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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
851
B. Riley Wealth Management
Tennessee
$236K +$234K +3,068 New
IAM
852
Iridian Asset Management
Connecticut
$235K – – –
LI
853
LMCG Investments
Massachusetts
$234K -$13.4K -176 -5%
FCCM
854
First City Capital Management
Georgia
$232K +$1.9K +25 +0.8%
CBT
855
Central Bank & Trust
Kentucky
$232K – – –
AUB
856
Atlantic Union Bankshares
Virginia
$232K +$306K +4,021 New
BA
857
Birinyi Associates
Connecticut
$231K +$228K +3,000 New
BCM
858
Blenheim Capital Management
New Jersey
$231K +$228K +3,000 New
PMG
859
ProVise Management Group
Florida
$230K -$58K -762 -20%
GP
860
Girard Partners
Pennsylvania
$230K +$4.19K +55 +2%
FCBT
861
First Citizens Bank & Trust
North Carolina
$228K -$17.7K -233 -7%
TWA
862
TCI Wealth Advisors
Arizona
$227K – – –
BGAM
863
Boussard & Gavaudan Asset Management
United Kingdom
$226K -$49.4K -649 -18%
WPW
864
Waldron Private Wealth
Pennsylvania
$225K -$2.36K -31 -1%
JRP
865
Jasper Ridge Partners
California
$224K – – –
BMO
866
Beck Mack & Oliver
New York
$223K -$106K -1,396 -32%
GGPS
867
Gary Goldberg Planning Services
New York
$221K -$34.5K -453 -14%
CFMC
868
Curbstone Financial Management Corp
New Hampshire
$220K +$217K +2,852 New
BWM
869
Braver Wealth Management
Massachusetts
$220K +$218K +2,860 New
MTC
870
McDaniel Terry & Co
Texas
$219K – – –
NSAM
871
North Star Asset Management
Wisconsin
$218K -$11.6K -152 -5%
MWP
872
Moller Wealth Partners
$218K – – –
CFSG
873
Community Financial Services Group
Vermont
$216K +$213K +2,800 New
KIG
874
Kovitz Investment Group
Illinois
$215K +$9.67K +127 +4%
FMWA
875
Forvis Mazars Wealth Advisors
Missouri
$214K -$41K -539 -16%
33 34
35
36 37