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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
801
Csenge Advisory Group
Florida
$882K +$37.7K +280 +4%
FHA
802
Flagship Harbor Advisors
Massachusetts
$880K -$125K -932 -12%
BFS
803
Bradley Foster & Sargent
Connecticut
$876K -$10.1K -75 -1%
RIA
804
Retirement Investment Advisors
Oklahoma
$863K – – –
NAMA
805
Nikko Asset Management Americas
New York
$857K -$8.75K -65 -1%
BHCM
806
Brevan Howard Capital Management
Jersey
$855K -$1.03M -7,672 -54%
WETS
807
Wealth Enhancement Trust Services
South Dakota
$854K +$891K +6,618 New
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$853K +$424K +3,147 +91%
KWA
809
Kingswood Wealth Advisors
California
$852K +$635K +4,719 +250%
RG
810
Rathbones Group
United Kingdom
$852K +$205K +1,520 +30%
MPI
811
Mairs & Power Inc
Minnesota
$852K -$5.25K -39 -0.6%
ACP
812
Aviance Capital Partners
Florida
$852K +$4.17K +31 +0.5%
AFIA
813
America First Investment Advisors
Nebraska
$849K – – –
EFS
814
Essex Financial Services
Connecticut
$847K +$140K +1,043 +19%
HWMO
815
Heritage Wealth Management (Ohio)
Ohio
$847K -$20.2K -150 -2%
MA
816
MCF Advisors
Kentucky
$840K +$13.3K +99 +2%
MIM
817
Miller Investment Management
Pennsylvania
$839K – – –
DWT
818
Dorsey & Whitney Trust
South Dakota
$831K -$1.08K -8 -0.1%
ACH
819
ArrowMark Colorado Holdings
Colorado
$826K -$175K -1,300 -17%
PTC
820
Private Trust Company
Ohio
$826K +$13.5K +100 +2%
AFG
821
Atomi Financial Group
New York
$825K +$28K +208 +3%
PIM
822
Penobscot Investment Management
Massachusetts
$823K – – –
CWS
823
Confluence Wealth Services
Pennsylvania
$822K -$32.6K -242 -4%
RPCONE
824
Retirement Planning Company of New England
Rhode Island
$821K -$20.6K -153 -2%
CW
825
CreativeOne Wealth
Kansas
$820K +$316K +2,347 +59%
31 32
33
34 35