
736
Baldwin Investment Management
Pennsylvania
$493K – – –
WTC
737
WhitTier Trust Company
Nevada
$491K +$2.91K +35 +0.6%
SCM
738
Southport Capital Management
Tennessee
$491K +$24.9K +300 +6%
PWP
739
Private Wealth Partners
California
$480K -$24.9K -300 -5%
RB
740
Rodgers Brothers
Pennsylvania
$480K – – –
DWT
741
Dorsey & Whitney Trust
South Dakota
$479K -$202K -2,431 -30%
STMM
742
South Texas Money Management
Texas
$477K +$26.7K +321 +6%
NERM
743
New England Research & Management
Illinois
$475K – – –
KFA
744
Kelleher Financial Advisors
New York
$473K – – –
CL
745
Choreo LLC
Illinois
$473K +$455K +5,471 New
CCA
746
Checchi Capital Advisers
California
$472K +$17.9K +215 +4%
GF
747
Goodman Financial
Texas
$471K -$45.1K -543 -9%
DWM
748
Destination Wealth Management
California
$471K +$7.15K +86 +2%
GG
749
Gofen & Glossberg
Illinois
$471K +$53.9K +648 +14%
NPC
750
National Planning Corporation
California
$461K -$1.41K -17 -0.3%
28 29
30
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