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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
RFG Advisory
Alabama
$707K +$170K +1,840 +28%
CM
727
CoreCommodity Management
Connecticut
$703K -$8.97K -97 -1%
NSIM
728
North Star Investment Management
Illinois
$701K +$370 +4 +0%
PG
729
Patten Group
Tennessee
$700K +$25.5K +276 +3%
VCA
730
Verdence Capital Advisors
Maryland
$691K -$1.29K -14 -0.2%
ECG
731
Edge Capital Group
Georgia
$689K -$1.11K -12 -0.1%
BBP
732
Banco BTG Pactual
Brazil
$686K +$774K +8,362 New
BEAM
733
Baker Ellis Asset Management
Washington
$682K – – –
CG
734
Colony Group
Massachusetts
$682K +$51.6K +558 +7%
BWM
735
BerganKDV Wealth Management
Minnesota
$680K -$18.8K -203 -2%
DIA
736
Dana Investment Advisors
Wisconsin
$677K +$764K +8,263 New
TNA
737
True North Advisors
Texas
$674K +$27K +292 +4%
MGIA
738
Matthew Goff Investment Advisor
Texas
$672K – – –
BO
739
Bank OZK
Arkansas
$671K -$11.5K -124 -1%
PBO
740
Peoples Bank (Ohio)
Ohio
$671K +$14.3K +155 +2%
FFM
741
Forum Financial Management
Illinois
$666K +$140K +1,509 +23%
WA1
742
Wimmer Associates 1
California
$660K -$26.8K -290 -3%
RG
743
Retirement Group
California
$655K +$65.1K +704 +10%
IC
744
IEQ Capital
California
$650K +$89.1K +963 +14%
CCA
745
Checchi Capital Advisers
California
$649K +$108K +1,164 +19%
BCCM
746
Bridge Creek Capital Management
Massachusetts
$646K -$43.6K -471 -6%
IAA
747
Independent Advisor Alliance
North Carolina
$642K -$39.6K -428 -5%
FAIM
748
Financial Advocates Investment Management
Washington
$642K +$370K +4,003 +105%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$641K -$2.59K -28 -0.4%
WA
750
WealthTrust Axiom
Pennsylvania
$638K +$833 +9 +0.1%
28 29
30
31 32