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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
751
Country Club Bank
Missouri
$878K +$10.6K +95 +1%
GCM
752
Greenland Capital Management
New York
$874K +$821K +7,325 New
LGA
753
Lebenthal Global Advisors
New York
$868K -$91.8K -819 -10%
WA
754
WealthTrust Axiom
Pennsylvania
$862K -$2.13K -19 -0.3%
NAS
755
Nicolet Advisory Services
Wisconsin
$860K -$12.1K -108 -1%
BC
756
Bayforest Capital
United Kingdom
$858K +$613K +5,472 +319%
GWCM
757
Godshalk Welsh Capital Management
Pennsylvania
$850K – – –
FNT
758
First National Trust
Pennsylvania
$847K -$56.5K -504 -7%
BEAM
759
Baker Ellis Asset Management
Washington
$845K -$29K -259 -4%
ACM
760
AlphaStar Capital Management
North Carolina
$843K +$792K +7,067 New
BFS
761
Bradley Foster & Sargent
Connecticut
$843K -$25.4K -227 -3%
OBAM
762
ODDO BHF Asset Management
France
$842K -$28.6K -255 -3%
WF
763
Welch & Forbes
Massachusetts
$841K +$28K +250 +4%
RA
764
RFG Advisory
Alabama
$839K +$3.02K +27 +0.4%
BCCM
765
Bridge Creek Capital Management
Massachusetts
$838K – – –
SA
766
Strategic Advisors
New York
$836K -$104K -924 -12%
CC
767
Carlson Capital
Texas
$835K +$784K +7,000 New
PGFC
768
Peapack-Gladstone Financial Corp
New Jersey
$834K -$9.52K -85 -1%
MG
769
Mather Group
Illinois
$832K +$82.2K +734 +12%
CWM
770
Cornerstone Wealth Management
Missouri
$832K -$4.93K -44 -0.6%
HAIM
771
Hunter Associates Investment Management
Pennsylvania
$830K -$9.19K -82 -1%
AFA
772
AA Financial Advisors
Ohio
$827K +$177K +1,576 +29%
MOS
773
MGO One Seven
Ohio
$826K -$349K -3,113 -31%
CIA
774
Cladis Investment Advisory
Montana
$820K – – –
AWM
775
Axxcess Wealth Management
California
$820K -$3.14K -28 -0.4%
29 30
31
32 33