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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
826
GLG Partners
United Kingdom
$337K -$3.18M -38,264 -91%
JIC
827
Joel Isaacson & Co
New York
$335K +$914 +11 +0.3%
TIA
828
Tiemann Investment Advisors
California
$334K – – –
IWA
829
Intercontinental Wealth Advisors
Texas
$333K +$60.9K +733 +24%
BFIM
830
Beese Fulmer Investment Management
Ohio
$329K -$8.31K -100 -3%
BAM
831
Berkshire Asset Management
Pennsylvania
$326K +$10.7K +129 +4%
PG
832
Patten Group
Tennessee
$325K -$16.4K -197 -5%
SWM
833
Segment Wealth Management
Texas
$321K +$249 +3 +0.1%
WSTAM
834
Wilbanks Smith & Thomas Asset Management
Virginia
$319K -$20.4K -245 -6%
SFFS
835
Stonehage Fleming Financial Services
Jersey
$318K -$139K -1,675 -31%
BB
836
Bell Bank
North Dakota
$318K -$30.7K -369 -9%
KIA
837
KCM Investment Advisors
California
$316K -$72.6K -873 -19%
OPTFSNA
838
Old Point Trust & Financial Services N A
Virginia
$315K – – –
BHBT
839
Burke & Herbert Bank & Trust
Virginia
$314K -$16.6K -200 -5%
PAM
840
Private Asset Management
California
$314K -$9.81K -118 -3%
WA
841
WealthTrust Axiom
Pennsylvania
$314K -$1.41K -17 -0.5%
PAS
842
Partnervest Advisory Services
California
$312K -$166 -2 -0.1%
FSA
843
Franklin Street Advisors
North Carolina
$311K +$6.24K +75 +2%
AW
844
ACG Wealth
Georgia
$309K -$20.3K -244 -6%
UR
845
USCA RIA
Texas
$308K +$33.3K +401 +13%
AI
846
Atria Investments
North Carolina
$308K +$62.8K +756 +27%
HA
847
Harbor Advisors
Florida
$306K +$294K +3,541 New
BCM
848
Brookstone Capital Management
Illinois
$306K +$295K +3,543 New
GKWIM
849
Gerber Kawasaki Wealth & Investment Management
California
$304K -$483K -5,810 -62%
AIP
850
Almanack Investment Partners
Pennsylvania
$304K +$293K +3,523 New
32 33
34
35 36