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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
Buckley Wealth Management
Nevada
$383K -$9.45K -112 -2%
SIM
852
Sentry Investment Management
Wisconsin
$383K – – –
MYAM
853
Meiji Yasuda Asset Management
Japan
$381K – – –
CP
854
Camelot Portfolios
Ohio
$379K – – –
LFF
855
Level Four Financial
Texas
$377K -$72.8K -862 -16%
WIA
856
Westbourne Investment Advisors
Maryland
$376K -$1.69K -20 -0.5%
KIA
857
KCM Investment Advisors
California
$374K – – –
VAS
858
Vestmark Advisory Solutions
Massachusetts
$370K +$46.5K +551 +15%
SP
859
Successful Portfolios
Florida
$368K – – –
CG
860
Caprock Group
Idaho
$366K +$360K +4,267 New
APP
861
Avantax Planning Partners
Iowa
$365K -$167K -1,981 -32%
PP
862
PDS Planning
Ohio
$365K +$2.87K +34 +0.8%
AIM
863
Acropolis Investment Management
Missouri
$364K -$46.8K -555 -12%
BEC
864
Blue Edge Capital
Virginia
$363K +$253 +3 +0.1%
QP
865
Quilter Plc
United Kingdom
$363K -$30.4K -360 -8%
CCA
866
Checchi Capital Advisers
California
$360K +$18.1K +214 +5%
JF
867
Jump Financial
Illinois
$359K +$78.6K +931 +29%
LCM
868
LVM Capital Management
Michigan
$354K -$8.44K -100 -2%
LSA
869
Leonteq Securities AG
Switzerland
$354K -$259K -3,064 -43%
HDIM
870
Hanson & Doremus Investment Management
Vermont
$353K +$45.7K +541 +9%
PNC
871
Park National Corp
Ohio
$352K -$25.7K -305 -7%
AWM
872
Avior Wealth Management
Nebraska
$352K +$3.38K +40 +1%
EM
873
Excalibur Management
Massachusetts
$351K -$8.95K -106 -3%
SC
874
Scotia Capital
Ontario, Canada
$351K -$1.27K -15 -0.4%
IAIM
875
International Assets Investment Management
Florida
$348K -$630K -7,468 -52%
33 34
35
36 37