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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
776
Institute for Wealth Management
Colorado
$753K -$3.86K -38 -0.5%
IWA
777
Intercontinental Wealth Advisors
Texas
$753K -$3.05K -30 -0.4%
QIM
778
Quantitative Investment Management
Virginia
$752K -$1.7M -16,762 -69%
KTC
779
Kistler-Tiffany Companies
Pennsylvania
$751K +$167K +1,640 +28%
SCM
780
Stevens Capital Management
Pennsylvania
$748K +$488K +4,797 +186%
TWI
781
Thomas White International
Illinois
$748K +$7.52K +74 +1%
MMPW
782
Mitchell McLeod Pugh & Williams
Alabama
$745K +$5.69K +56 +0.8%
CAWM
783
Capital Advisors Wealth Management
Washington
$743K +$22.9K +225 +3%
FNA
784
First National Advisers
Nebraska
$738K +$197K +1,937 +36%
VAS
785
Vestmark Advisory Solutions
Massachusetts
$738K -$58.5K -575 -7%
HAIM
786
Hunter Associates Investment Management
Pennsylvania
$736K – – –
EFS
787
Essex Financial Services
Connecticut
$735K +$120K +1,183 +19%
HH
788
Hilltop Holdings
Texas
$731K +$26.6K +262 +4%
BFS
789
Bradley Foster & Sargent
Connecticut
$731K -$22.3K -219 -3%
FMTCOCP
790
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$731K +$28K +275 +4%
NW
791
NewEdge Wealth
Pennsylvania
$728K -$280K -2,755 -28%
SFS
792
Strategic Financial Services
New York
$723K -$722K -7,104 -50%
AFIA
793
America First Investment Advisors
Nebraska
$718K -$12K -118 -2%
NL
794
Navalign LLC
California
$713K -$7.12K -70 -1%
FIM
795
Freedom Investment Management
Connecticut
$712K +$328K +3,227 +85%
CIA
796
Cladis Investment Advisory
Montana
$707K – – –
HVIA
797
Hudson Valley Investment Advisors
New York
$704K -$6.81K -67 -1%
JWCA
798
J.W. Cole Advisors
Florida
$703K -$16.8K -165 -2%
SSB
799
Sandy Spring Bank
Maryland
$703K -$7.52K -74 -1%
AMIM
800
Aull & Monroe Investment Management
Alabama
$702K -$15.3K -150 -2%
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