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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
801
Chemung Canal Trust
New York
$549K -$70.6K -787 -12%
PFPT
802
Pinnacle Financial Partners (Tennessee)
Tennessee
$549K -$14.8K -165 -3%
SC
803
SRB Corp
Massachusetts
$542K -$154K -1,718 -23%
GTAM
804
Global Trust Asset Management
Florida
$542K -$8.97K -100 -2%
WTC
805
WhitTier Trust Company
Nevada
$540K – – –
BWM
806
BerganKDV Wealth Management
Minnesota
$539K -$718 -8 -0.1%
AI
807
ArchPoint Investors
Florida
$539K +$131K +1,455 +34%
WA
808
WBH Advisory
Maryland
$538K -$21.3K -237 -4%
DAS
809
Dynamic Advisor Solutions
Arizona
$535K +$92.4K +1,030 +22%
SC
810
Scotia Capital
Ontario, Canada
$529K -$477K -5,318 -48%
P
811
Pitcairn
Pennsylvania
$528K -$67.6K -753 -12%
CS
812
Cannell & Spears
New York
$526K – – –
PT
813
Plimoth Trust
Massachusetts
$525K – – –
PNC
814
Park National Corp
Ohio
$524K -$68.6K -765 -12%
BAM
815
Berkshire Asset Management
Pennsylvania
$520K -$538 -6 -0.1%
AWE
816
Avidian Wealth Enterprises
Texas
$520K +$16.4K +183 +3%
II
817
Inspire Investing
Idaho
$519K +$62.7K +699 +14%
TCOT
818
Trust Company of Toledo
Ohio
$518K +$4.49K +50 +0.9%
FFA
819
First Foundation Advisors
California
$517K +$38.7K +431 +8%
SCM
820
Southport Capital Management
Tennessee
$514K – – –
NICM
821
Neo Ivy Capital Management
New York
$514K +$350K +3,901 +245%
VAS
822
Vestmark Advisory Solutions
Massachusetts
$510K -$406K -4,523 -45%
VFA
823
Valeo Financial Advisors
Indiana
$510K -$13.5K -150 -3%
SG
824
Somerset Group
Minnesota
$508K +$8.97K +100 +2%
DWT
825
Dorsey & Whitney Trust
South Dakota
$507K -$1.71K -19 -0.3%
31 32
33
34 35