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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
751
Country Club Bank
Missouri
$994K -$17.9K -140 -2%
ETC
752
Exchange Traded Concepts
Oklahoma
$990K +$244K +1,901 +35%
I
753
InceptionR
California
$989K +$932K +7,271 New
IFWM
754
Institute for Wealth Management
Colorado
$988K -$14K -109 -1%
CA
755
Cornerstone Advisors
North Carolina
$979K -$205K -1,600 -18%
IAN
756
Integrated Advisors Network
Texas
$973K +$150K +1,170 +20%
GWCM
757
Godshalk Welsh Capital Management
Pennsylvania
$969K – – –
WF
758
Welch & Forbes
Massachusetts
$969K +$9.74K +76 +1%
KA
759
Klingman & Associates
New York
$967K +$910K +7,106 New
CC
760
Corsicana & Co
Texas
$966K +$910K +7,102 New
NAS
761
Nicolet Advisory Services
Wisconsin
$958K +$5.76K +45 +0.6%
VWM
762
VCI Wealth Management
Missouri
$956K +$900K +7,027 New
PGFC
763
Peapack-Gladstone Financial Corp
New Jersey
$955K +$3.08K +24 +0.3%
SA
764
Strategic Advisors
New York
$953K +$512 +4 +0.1%
CC
765
Carlson Capital
Texas
$952K – – –
TE
766
Tema ETFs
New York
$940K +$885K +6,911 New
MG
767
Mather Group
Illinois
$940K -$8.33K -65 -0.9%
HAG
768
HighPoint Advisor Group
Illinois
$936K -$92.6K -723 -10%
CIA
769
Cladis Investment Advisory
Montana
$936K +$128 +1 +0%
BFS
770
Bradley Foster & Sargent
Connecticut
$934K -$25.6K -200 -3%
BTW
771
Boston Trust Walden
Massachusetts
$933K – – –
BCCM
772
Bridge Creek Capital Management
Massachusetts
$933K -$21.8K -170 -2%
WA
773
WealthTrust Axiom
Pennsylvania
$931K -$47.9K -374 -5%
HAIM
774
Hunter Associates Investment Management
Pennsylvania
$921K -$19.2K -150 -2%
TRCT
775
Tower Research Capital (TRC)
New York
$920K -$375K -2,926 -30%
29 30
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