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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
776
Cerity Partners OCIO
New York
$323K +$74K +931 +29%
SFT
777
Simmons First Trust
Arkansas
$322K -$3.34K -42 -1%
RGC
778
Roberts, Glore & Co
Illinois
$322K – – –
AUB
779
Atlantic Union Bankshares
Virginia
$321K +$332K +4,180 New
WEC
780
Winslow Evans & Crocker
Massachusetts
$321K -$1.91K -24 -0.6%
SFA
781
Sequoia Financial Advisors
Ohio
$320K -$26.1K -328 -7%
IH
782
IFC Holdings
Florida
$320K -$6.83K -86 -2%
AA
783
Ancora Advisors
Ohio
$319K -$238K -3,000 -42%
EM
784
Excalibur Management
Massachusetts
$317K -$3.97K -50 -1%
BWP
785
Baldwin Wealth Partners
Massachusetts
$317K – – –
SAM
786
Symphony Asset Management
California
$315K +$326K +4,107 New
PAM
787
Private Asset Management
California
$313K -$28.7K -361 -8%
TIA
788
Tiemann Investment Advisors
California
$313K -$15.9K -200 -5%
PFSC
789
Peoples Financial Services Corp
Pennsylvania
$313K – – –
SIG
790
Schooner Investment Group
Pennsylvania
$312K -$159K -2,000 -33%
SC
791
Scotia Capital
Ontario, Canada
$309K -$64.5K -812 -17%
HIM
792
Hillsdale Investment Management
Ontario, Canada
$308K – – –
PGFC
793
Peapack-Gladstone Financial Corp
New Jersey
$305K -$15.9K -200 -5%
SG
794
Somerset Group
Minnesota
$300K – – –
IIM
795
Ipswich Investment Management
Massachusetts
$300K +$91K +1,145 +41%
NCM
796
Novare Capital Management
North Carolina
$299K – – –
JIM
797
Jupiter Investment Management
United Kingdom
$299K +$310K +3,900 New
WSTAM
798
Wilbanks Smith & Thomas Asset Management
Virginia
$296K -$122K -1,532 -28%
ATC
799
Argent Trust Co
Tennessee
$291K +$39.7K +500 +15%
BFIM
800
Beese Fulmer Investment Management
Ohio
$290K +$87.4K +1,100 +41%
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