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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
826
Argent Trust Co
Tennessee
$640K -$10.2K -100 -2%
CWM
827
Cornerstone Wealth Management
Missouri
$639K +$641K +6,303 New
CA
828
Clearstead Advisors
Ohio
$639K +$9.15K +90 +1%
AFG
829
American Financial Group
Ohio
$634K – – –
VBCG
830
Valley Brook Capital Group
Pennsylvania
$634K +$5.19K +51 +0.8%
VT
831
Vise Technologies
New York
$629K +$229K +2,253 +57%
BWM
832
BerganKDV Wealth Management
Minnesota
$629K -$23.9K -235 -4%
WIA
833
Westbourne Investment Advisors
Maryland
$627K -$18.8K -185 -3%
SP
834
Symmetry Partners
Connecticut
$626K – – –
CGL
835
Clarius Group LLC
Washington
$626K -$3.66K -36 -0.6%
FNBT
836
FineMark National Bank & Trust
Florida
$623K +$213K +2,099 +52%
CWS
837
Confluence Wealth Services
Pennsylvania
$623K +$102 +1 +0%
JWBC
838
John W. Bristol & Co
New York
$622K -$647K -6,360 -51%
MGIA
839
Matthew Goff Investment Advisor
Texas
$622K – – –
RPCONE
840
Retirement Planning Company of New England
Rhode Island
$620K +$1.73K +17 +0.3%
BB
841
Busey Bank
Illinois
$619K -$4.58K -45 -0.7%
NAS
842
Nicolet Advisory Services
Wisconsin
$618K +$188K +1,846 +44%
PCMF
843
Private Capital Management (Florida)
Florida
$617K +$619K +6,089 New
VA
844
Valmark Advisers
Ohio
$616K -$10.6K -104 -2%
MAM
845
Mystic Asset Management
Rhode Island
$615K – – –
PFSC
846
Peoples Financial Services Corp
Pennsylvania
$614K – – –
BMCM
847
Bryn Mawr Capital Management
Pennsylvania
$612K -$45.3K -446 -7%
HCA
848
Heck Capital Advisors
Wisconsin
$610K – – –
PCC
849
Park Circle Company
Maryland
$608K -$610K -6,000 -50%
HAI
850
Hennessy Advisors Inc
California
$608K -$254K -2,500 -29%
32 33
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35 36