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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
751
Jupiter Wealth Management
Colorado
$730K -$97.2K -1,000 -12%
VEA
752
Virtus ETF Advisers
New York
$729K -$63.9K -657 -8%
WA
753
WealthTrust Axiom
Pennsylvania
$728K +$583 +6 +0.1%
FSC
754
Full Sail Capital
Oklahoma
$723K -$292 -3 -0%
FNBT
755
FineMark National Bank & Trust
Florida
$722K +$138K +1,424 +23%
FFM
756
Forum Financial Management
Illinois
$721K +$4.28K +44 +0.6%
FHA
757
Flagship Harbor Advisors
Massachusetts
$720K -$94.6K -973 -11%
ACM
758
Aquatic Capital Management
Illinois
$715K +$661K +6,800 +971%
QCM
759
Quantinno Capital Management
New York
$713K -$283K -2,912 -28%
LWA
760
Lineweaver Wealth Advisors
Ohio
$710K -$3.01K -31 -0.4%
ECG
761
Edge Capital Group
Georgia
$709K -$195K -2,005 -21%
FNA
762
First National Advisers
Nebraska
$705K +$11.5K +118 +2%
TWI
763
Thomas White International
Illinois
$703K – – –
IFWM
764
Institute for Wealth Management
Colorado
$702K -$6.9K -71 -1%
IWA
765
Intercontinental Wealth Advisors
Texas
$701K -$7.1K -73 -1%
WA
766
Wealth Alliance
New York
$700K -$52.7K -542 -7%
DAM
767
Doheny Asset Management
California
$700K -$34K -350 -5%
MMPW
768
Mitchell McLeod Pugh & Williams
Alabama
$700K -$875 -9 -0.1%
PGFC
769
Peapack-Gladstone Financial Corp
New Jersey
$699K -$32.9K -338 -4%
HAIM
770
Hunter Associates Investment Management
Pennsylvania
$698K -$680 -7 -0.1%
FMTCOCP
771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$698K +$10K +103 +1%
MOS
772
MGO One Seven
Ohio
$695K -$285K -2,931 -29%
DFCM
773
Dark Forest Capital Management
Puerto Rico
$694K +$412K +4,235 +139%
BFS
774
Bradley Foster & Sargent
Connecticut
$694K +$5.54K +57 +0.8%
PIM
775
Penobscot Investment Management
Massachusetts
$693K -$133K -1,364 -16%
29 30
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