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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
726
Vaughan David Investments
Illinois
$496K -$10.4K -133 -2%
EWA
727
EP Wealth Advisors
California
$496K +$152K +1,941 +47%
BSW
728
Buckingham Strategic Wealth
Missouri
$492K -$31.9K -407 -6%
HCA
729
Heck Capital Advisors
Wisconsin
$491K – – –
CAAS
730
Capital Asset Advisory Services
Michigan
$490K +$58K +739 +14%
GT
731
Greenleaf Trust
Michigan
$487K +$36.7K +468 +8%
IF
732
Intrua Financial
Texas
$486K +$7.85K +100 +2%
TWI
733
Thomas White International
Illinois
$485K – – –
GVAG
734
Great Valley Advisor Group
Delaware
$484K +$10.1K +129 +2%
SF
735
Symphony Financial
Texas
$484K +$169K +2,156 +56%
REMPR
736
Roof Eidam Maycock Peralta (REMP)
California
$482K – – –
MG
737
Mather Group
Illinois
$481K -$5.18K -66 -1%
WC
738
Westhampton Capital
North Carolina
$481K – – –
CCM
739
Covington Capital Management
California
$480K – – –
XSC
740
X-Square Capital
Puerto Rico
$480K – – –
TCOT
741
Trust Company of Toledo
Ohio
$478K +$41.2K +525 +10%
RG
742
Retirement Group
California
$477K -$192K -2,453 -30%
TNA
743
True North Advisors
Texas
$477K +$30.2K +385 +7%
WCG
744
Weaver Consulting Group
California
$474K – – –
DP
745
Dearborn Partners
Illinois
$473K -$58.1K -740 -11%
1SB
746
1ST Source Bank
Indiana
$473K -$7.85K -100 -2%
RGC
747
Roberts, Glore & Co
Illinois
$471K -$7.85K -100 -2%
EWM
748
Empirical Wealth Management
Washington
$470K -$389K -4,954 -46%
CG
749
Colony Group
Massachusetts
$470K -$253K -3,222 -36%
SW
750
SVB Wealth
Massachusetts
$470K -$92.7K -1,181 -17%
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