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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
726
Jupiter Wealth Management
Colorado
$877K -$193K -1,900 -18%
PIM
727
Penobscot Investment Management
Massachusetts
$875K – – –
EIP
728
Epoch Investment Partners
New York
$869K -$5.59K -55 -0.6%
PTC
729
Petrus Trust Company
Texas
$868K +$870K +8,561 New
FNBTCON
730
First National Bank & Trust Co of Newtown
Pennsylvania
$864K -$26.6K -262 -3%
FHA
731
Flagship Harbor Advisors
Massachusetts
$864K +$25.4K +250 +3%
CM
732
CoreCommodity Management
Connecticut
$863K – – –
VCA
733
Verdence Capital Advisors
Maryland
$862K -$17.9K -176 -2%
CL
734
COWA LLC
Oklahoma
$857K +$9.46K +93 +1%
QT
735
Quantamental Technologies
New York
$853K -$661K -6,498 -44%
QCM
736
Qsemble Capital Management
New York
$852K -$620K -6,100 -42%
IA
737
IFP Advisors
Florida
$848K -$754K -7,418 -51%
BO
738
Bank OZK
Arkansas
$848K -$9.46K -93 -1%
BEAM
739
Baker Ellis Asset Management
Washington
$845K -$4.58K -45 -0.5%
BTW
740
Boston Trust Walden
Massachusetts
$843K -$244K -2,400 -22%
VEA
741
Virtus ETF Advisers
New York
$841K +$61.9K +609 +8%
CT
742
Caldwell Trust
Florida
$839K +$48.5K +477 +6%
AT
743
Arvest Trust
Oklahoma
$836K -$141K -1,391 -14%
FG
744
Fiduciary Group
Georgia
$834K -$1.93K -19 -0.2%
WAS
745
Wealth Advisory Solutions
Indiana
$831K -$2.32M -22,832 -74%
HI
746
Horizon Investments
North Carolina
$826K +$28.5K +280 +4%
UFF
747
USA Financial Formulas
Michigan
$823K +$825K +8,114 New
WAAG
748
Wealth Alliance Advisory Group
Kansas
$811K -$768K -7,549 -49%
PAM
749
Paradigm Asset Management
New York
$811K – – –
IWM
750
IHT Wealth Management
Illinois
$811K +$186K +1,826 +30%
28 29
30
31 32