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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$444K +$114K +1,940 +44%
FTDI
727
First Trust Direct Indexing
Massachusetts
$444K +$372K +6,343 New
AIM
728
Acropolis Investment Management
Missouri
$443K -$172K -2,932 -32%
ATC
729
Argent Trust Co
Tennessee
$443K +$101K +1,724 +37%
PFS
730
Prospera Financial Services
Texas
$442K +$154K +2,618 +71%
IFAM
731
Institutional & Family Asset Management
Colorado
$440K – – –
VDI
732
Vaughan David Investments
Illinois
$435K +$881 +15 +0.2%
WIC
733
Wilkins Investment Counsel
Massachusetts
$432K – – –
ACG
734
Allen Capital Group
Nebraska
$432K +$59 +1 +0%
COF
735
Capital One Financial
Virginia
$430K -$65.2K -1,110 -15%
CPC
736
Congress Park Capital
New York
$429K +$360K +6,140 New
IF
737
Intrua Financial
Texas
$428K -$45.6K -776 -11%
HAG
738
HighPoint Advisor Group
Illinois
$428K +$56.2K +958 +20%
HCA
739
Heck Capital Advisors
Wisconsin
$421K – – –
MHI
740
Miller Howard Investments
New York
$419K -$36.7K -625 -9%
MG
741
Mather Group
Illinois
$417K -$37.9K -646 -10%
TWI
742
Thomas White International
Illinois
$416K – – –
ESB
743
Essex Savings Bank
Connecticut
$415K -$33.4K -569 -9%
PG
744
Patten Group
Tennessee
$415K +$79.2K +1,350 +29%
1SB
745
1ST Source Bank
Indiana
$413K -$36.1K -615 -9%
REMPR
746
Roof Eidam Maycock Peralta (REMP)
California
$413K – – –
NW
747
NewEdge Wealth
Pennsylvania
$413K +$346K +5,901 New
CCM
748
Covington Capital Management
California
$412K +$117 +2 +0%
WC
749
Westhampton Capital
North Carolina
$412K +$1.94K +33 +0.6%
RGC
750
Roberts, Glore & Co
Illinois
$411K +$22K +375 +7%
28 29
30
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