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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
Searle & Co
Connecticut
$991K – – –
CL
727
COWA LLC
Oklahoma
$988K -$12.2K -99 -1%
CPWA
728
Cerro Pacific Wealth Advisors
California
$985K +$13.3K +108 +1%
PG
729
Patten Group
Tennessee
$983K -$31.7K -257 -3%
WP
730
Westmount Partners
California
$980K +$246 +2 +0%
SA
731
Strategic Advisors
New York
$979K -$17.6K -143 -2%
OHWA
732
Oak Hill Wealth Advisors
Virginia
$977K – – –
SCM
733
SCS Capital Management
Massachusetts
$962K +$960K +7,789 New
VHAM
734
Van Hulzen Asset Management
California
$953K +$863 +7 +0.1%
ACH
735
ArrowMark Colorado Holdings
Colorado
$951K +$949K +7,700 New
ABTD
736
Arvest Bank Trust Division
Oklahoma
$948K +$3.94K +32 +0.4%
EGA
737
Eagle Global Advisors
Texas
$942K -$15.4K -125 -2%
JFG
738
Jefferies Financial Group
New York
$941K -$24M -194,465 -96%
FFM
739
Forum Financial Management
Illinois
$941K +$16.3K +132 +2%
FNT
740
First National Trust
Pennsylvania
$939K -$341K -2,768 -27%
BSA
741
Bull Street Advisors
Georgia
$939K – – –
FG
742
Fiduciary Group
Georgia
$920K – – –
IFWM
743
Institute for Wealth Management
Colorado
$919K -$66.4K -539 -7%
NL
744
Navalign LLC
California
$915K +$47.9K +389 +6%
ICP
745
Impact Capital Partners
Colorado
$914K +$107K +869 +13%
VI
746
Vestcor Inc
New Brunswick, Canada
$913K -$1.27M -10,293 -58%
HWMO
747
Heritage Wealth Management (Ohio)
Ohio
$909K -$11.5K -93 -1%
BEAM
748
Baker Ellis Asset Management
Washington
$907K -$12.3K -100 -1%
OBAM
749
ODDO BHF Asset Management
France
$904K -$300K -2,435 -25%
MSA
750
MUFG Securities Americas
New York
$903K +$149K +1,213 +20%
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