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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$879K -$8.4K -75 -1%
CCB
752
Country Club Bank
Missouri
$878K +$10.6K +95 +1%
GCM
753
Greenland Capital Management
New York
$874K +$821K +7,325 New
LGA
754
Lebenthal Global Advisors
New York
$868K -$91.8K -819 -10%
WA
755
WealthTrust Axiom
Pennsylvania
$862K -$2.13K -19 -0.3%
NAS
756
Nicolet Advisory Services
Wisconsin
$860K -$12.1K -108 -1%
BC
757
Bayforest Capital
United Kingdom
$858K +$613K +5,472 +319%
GWCM
758
Godshalk Welsh Capital Management
Pennsylvania
$850K – – –
FNT
759
First National Trust
Pennsylvania
$847K -$56.5K -504 -7%
BEAM
760
Baker Ellis Asset Management
Washington
$845K -$29K -259 -4%
ACM
761
AlphaStar Capital Management
North Carolina
$843K +$792K +7,067 New
BFS
762
Bradley Foster & Sargent
Connecticut
$843K -$25.4K -227 -3%
OBAM
763
ODDO BHF Asset Management
France
$842K -$28.6K -255 -3%
WF
764
Welch & Forbes
Massachusetts
$841K +$28K +250 +4%
RA
765
RFG Advisory
Alabama
$839K +$3.02K +27 +0.4%
BCCM
766
Bridge Creek Capital Management
Massachusetts
$838K – – –
SA
767
Strategic Advisors
New York
$836K -$104K -924 -12%
CC
768
Carlson Capital
Texas
$835K +$784K +7,000 New
PGFC
769
Peapack-Gladstone Financial Corp
New Jersey
$834K -$9.52K -85 -1%
MG
770
Mather Group
Illinois
$832K +$82.2K +734 +12%
CWM
771
Cornerstone Wealth Management
Missouri
$832K -$4.93K -44 -0.6%
HAIM
772
Hunter Associates Investment Management
Pennsylvania
$830K -$9.19K -82 -1%
AFA
773
AA Financial Advisors
Ohio
$827K +$177K +1,576 +29%
MOS
774
MGO One Seven
Ohio
$826K -$349K -3,113 -31%
CIA
775
Cladis Investment Advisory
Montana
$820K – – –
29 30
31
32 33