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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
826
American Financial Group
Ohio
$540K +$526K +6,250 New
QT
827
Quantamental Technologies
New York
$538K -$1.22M -14,461 -70%
PGIM
828
Pacific Global Investment Management
California
$536K -$21.2K -252 -4%
SWM
829
SeaCrest Wealth Management
New York
$536K +$86.7K +1,030 +20%
DMBA
830
Deseret Mutual Benefit Administrators
Utah
$534K -$76.7K -912 -13%
CA
831
Clearstead Advisors
Ohio
$533K – – –
SP
832
Symmetry Partners
Connecticut
$533K – – –
I
833
INVST
Indiana
$530K +$16.2K +193 +3%
CCA
834
Checchi Capital Advisers
California
$529K +$88.3K +1,049 +21%
DAC
835
Dividend Assets Capital
South Carolina
$529K +$332K +3,946 +181%
PTC
836
Private Trust Company
Ohio
$528K +$28.3K +336 +6%
ACG
837
Allen Capital Group
Nebraska
$526K -$51.4K -611 -9%
SKK
838
Shepherd Kaplan Krochuk
Massachusetts
$523K – – –
SA
839
Syntax Advisors
New York
$522K -$132K -1,568 -21%
VCG
840
Vantage Consulting Group
Virginia
$522K -$132K -1,568 -21%
HCA
841
Heck Capital Advisors
Wisconsin
$520K – – –
FLPIM
842
F.L. Putnam Investment Management
Massachusetts
$519K +$6.31K +75 +1%
WIA
843
Westbourne Investment Advisors
Maryland
$515K -$8.41K -100 -2%
MA
844
MCF Advisors
Kentucky
$514K +$500K +5,947 New
REMPR
845
Roof Eidam Maycock Peralta (REMP)
California
$511K – – –
CSPIA
846
Cary Street Partners Investment Advisory
Virginia
$511K +$119K +1,417 +32%
CA
847
Cullinan Associates
Kentucky
$510K -$14.6K -174 -3%
ATC
848
Argent Trust Co
Tennessee
$510K – – –
AMBIA
849
Allen Mooney & Barnes Investment Advisors
Georgia
$510K +$497K +5,902 New
PWPS
850
Pinnacle Wealth Planning Services
Ohio
$502K -$252 -3 -0.1%
32 33
34
35 36