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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
801
First National Trust
Pennsylvania
$883K +$13.6K +101 +1%
CAG
802
Csenge Advisory Group
Florida
$882K +$37.7K +280 +4%
FHA
803
Flagship Harbor Advisors
Massachusetts
$880K -$125K -932 -12%
BFS
804
Bradley Foster & Sargent
Connecticut
$876K -$10.1K -75 -1%
RIA
805
Retirement Investment Advisors
Oklahoma
$863K – – –
NAMA
806
Nikko Asset Management Americas
New York
$857K -$8.75K -65 -1%
BHCM
807
Brevan Howard Capital Management
Jersey
$855K -$1.03M -7,672 -54%
WETS
808
Wealth Enhancement Trust Services
South Dakota
$854K +$891K +6,618 New
PWMAG
809
Pinnacle Wealth Management Advisory Group
New Jersey
$853K +$424K +3,147 +91%
KWA
810
Kingswood Wealth Advisors
California
$852K +$635K +4,719 +250%
RG
811
Rathbones Group
United Kingdom
$852K +$205K +1,520 +30%
MPI
812
Mairs & Power Inc
Minnesota
$852K -$5.25K -39 -0.6%
ACP
813
Aviance Capital Partners
Florida
$852K +$4.17K +31 +0.5%
AFIA
814
America First Investment Advisors
Nebraska
$849K – – –
EFS
815
Essex Financial Services
Connecticut
$847K +$140K +1,043 +19%
HWMO
816
Heritage Wealth Management (Ohio)
Ohio
$847K -$20.2K -150 -2%
MA
817
MCF Advisors
Kentucky
$840K +$13.3K +99 +2%
MIM
818
Miller Investment Management
Pennsylvania
$839K – – –
DWT
819
Dorsey & Whitney Trust
South Dakota
$831K -$1.08K -8 -0.1%
ACH
820
ArrowMark Colorado Holdings
Colorado
$826K -$175K -1,300 -17%
PTC
821
Private Trust Company
Ohio
$826K +$13.5K +100 +2%
AFG
822
Atomi Financial Group
New York
$825K +$28K +208 +3%
PIM
823
Penobscot Investment Management
Massachusetts
$823K – – –
CWS
824
Confluence Wealth Services
Pennsylvania
$822K -$32.6K -242 -4%
RPCONE
825
Retirement Planning Company of New England
Rhode Island
$821K -$20.6K -153 -2%
31 32
33
34 35