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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
876
Kovack Advisors
Florida
$348K +$14.5K +172 +4%
TCA
877
Transcend Capital Advisors
New Jersey
$348K +$116K +1,377 +52%
WT
878
Whittier Trust
California
$345K – – –
BBHC
879
Brown Brothers Harriman & Co
New York
$345K +$19.1K +226 +6%
JGUA
880
John G. Ullman & Associates
New York
$344K – – –
SAM
881
Strategy Asset Managers
California
$343K +$28.6K +339 +9%
PCA
882
Personal Capital Advisors
California
$342K -$132K -1,569 -28%
GIA
883
GHP Investment Advisors
Colorado
$342K -$20K -237 -6%
XT
884
XTX Topco
Cayman Islands
$340K -$144K -1,706 -30%
CAM
885
Cresset Asset Management
Illinois
$340K +$63.5K +752 +23%
BB
886
Busey Bank
Illinois
$338K +$106K +1,253 +47%
CCM
887
Coldstream Capital Management
Washington
$337K +$50.6K +600 +18%
VI
888
Versor Investments
New York
$337K +$331K +3,926 New
WI
889
Wedgewood Investors
Pennsylvania
$335K – – –
SFA
890
Sequoia Financial Advisors
Ohio
$335K +$29.1K +345 +10%
CCC
891
Crescent Capital Consulting
Louisiana
$332K – – –
JIC
892
Joel Isaacson & Co
New York
$332K +$1.01K +12 +0.3%
WWM
893
Western Wealth Management
Colorado
$332K +$328K +3,882 New
S
894
SignatureFD
Georgia
$329K +$81.2K +962 +34%
MFW
895
Meristem Family Wealth
Minnesota
$329K +$323K +3,830 New
GF
896
Gries Financial
Ohio
$328K +$10.6K +125 +3%
PA
897
Probity Advisors
Texas
$328K +$35.2K +417 +12%
ZB
898
Zions Bancorporation
Utah
$328K +$59.8K +708 +23%
HC
899
HNP Capital
New York
$324K – – –
VRM
900
Vectors Research Management
New York
$324K – – –
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