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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
826
Integrated Advisors Network
Texas
$475K +$43.2K +507 +9%
IGWM
827
ICA Group Wealth Management
Colorado
$472K +$29.1K +342 +6%
GIM
828
Groesbeck Investment Management
New Jersey
$471K – – –
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$469K -$1.53K -18 -0.3%
PP
830
Patron Partners
Texas
$468K +$30.4K +357 +7%
BTWM
831
Baker Tilly Wealth Management
Wisconsin
$467K -$90.2K -1,058 -15%
JCM
832
J2 Capital Management
Michigan
$466K +$112K +1,318 +30%
SWM
833
Stockman Wealth Management
Montana
$464K -$19.2K -225 -4%
BAMF
834
BI Asset Management Fondsmaeglerselskab
Denmark
$462K +$160K +1,874 +49%
ESB
835
Essex Savings Bank
Connecticut
$461K -$2.56K -30 -0.5%
FFWA
836
FRG Family Wealth Advisors
Washington
$460K – – –
WAM
837
Weatherly Asset Management
California
$459K -$6.14K -72 -1%
MME
838
Meag Munich Ergo
Germany
$457K – – –
ET
839
Equitable Trust
Tennessee
$455K +$76.8K +901 +19%
CAM
840
Campion Asset Management
Virginia
$452K – – –
AWM
841
Avior Wealth Management
Nebraska
$452K +$12K +141 +3%
BAM
842
Blueshift Asset Management
New Jersey
$451K -$5.88K -69 -1%
PCM
843
Prelude Capital Management
New York
$449K -$1.78M -20,877 -79%
WI
844
Wahed Invest
New York
$448K +$43K +504 +10%
WA
845
Waddell & Associates
Tennessee
$447K -$17.2K -202 -4%
VAM
846
Verity Asset Management
North Carolina
$447K +$472K +5,536 New
OF
847
Outfitter Financial
Maine
$444K – – –
ACA
848
Aptus Capital Advisors
Alabama
$441K +$192K +2,255 +70%
RIM
849
Regent Investment Management
Kentucky
$438K -$4.26K -50 -0.9%
CCM
850
Covington Capital Management
California
$437K -$78.8K -925 -15%
32 33
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