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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
751
Edgestream Partners
New Jersey
$734K +$748K +7,691 New
JWM
752
Jupiter Wealth Management
Colorado
$730K -$97.2K -1,000 -12%
VEA
753
Virtus ETF Advisers
New York
$729K -$63.9K -657 -8%
WA
754
WealthTrust Axiom
Pennsylvania
$728K +$583 +6 +0.1%
FSC
755
Full Sail Capital
Oklahoma
$723K -$292 -3 -0%
FNBT
756
FineMark National Bank & Trust
Florida
$722K +$138K +1,424 +23%
FFM
757
Forum Financial Management
Illinois
$721K +$4.28K +44 +0.6%
FHA
758
Flagship Harbor Advisors
Massachusetts
$720K -$94.6K -973 -11%
ACM
759
Aquatic Capital Management
Illinois
$715K +$661K +6,800 +971%
QCM
760
Quantinno Capital Management
New York
$713K -$283K -2,912 -28%
LWA
761
Lineweaver Wealth Advisors
Ohio
$710K -$3.01K -31 -0.4%
ECG
762
Edge Capital Group
Georgia
$709K -$195K -2,005 -21%
FNA
763
First National Advisers
Nebraska
$705K +$11.5K +118 +2%
TWI
764
Thomas White International
Illinois
$703K – – –
IFWM
765
Institute for Wealth Management
Colorado
$702K -$6.9K -71 -1%
IWA
766
Intercontinental Wealth Advisors
Texas
$701K -$7.1K -73 -1%
WA
767
Wealth Alliance
New York
$700K -$52.7K -542 -7%
DAM
768
Doheny Asset Management
California
$700K -$34K -350 -5%
MMPW
769
Mitchell McLeod Pugh & Williams
Alabama
$700K -$875 -9 -0.1%
PGFC
770
Peapack-Gladstone Financial Corp
New Jersey
$699K -$32.9K -338 -4%
HAIM
771
Hunter Associates Investment Management
Pennsylvania
$698K -$680 -7 -0.1%
FMTCOCP
772
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$698K +$10K +103 +1%
MOS
773
MGO One Seven
Ohio
$695K -$285K -2,931 -29%
DFCM
774
Dark Forest Capital Management
Puerto Rico
$694K +$412K +4,235 +139%
BFS
775
Bradley Foster & Sargent
Connecticut
$694K +$5.54K +57 +0.8%
29 30
31
32 33