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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
801
Heron Financial Group
New York
$651K +$14.6K +150 +2%
AMIM
802
Aull & Monroe Investment Management
Alabama
$651K -$9.72K -100 -1%
FIM
803
Freedom Investment Management
Connecticut
$649K -$21.3K -219 -3%
CG
804
Caprock Group
Idaho
$643K -$2.92K -30 -0.4%
VHAM
805
Van Hulzen Asset Management
California
$641K -$7.49K -77 -1%
WC
806
Westhampton Capital
North Carolina
$637K -$1.94K -20 -0.3%
SSB
807
Sandy Spring Bank
Maryland
$631K -$30.4K -313 -5%
WI
808
Wahed Invest
New York
$631K +$61.4K +632 +11%
ICM
809
Islay Capital Management
Texas
$629K – – –
UFF
810
USA Financial Formulas
Michigan
$629K -$147K -1,516 -19%
MA
811
MCF Advisors
Kentucky
$629K +$59.2K +609 +10%
ESCM
812
Echo Street Capital Management
New York
$628K -$86.6K -891 -12%
TCOT
813
Trust Company of Toledo
Ohio
$628K +$87.5K +900 +16%
CWM
814
C2C Wealth Management
Arizona
$623K – – –
CWS
815
Confluence Wealth Services
Pennsylvania
$622K +$36.2K +372 +6%
MIM
816
Miller Investment Management
Pennsylvania
$620K – – –
IW
817
Imprint Wealth
South Carolina
$619K – – –
JCIA
818
Jackson Creek Investment Advisors
Colorado
$619K +$203K +2,087 +47%
CA
819
Clearstead Advisors
Ohio
$617K +$16.6K +171 +3%
CWM
820
Cornerstone Wealth Management
Missouri
$615K +$13.6K +140 +2%
SSA
821
South Street Advisors
New York
$612K – – –
BCM
822
Birmingham Capital Management
Alabama
$604K -$15.6K -160 -2%
BMCM
823
Bryn Mawr Capital Management
Pennsylvania
$600K +$23.9K +246 +4%
CPIG
824
Chicago Partners Investment Group
Illinois
$598K +$16.1K +166 +3%
VBCG
825
Valley Brook Capital Group
Pennsylvania
$596K +$97 +1 +0%
31 32
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