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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
801
Infrastructure Capital Advisors
New York
$654K +$313K +3,220 +89%
HFG
802
Heron Financial Group
New York
$651K +$14.6K +150 +2%
AMIM
803
Aull & Monroe Investment Management
Alabama
$651K -$9.72K -100 -1%
FIM
804
Freedom Investment Management
Connecticut
$649K -$21.3K -219 -3%
CG
805
Caprock Group
Idaho
$643K -$2.92K -30 -0.4%
VHAM
806
Van Hulzen Asset Management
California
$641K -$7.49K -77 -1%
WC
807
Westhampton Capital
North Carolina
$637K -$1.94K -20 -0.3%
SSB
808
Sandy Spring Bank
Maryland
$631K -$30.4K -313 -5%
WI
809
Wahed Invest
New York
$631K +$61.4K +632 +11%
ICM
810
Islay Capital Management
Texas
$629K – – –
UFF
811
USA Financial Formulas
Michigan
$629K -$147K -1,516 -19%
MA
812
MCF Advisors
Kentucky
$629K +$59.2K +609 +10%
ESCM
813
Echo Street Capital Management
New York
$628K -$86.6K -891 -12%
TCOT
814
Trust Company of Toledo
Ohio
$628K +$87.5K +900 +16%
CWM
815
C2C Wealth Management
Arizona
$623K – – –
CWS
816
Confluence Wealth Services
Pennsylvania
$622K +$36.2K +372 +6%
MIM
817
Miller Investment Management
Pennsylvania
$620K – – –
IW
818
Imprint Wealth
South Carolina
$619K – – –
JCIA
819
Jackson Creek Investment Advisors
Colorado
$619K +$203K +2,087 +47%
CA
820
Clearstead Advisors
Ohio
$617K +$16.6K +171 +3%
CWM
821
Cornerstone Wealth Management
Missouri
$615K +$13.6K +140 +2%
SSA
822
South Street Advisors
New York
$612K – – –
BCM
823
Birmingham Capital Management
Alabama
$604K -$15.6K -160 -2%
BMCM
824
Bryn Mawr Capital Management
Pennsylvania
$600K +$23.9K +246 +4%
CPIG
825
Chicago Partners Investment Group
Illinois
$598K +$16.1K +166 +3%
31 32
33
34 35