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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
751
Van Hulzen Asset Management
California
$1.01M -$16.5K -122 -2%
NAS
752
Nicolet Advisory Services
Wisconsin
$1.01M -$15.3K -113 -2%
ABTD
753
Arvest Bank Trust Division
Oklahoma
$1.01M +$1.04M +7,666 New
BSA
754
Bull Street Advisors
Georgia
$1M -$16.9K -125 -2%
ACA
755
Aptus Capital Advisors
Alabama
$997K -$109K -807 -10%
HAG
756
HighPoint Advisor Group
Illinois
$995K +$103K +760 +11%
BFS
757
Bradley Foster & Sargent
Connecticut
$993K +$8.78K +65 +0.9%
ECG
758
Edge Capital Group
Georgia
$992K -$7.7K -57 -0.7%
BW
759
Bison Wealth
Georgia
$992K -$45.2K -335 -4%
SSA
760
South Street Advisors
New York
$989K +$47.3K +350 +5%
TNBTD
761
Trustmark National Bank Trust Department
Mississippi
$986K -$112K -831 -10%
HWMO
762
Heritage Wealth Management (Ohio)
Ohio
$984K – – –
BTI
763
Blue Trust Inc
Georgia
$984K +$433K +3,205 +85%
BEAM
764
Baker Ellis Asset Management
Washington
$978K -$54K -400 -5%
FFM
765
Forum Financial Management
Illinois
$974K -$20.7K -153 -2%
VBCG
766
Valley Brook Capital Group
Pennsylvania
$972K -$26.9K -199 -3%
JWCA
767
J.W. Cole Advisors
Florida
$970K -$352K -2,609 -26%
SCM
768
Semanteon Capital Management
Massachusetts
$967K +$994K +7,359 New
SWP
769
Strategic Wealth Partners
Ohio
$965K +$7.83K +58 +0.8%
BCCM
770
Bridge Creek Capital Management
Massachusetts
$964K – – –
PBO
771
Peoples Bank (Ohio)
Ohio
$963K -$20.3K -150 -2%
WHG
772
Westwood Holdings Group
Texas
$961K +$59.7K +442 +6%
BTW
773
Boston Trust Walden
Massachusetts
$961K -$24.7K -183 -2%
KWA
774
Kingswood Wealth Advisors
California
$957K +$272K +2,013 +38%
MA
775
MONECO Advisors
Connecticut
$957K +$104K +768 +12%
29 30
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