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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
826
Gries Financial
Ohio
$375K +$349K +4,448 New
JHCP
827
Jackson Hole Capital Partners
Oklahoma
$374K – – –
SWM
828
Segment Wealth Management
Texas
$374K +$14.9K +190 +4%
BWM
829
Buckley Wealth Management
Nevada
$373K -$231K -2,949 -39%
AF
830
Aldebaran Financial
$373K -$25.1K -320 -7%
CW
831
CreativeOne Wealth
Kansas
$373K +$43K +548 +14%
WA
832
WP Advisors
California
$372K +$3.77K +48 +1%
FNFDCM
833
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$370K – – –
FBT
834
First Bankers Trust
Kentucky
$369K -$188K -2,400 -35%
HB
835
Homrich & Berg
Georgia
$369K -$40.2K -512 -10%
SRC
836
Sage Rhino Capital
California
$368K +$57.7K +735 +19%
SIM
837
Sentry Investment Management
Wisconsin
$364K -$1.7M -21,715 -83%
CMO
838
Covenant Multifamily Offices
Texas
$363K +$350K +4,455 New
WA
839
WBH Advisory
Maryland
$362K +$26.8K +342 +8%
MYAM
840
Meiji Yasuda Asset Management
Japan
$362K +$348K +4,434 New
CP
841
Camelot Portfolios
Ohio
$360K -$163K -2,082 -32%
PNC
842
Park National Corp
Ohio
$359K -$14.9K -190 -4%
WIA
843
Westbourne Investment Advisors
Maryland
$359K – – –
RC
844
Roundview Capital
New Jersey
$357K -$10.6K -135 -3%
MIC
845
Means Investment Company
Maine
$355K +$157 +2 +0%
KIA
846
KCM Investment Advisors
California
$355K +$18.4K +235 +6%
MAFM
847
Mid Atlantic Financial Management
Pennsylvania
$354K +$10K +128 +3%
SCM
848
Stevens Capital Management
Pennsylvania
$354K +$341K +4,343 New
MMPW
849
Mitchell McLeod Pugh & Williams
Alabama
$351K +$24.3K +310 +8%
SP
850
Successful Portfolios
Florida
$350K – – –
32 33
34
35 36