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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
776
Monetary Management Group
Missouri
$276K – – –
YAL
777
Your Advocates Ltd
Texas
$274K +$6.77K +111 +2%
LW
778
Linscomb Wealth
Texas
$273K -$101K -1,656 -24%
SC
779
Savant Capital
Illinois
$273K -$20.9K -343 -6%
LC
780
Lincoln Capital
Nebraska
$273K -$2.44K -40 -0.8%
DA
781
Denali Advisors
California
$270K -$1.22M -20,000 -79%
CFGS
782
Concourse Financial Group Securities
Alabama
$270K -$488 -8 -0.2%
SWM
783
SeaCrest Wealth Management
New York
$270K +$2.75K +45 +0.9%
JGUA
784
John G. Ullman & Associates
New York
$270K +$318K +5,210 New
WTC
785
WhitTier Trust Company
Nevada
$268K -$11.6K -190 -4%
GTAM
786
Global Trust Asset Management
Florida
$268K -$8.85K -145 -3%
FA
787
Faithward Advisors
Pennsylvania
$267K +$83.1K +1,362 +36%
GIA
788
GHP Investment Advisors
Colorado
$265K -$91.8K -1,505 -23%
GT
789
Greenleaf Trust
Michigan
$265K +$120K +1,973 +63%
FSWA
790
Financial Synergies Wealth Advisors
Texas
$264K +$23.4K +384 +8%
CST
791
Charles Schwab Trust
Nevada
$264K -$7.26K -119 -2%
LAM
792
Lingohr Asset Management
Germany
$264K +$91.5K +1,500 +42%
IAA
793
Independent Advisor Alliance
North Carolina
$263K +$24.6K +403 +9%
BIM
794
Baldwin Investment Management
Pennsylvania
$262K +$308K +5,050 New
SWM
795
Segment Wealth Management
Texas
$261K -$68.9K -1,129 -18%
UFG
796
United Fire Group
Iowa
$261K – – –
JHCP
797
Jackson Hole Capital Partners
Oklahoma
$260K +$10.1K +165 +3%
UR
798
USCA RIA
Texas
$259K +$30.9K +507 +11%
FMTC
799
Farmers & Merchants Trust Company
California
$258K -$2.69K -44 -0.9%
HS
800
Haafor (Singapore)
Singapore
$257K -$262K -4,292 -46%
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