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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
751
Sequoia Financial Advisors
Ohio
$760K -$72.4K -722 -9%
GIA
752
GHP Investment Advisors
Colorado
$759K -$336K -3,356 -31%
AWM
753
Altium Wealth Management
New York
$757K +$52.2K +521 +8%
PCS
754
Personal CFO Solutions
New Jersey
$757K +$741K +7,389 New
CI
755
Conning Inc
Connecticut
$756K -$8.02K -80 -1%
MCM
756
MAI Capital Management
Ohio
$752K -$139K -1,386 -16%
VAM
757
Verity Asset Management
North Carolina
$746K -$77.5K -773 -10%
JCM
758
Jacobsen Capital Management
Utah
$745K – – –
SCA
759
Snowden Capital Advisors
New York
$744K -$3.31K -33 -0.5%
AW
760
Alpha Windward
Massachusetts
$722K -$120K -1,200 -15%
FAIM
761
Financial Advocates Investment Management
Washington
$716K +$16.5K +165 +2%
BO
762
Bank OZK
Arkansas
$713K -$7.02K -70 -1%
WIC
763
Wilkins Investment Counsel
Massachusetts
$713K – – –
CG
764
Caprock Group
Idaho
$712K -$108K -1,081 -13%
SC
765
Searle & Co
Connecticut
$711K -$12.6K -126 -2%
CS
766
Comerica Securities
Michigan
$707K +$187K +1,869 +37%
MYAM
767
Meiji Yasuda Asset Management
Japan
$704K – – –
1SB
768
1ST Source Bank
Indiana
$702K – – –
SC
769
Savant Capital
Illinois
$695K +$46.5K +464 +7%
CC
770
ClearArc Capital
Ohio
$693K +$49.5K +494 +8%
AFIA
771
America First Investment Advisors
Nebraska
$692K – – –
PFPT
772
Pinnacle Financial Partners (Tennessee)
Tennessee
$684K +$80.9K +807 +14%
MMA
773
Miracle Mile Advisors
California
$683K -$3.76M -37,485 -85%
FNBOSM
774
First National Bank of South Miami
Florida
$683K – – –
VIA
775
Vident Investment Advisory
Georgia
$677K -$78.4K -782 -11%
29 30
31
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