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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
901
Belpointe Asset Management
Nevada
$292K +$110K +1,554 +62%
AC
902
Avestar Capital
New York
$292K +$288K +4,064 New
DWT
903
Dorsey & Whitney Trust
South Dakota
$291K -$115K -1,620 -29%
MCA
904
Mercer Capital Advisers
New Jersey
$290K – – –
MIC
905
Means Investment Company
Maine
$289K -$1.84K -26 -0.6%
CIM
906
Corbyn Investment Management
Maryland
$289K – – –
CIAS
907
Capital Investment Advisory Services
North Carolina
$289K +$2.34K +33 +0.8%
ECM
908
Evergreen Capital Management
Washington
$289K +$285K +4,023 New
FA
909
FMA Advisory
Pennsylvania
$288K -$5.81K -82 -2%
FCBT
910
First Citizens Bank & Trust
North Carolina
$285K -$1.85M -26,152 -87%
MA
911
Mutual Advisors
Nebraska
$285K +$281K +3,966 New
GG
912
Gofen & Glossberg
Illinois
$284K -$1.27K -18 -0.5%
PCMC
913
Paragon Capital Management (Colorado)
Colorado
$283K -$11.3K -159 -4%
SG
914
Somerset Group
Minnesota
$283K -$18.1K -255 -6%
SC
915
Scotia Capital
Ontario, Canada
$281K -$4.46K -63 -2%
PTC
916
Private Trust Company
Ohio
$280K -$9.98K -141 -3%
IAMOG
917
Investors Asset Management of Georgia
Georgia
$278K – – –
CG
918
Cutler Group
California
$278K +$31.4K +444 +13%
MFG
919
Menard Financial Group
Texas
$276K +$271K +3,833 New
EWA
920
EP Wealth Advisors
California
$275K -$61.9K -875 -19%
CAAS
921
Capital Asset Advisory Services
Michigan
$275K +$14.6K +206 +5%
RIM
922
Rampart Investment Management
Connecticut
$275K +$52.5K +741 +24%
RHBC
923
R.H. Bluestein & Co
Michigan
$275K +$271K +3,825 New
FA
924
Faithward Advisors
Pennsylvania
$273K -$159K -2,242 -37%
AWM
925
Aries Wealth Management
Maine
$273K +$268K +3,791 New
35 36
37
38 39