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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
751
Virtus ETF Advisers
New York
$800K -$29.2K -285 -4%
PGFC
752
Peapack-Gladstone Financial Corp
New Jersey
$800K +$511 +5 +0.1%
CGA
753
Crescent Grove Advisors
Illinois
$797K -$21.3K -208 -3%
WA
754
WealthTrust Axiom
Pennsylvania
$794K -$17.1K -167 -2%
DP
755
Dearborn Partners
Illinois
$787K -$221K -2,157 -22%
FSC
756
Full Sail Capital
Oklahoma
$787K -$302K -2,956 -28%
FFM
757
Forum Financial Management
Illinois
$780K +$83.5K +816 +12%
IFWM
758
Institute for Wealth Management
Colorado
$777K -$13.1K -128 -2%
IWA
759
Intercontinental Wealth Advisors
Texas
$776K +$3.68K +36 +0.5%
BFS
760
Bradley Foster & Sargent
Connecticut
$774K -$307K -3,000 -29%
HFG
761
Heron Financial Group
New York
$771K -$29.2K -285 -4%
SSA
762
Schonfeld Strategic Advisors
New York
$770K -$1.78M -17,419 -70%
CG
763
Caprock Group
Idaho
$765K -$162K -1,585 -18%
AG
764
Algert Global
California
$765K +$752K +7,349 New
BCM
765
Birmingham Capital Management
Alabama
$761K – – –
BFA
766
BMS Financial Advisors
South Dakota
$760K -$23K -225 -3%
TWI
767
Thomas White International
Illinois
$760K – – –
SW
768
SVB Wealth
Massachusetts
$759K +$16.3K +159 +2%
MMPW
769
Mitchell McLeod Pugh & Williams
Alabama
$759K -$30.1K -294 -4%
HAIM
770
Hunter Associates Investment Management
Pennsylvania
$756K +$51.1K +500 +7%
FF
771
Friedenthal Financial
New Jersey
$752K +$740K +7,230 New
AFIA
772
America First Investment Advisors
Nebraska
$749K +$12.1K +118 +2%
GT
773
Glenview Trust
Kentucky
$747K -$9.21K -90 -1%
ICA
774
Infrastructure Capital Advisors
New York
$746K +$444K +4,336 +153%
TCM
775
Teza Capital Management
Illinois
$746K -$282K -2,756 -28%
29 30
31
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