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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
901
YorkBridge Wealth Partners
New York
$362K +$391 +4 +0.1%
DWM
902
Doyle Wealth Management
Florida
$360K +$408K +4,173 New
JHCP
903
Jackson Hole Capital Partners
Oklahoma
$360K +$408K +4,176 New
HIM
904
Hillsdale Investment Management
Ontario, Canada
$359K +$25.4K +260 +7%
FMLI
905
Fukoku Mutual Life Insurance
Japan
$358K – – –
MCA
906
Mercer Capital Advisers
New Jersey
$358K – – –
WJA
907
Williams Jones & Associates
New York
$358K +$65.5K +670 +19%
MIC
908
Means Investment Company
Maine
$358K +$406K +4,158 New
CPC
909
Congress Park Capital
New York
$357K +$98 +1 +0%
RIM
910
Rampart Investment Management
Connecticut
$356K -$2.19M -22,381 -84%
NFG
911
Next Financial Group
Texas
$355K -$47.5K -486 -11%
BA
912
BKS Advisors
Michigan
$355K -$28.5K -292 -7%
FCMT
913
Founders Capital Management (Texas)
Texas
$354K – – –
RG
914
Rathbones Group
United Kingdom
$354K – – –
CA
915
Cullinan Associates
Kentucky
$353K -$215K -2,200 -35%
WEC
916
Winslow Evans & Crocker
Massachusetts
$352K -$39.1K -400 -9%
AWM
917
Alterna Wealth Management
Texas
$351K +$414K +4,239 New
HCM
918
Howland Capital Management
Massachusetts
$349K -$20.7K -212 -5%
SCM
919
SKBA Capital Management
California
$349K +$19.5K +200 +5%
HIIFS
920
Harel Insurance Investments & Financial Services
Israel
$349K +$97.7K +1,000 +33%
CIM
921
Corbyn Investment Management
Maryland
$348K -$8.7K -89 -2%
CIA
922
Capital Investment Advisors
Georgia
$347K -$195 -2 -0%
NICM
923
Neo Ivy Capital Management
New York
$347K +$394K +4,032 New
MPWT
924
MassMutual Private Wealth & Trust
Connecticut
$346K +$46K +471 +13%
MWM
925
Mission Wealth Management
California
$345K +$13.5K +138 +4%
35 36
37
38 39