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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
776
EP Wealth Advisors
California
$895K -$4.8M -42,786 -85%
ECG
777
Edge Capital Group
Georgia
$894K – – –
ANTB
778
AMG National Trust Bank
Colorado
$893K +$36.1K +322 +5%
RAM
779
Ramirez Asset Management
New York
$886K +$828K +7,374 New
MMPW
780
Mitchell McLeod Pugh & Williams
Alabama
$884K +$2.58K +23 +0.3%
WI
781
Wahed Invest
New York
$883K +$81.9K +730 +11%
GT
782
Glenview Trust
Kentucky
$882K +$22.4K +200 +3%
IFWM
783
Institute for Wealth Management
Colorado
$880K -$4.15K -37 -0.5%
FHA
784
Flagship Harbor Advisors
Massachusetts
$878K -$26.8K -239 -3%
HAIM
785
Hunter Associates Investment Management
Pennsylvania
$877K +$5.84K +52 +0.7%
FMTCOCP
786
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$874K -$4.6K -41 -0.6%
LCM
787
Landscape Capital Management
New Jersey
$872K +$814K +7,255 New
DP
788
Dearborn Partners
Illinois
$870K +$118K +1,055 +17%
AM
789
AGF Management
Ontario, Canada
$864K +$807K +7,191 New
CCC
790
Chelsea Counsel Company
California
$852K – – –
AFIA
791
America First Investment Advisors
Nebraska
$851K – – –
VEA
792
Virtus ETF Advisers
New York
$849K -$64.8K -577 -8%
CIA
793
Cladis Investment Advisory
Montana
$838K – – –
1SB
794
1ST Source Bank
Indiana
$832K -$2.58K -23 -0.3%
GWCM
795
Godshalk Welsh Capital Management
Pennsylvania
$832K – – –
ADIM
796
Alpha DNA Investment Management
Maryland
$832K +$777K +6,923 New
NAS
797
Nicolet Advisory Services
Wisconsin
$830K +$46.6K +415 +6%
FNBTCON
798
First National Bank & Trust Co of Newtown
Pennsylvania
$827K -$184K -1,640 -19%
IFU
799
iSAM Funds (UK)
United Kingdom
$826K +$772K +6,876 New
HCM
800
Hodges Capital Management
Texas
$826K -$1.2M -10,732 -61%
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