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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
726
Global Trust Asset Management
Florida
$595K -$151K -1,555 -20%
OWP
727
Obermeyer Wealth Partners
Colorado
$591K – – –
GLA
728
Good Life Advisors
Pennsylvania
$591K +$3.12K +32 +0.5%
WSFS
729
Wilmington Savings Fund Society
Delaware
$590K +$26.8K +275 +5%
SWM
730
SeaCrest Wealth Management
New York
$589K -$34.2K -351 -5%
WA
731
WBH Advisory
Maryland
$589K +$97 +1 +0%
BA
732
Bridgewater Associates
Connecticut
$589K +$597K +6,137 New
CG
733
Caprock Group
Idaho
$583K -$1.17K -12 -0.2%
PA
734
Parallel Advisors
California
$581K +$25.4K +261 +5%
AWCI
735
Alpine Woods Capital Investors
New York
$576K -$438K -4,500 -43%
NL
736
NVWM LLC
Pennsylvania
$574K +$50.3K +517 +9%
VFA
737
Valeo Financial Advisors
Indiana
$573K +$53.2K +547 +10%
REMPR
738
Roof Eidam Maycock Peralta (REMP)
California
$567K – – –
FIM
739
Fruth Investment Management
Texas
$564K -$12.2K -125 -2%
CTA
740
Colonial Trust Advisors
South Carolina
$563K -$68.2K -701 -11%
BO
741
Bank OZK
Arkansas
$559K -$268K -2,758 -32%
CS
742
Cannell & Spears
New York
$558K -$239K -2,454 -30%
MCM
743
MAI Capital Management
Ohio
$557K +$487 +5 +0.1%
CBB
744
Citizens Business Bank
California
$556K -$43.8K -450 -7%
FIM
745
Frontier Investment Management
Texas
$555K -$86.8K -892 -13%
1SB
746
1ST Source Bank
Indiana
$555K +$3.89K +40 +0.7%
WTC
747
WhitTier Trust Company
Nevada
$552K -$10.8K -111 -2%
MYLI
748
Meiji Yasuda Life Insurance
Japan
$551K +$559K +5,740 New
PCM
749
Poehling Capital Management
Wisconsin
$541K -$15.1K -155 -3%
WI
750
Wintrust Investments
Illinois
$538K -$278K -2,854 -34%
28 29
30
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