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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
801
Old National Bancorp
Indiana
$665K -$57.4K -561 -8%
MAS
802
Meeder Advisory Services
Ohio
$664K +$653K +6,380 New
WIA
803
Westbourne Investment Advisors
Maryland
$663K -$97.2K -950 -13%
PWM
804
Perigon Wealth Management
California
$659K +$187K +1,832 +41%
CC
805
Centiva Capital
New York
$658K +$646K +6,319 New
CWM
806
C2C Wealth Management
Arizona
$652K – – –
AFG
807
American Financial Group
Ohio
$651K – – –
WT
808
Whittier Trust
California
$651K +$152K +1,490 +31%
CA
809
Clearstead Advisors
Ohio
$646K -$66.5K -650 -9%
CGL
810
Clarius Group LLC
Washington
$646K +$307 +3 +0%
VBCG
811
Valley Brook Capital Group
Pennsylvania
$645K +$17.1K +167 +3%
VA
812
Valmark Advisers
Ohio
$644K +$5.11K +50 +0.8%
SP
813
Symmetry Partners
Connecticut
$643K – – –
IWM
814
IHT Wealth Management
Illinois
$643K +$1.84K +18 +0.3%
SEA
815
Stegent Equity Advisors
Texas
$641K +$630K +6,162 New
AIP
816
Ahrens Investment Partners
Louisiana
$641K +$220K +2,155 +54%
BB
817
Busey Bank
Illinois
$641K +$218K +2,135 +53%
CWS
818
Confluence Wealth Services
Pennsylvania
$640K +$102 +1 +0%
MGIA
819
Matthew Goff Investment Advisor
Texas
$639K -$210K -2,056 -25%
WI
820
Wahed Invest
New York
$637K +$58.6K +573 +10%
BA
821
Bennicas & Associates
California
$635K -$10.2K -100 -2%
RPCONE
822
Retirement Planning Company of New England
Rhode Island
$635K -$134K -1,310 -18%
MAM
823
Mystic Asset Management
Rhode Island
$632K -$315K -3,075 -34%
EFS
824
Essex Financial Services
Connecticut
$631K +$2.86K +28 +0.5%
MA
825
MCF Advisors
Kentucky
$631K -$40.9K -400 -6%
31 32
33
34 35