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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
801
Pinnacle Financial Partners (Tennessee)
Tennessee
$549K -$14.8K -165 -3%
SC
802
SRB Corp
Massachusetts
$542K -$154K -1,718 -23%
GTAM
803
Global Trust Asset Management
Florida
$542K -$8.97K -100 -2%
WTC
804
WhitTier Trust Company
Nevada
$540K – – –
BWM
805
BerganKDV Wealth Management
Minnesota
$539K -$718 -8 -0.1%
AI
806
ArchPoint Investors
Florida
$539K +$131K +1,455 +34%
WA
807
WBH Advisory
Maryland
$538K -$21.3K -237 -4%
DAS
808
Dynamic Advisor Solutions
Arizona
$535K +$92.4K +1,030 +22%
SC
809
Scotia Capital
Ontario, Canada
$529K -$477K -5,318 -48%
P
810
Pitcairn
Pennsylvania
$528K -$67.6K -753 -12%
CS
811
Cannell & Spears
New York
$526K – – –
PT
812
Plimoth Trust
Massachusetts
$525K – – –
PNC
813
Park National Corp
Ohio
$524K -$68.6K -765 -12%
BAM
814
Berkshire Asset Management
Pennsylvania
$520K -$538 -6 -0.1%
AWE
815
Avidian Wealth Enterprises
Texas
$520K +$16.4K +183 +3%
II
816
Inspire Investing
Idaho
$519K +$62.7K +699 +14%
TCOT
817
Trust Company of Toledo
Ohio
$518K +$4.49K +50 +0.9%
FFA
818
First Foundation Advisors
California
$517K +$38.7K +431 +8%
SCM
819
Southport Capital Management
Tennessee
$514K – – –
NICM
820
Neo Ivy Capital Management
New York
$514K +$350K +3,901 +245%
VAS
821
Vestmark Advisory Solutions
Massachusetts
$510K -$406K -4,523 -45%
VFA
822
Valeo Financial Advisors
Indiana
$510K -$13.5K -150 -3%
SG
823
Somerset Group
Minnesota
$508K +$8.97K +100 +2%
DWT
824
Dorsey & Whitney Trust
South Dakota
$507K -$1.71K -19 -0.3%
ONB
825
Old National Bancorp
Indiana
$507K +$98.4K +1,097 +25%
31 32
33
34 35