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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$489K -$36.7K -486 -7%
MC
727
Machina Capital
France
$488K +$265K +3,500 +108%
VHAM
728
Van Hulzen Asset Management
California
$487K +$508K +6,715 New
ACG
729
Allen Capital Group
Nebraska
$486K +$45.4K +601 +10%
RG
730
Retirement Group
California
$484K +$45.9K +607 +10%
EF
731
Empirical Finance
Pennsylvania
$484K +$92.7K +1,227 +23%
WHG
732
Westwood Holdings Group
Texas
$484K +$99.4K +1,315 +25%
APA
733
American Portfolios Advisors
New York
$483K -$151 -2 -0%
I
734
INVST
Indiana
$481K +$433K +5,728 New
TAM
735
Tocqueville Asset Management
New York
$476K +$20.8K +275 +4%
WAM
736
Weatherly Asset Management
California
$473K -$1.97K -26 -0.4%
MIM
737
Miller Investment Management
Pennsylvania
$471K – – –
USGIU
738
U.S. Global Investors (USGI)
Texas
$471K – – –
CCMG
739
Clark Capital Management Group
Pennsylvania
$471K +$18.8K +249 +4%
CFA
740
Carroll Financial Associates
North Carolina
$469K +$18K +238 +4%
PGIM
741
Pacific Global Investment Management
California
$468K -$19.7K -260 -4%
WC
742
Westhampton Capital
North Carolina
$468K +$52.9K +700 +12%
TWC
743
TD Waterhouse Canada
Ontario, Canada
$467K +$442K +5,844 New
SSB
744
Sandy Spring Bank
Maryland
$467K -$15.1K -200 -3%
CCA
745
Childress Capital Advisors
Texas
$466K +$25.2K +333 +5%
WA
746
Wealth Alliance
New York
$466K +$35.8K +473 +8%
SSA
747
South Street Advisors
New York
$465K – – –
CC
748
Corsicana & Co
Texas
$464K +$22.3K +295 +5%
AHC
749
Adell Harriman & Carpenter
Texas
$464K -$18.1K -239 -4%
BEI
750
Benjamin Edwards Inc
Missouri
$462K +$469K +6,208 +3,785%
28 29
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