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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
876
EP Wealth Advisors
California
$252K -$484K -5,945 -56%
JHCP
877
Jackson Hole Capital Partners
Oklahoma
$252K – – –
APW
878
Austin Private Wealth
Texas
$251K +$20.8K +255 +6%
AT
879
Arden Trust
Delaware
$250K -$203K -2,499 -35%
MWM
880
Mission Wealth Management
California
$246K -$41.4K -509 -10%
FNFDCM
881
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$246K -$4.07K -50 -1%
QP
882
Quilter Plc
United Kingdom
$245K -$15.5K -190 -4%
CFA
883
CWS Financial Advisors
Michigan
$245K -$14.4K -177 -7%
PVWM
884
Point View Wealth Management
New Jersey
$244K +$244 +3 +0.1%
GCC
885
Guardian Capital (Canada)
Ontario, Canada
$244K +$40.7K +500 +12%
NIM
886
NuWave Investment Management
New Jersey
$242K -$581K -7,137 -61%
DWM
887
Dakota Wealth Management
Florida
$241K -$421K -5,176 -54%
GCM
888
Gables Capital Management
Florida
$240K – – –
BIM
889
Bridges Investment Management
Nebraska
$239K +$7.49K +92 +2%
EM
890
Excalibur Management
Massachusetts
$239K +$146K +1,793 +67%
GT
891
Greenleaf Trust
Michigan
$238K -$176K -2,168 -33%
CM
892
Columbus Macro
Pennsylvania
$236K +$358K +4,398 New
CFGS
893
Concourse Financial Group Securities
Alabama
$235K -$61.9K -761 -15%
LCM
894
LVM Capital Management
Michigan
$235K -$1.87K -23 -0.5%
SAM
895
SignalPoint Asset Management
Missouri
$233K -$44.4K -545 -11%
CCA
896
Checchi Capital Advisers
California
$232K +$9.6K +118 +3%
GLA
897
Good Life Advisors
Pennsylvania
$231K -$40.6K -499 -10%
TVAMP
898
Tennessee Valley Asset Management Partners
Tennessee
$229K +$16K +197 +5%
PTC
899
Private Trust Company
Ohio
$228K -$314K -3,863 -48%
PP
900
PDS Planning
Ohio
$228K +$3.17K +39 +0.9%
34 35
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37 38