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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
801
Bennicas & Associates
California
$404K – – –
BWM
802
BerganKDV Wealth Management
Minnesota
$404K +$5.1K +72 +1%
SC
803
Savant Capital
Illinois
$403K -$31.6K -446 -7%
ISWM
804
Independent Solutions Wealth Management
New York
$399K -$47.9K -676 -11%
SC
805
Searle & Co
Connecticut
$398K – – –
AWA
806
Arete Wealth Advisors
Illinois
$393K -$18.8K -265 -5%
GTAM
807
Global Trust Asset Management
Florida
$393K – – –
SF
808
Symphony Financial
Texas
$392K +$51.5K +728 +15%
GC
809
Grace Capital
Massachusetts
$388K +$28.3K +400 +8%
WTC
810
WhitTier Trust Company
Nevada
$386K -$354 -5 -0.1%
TCOT
811
Trust Company of Toledo
Ohio
$385K -$7.29K -103 -2%
FRM
812
Fox Run Management
Connecticut
$384K +$378K +5,341 New
MMG
813
Monetary Management Group
Missouri
$383K +$88.5K +1,250 +31%
LC
814
Lincoln Capital
Nebraska
$381K -$3.68M -51,960 -91%
MAFM
815
Mid Atlantic Financial Management
Pennsylvania
$377K -$121K -1,716 -25%
CFGS
816
Concourse Financial Group Securities
Alabama
$376K +$59.3K +837 +19%
CST
817
Charles Schwab Trust
Nevada
$375K +$8.14K +115 +2%
MIA
818
MainStreet Investment Advisors
Illinois
$375K +$369K +5,215 New
PFS
819
Prospera Financial Services
Texas
$374K -$345K -4,876 -48%
SWM
820
SeaCrest Wealth Management
New York
$372K -$2.76K -39 -0.7%
PGWM
821
Parisi Gray Wealth Management
New Jersey
$371K +$15.8K +223 +4%
FNBT
822
FineMark National Bank & Trust
Florida
$370K -$265K -3,748 -42%
BBHC
823
Brown Brothers Harriman & Co
New York
$368K +$2.69K +38 +0.7%
UFG
824
United Fire Group
Iowa
$362K – – –
FMTC
825
Farmers & Merchants Trust Company
California
$362K +$7.43K +105 +2%
31 32
33
34 35