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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
726
Acropolis Investment Management
Missouri
$443K -$172K -2,932 -32%
ATC
727
Argent Trust Co
Tennessee
$443K +$101K +1,724 +37%
PFS
728
Prospera Financial Services
Texas
$442K +$154K +2,618 +71%
IFAM
729
Institutional & Family Asset Management
Colorado
$440K – – –
VDI
730
Vaughan David Investments
Illinois
$435K +$881 +15 +0.2%
WIC
731
Wilkins Investment Counsel
Massachusetts
$432K – – –
ACG
732
Allen Capital Group
Nebraska
$432K +$59 +1 +0%
COF
733
Capital One Financial
Virginia
$430K -$65.2K -1,110 -15%
CPC
734
Congress Park Capital
New York
$429K +$360K +6,140 New
IF
735
Intrua Financial
Texas
$428K -$45.6K -776 -11%
HAG
736
HighPoint Advisor Group
Illinois
$428K +$56.2K +958 +20%
HCA
737
Heck Capital Advisors
Wisconsin
$421K – – –
MHI
738
Miller Howard Investments
New York
$419K -$36.7K -625 -9%
MG
739
Mather Group
Illinois
$417K -$37.9K -646 -10%
TWI
740
Thomas White International
Illinois
$416K – – –
ESB
741
Essex Savings Bank
Connecticut
$415K -$33.4K -569 -9%
PG
742
Patten Group
Tennessee
$415K +$79.2K +1,350 +29%
1SB
743
1ST Source Bank
Indiana
$413K -$36.1K -615 -9%
REMPR
744
Roof Eidam Maycock Peralta (REMP)
California
$413K – – –
NW
745
NewEdge Wealth
Pennsylvania
$413K +$346K +5,901 New
CCM
746
Covington Capital Management
California
$412K +$117 +2 +0%
WC
747
Westhampton Capital
North Carolina
$412K +$1.94K +33 +0.6%
RGC
748
Roberts, Glore & Co
Illinois
$411K +$22K +375 +7%
XSC
749
X-Square Capital
Puerto Rico
$411K +$345K +5,881 New
PBO
750
Peoples Bank (Ohio)
Ohio
$407K -$16K -272 -4%
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30
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