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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
776
RS Investment Management
California
$331K -$71.2K -896 -17%
LCM
777
LVM Capital Management
Michigan
$327K – – –
LBC
778
Lowe Brockenbrough & Co
Virginia
$324K – – –
GT
779
Greenleaf Trust
Michigan
$324K +$30K +377 +10%
CPO
780
Cerity Partners OCIO
New York
$323K +$74K +931 +29%
SFT
781
Simmons First Trust
Arkansas
$322K -$3.34K -42 -1%
RGC
782
Roberts, Glore & Co
Illinois
$322K – – –
AUB
783
Atlantic Union Bankshares
Virginia
$321K +$332K +4,180 New
WEC
784
Winslow Evans & Crocker
Massachusetts
$321K -$1.91K -24 -0.6%
SFA
785
Sequoia Financial Advisors
Ohio
$320K -$26.1K -328 -7%
IH
786
IFC Holdings
Florida
$320K -$6.83K -86 -2%
AA
787
Ancora Advisors
Ohio
$319K -$238K -3,000 -42%
EM
788
Excalibur Management
Massachusetts
$317K -$3.97K -50 -1%
BWP
789
Baldwin Wealth Partners
Massachusetts
$317K – – –
SAM
790
Symphony Asset Management
California
$315K +$326K +4,107 New
PAM
791
Private Asset Management
California
$313K -$28.7K -361 -8%
TIA
792
Tiemann Investment Advisors
California
$313K -$15.9K -200 -5%
PFSC
793
Peoples Financial Services Corp
Pennsylvania
$313K – – –
SIG
794
Schooner Investment Group
Pennsylvania
$312K -$159K -2,000 -33%
SC
795
Scotia Capital
Ontario, Canada
$309K -$64.5K -812 -17%
HIM
796
Hillsdale Investment Management
Ontario, Canada
$308K – – –
PGFC
797
Peapack-Gladstone Financial Corp
New Jersey
$305K -$15.9K -200 -5%
SG
798
Somerset Group
Minnesota
$300K – – –
IIM
799
Ipswich Investment Management
Massachusetts
$300K +$91K +1,145 +41%
NCM
800
Novare Capital Management
North Carolina
$299K – – –
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