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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
901
Sargent Bickham Lagudis
Colorado
$148K – – –
TSW
902
Thompson Siegel & Walmsley
Virginia
$146K – – –
AII
903
AGF Investments Inc
Ontario, Canada
$145K -$109K -1,787 -39%
TCOV
904
Trust Company of Vermont
Vermont
$144K +$4.52K +74 +3%
TC
905
Trust Company
Kansas
$143K +$14.8K +242 +10%
LPIC
906
LeJeune Puetz Investment Counsel
Michigan
$139K – – –
RP
907
Rowlandmiller & Partners
Georgia
$137K -$66.8K -1,095 -30%
FMLI
908
Fukoku Mutual Life Insurance
Japan
$137K – – –
APW
909
Acima Private Wealth
Virginia
$135K -$793 -13 -0.5%
LWM
910
Liberty Wealth Management
California
$135K +$976 +16 +0.6%
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$9.15K -150 -5%
LC
912
Lindbrook Capital
California
$134K -$1.65K -27 -1%
QCG
913
Quadrant Capital Group
Ohio
$132K -$38.9K -637 -20%
S
914
SignatureFD
Georgia
$131K +$1.53K +25 +1%
CAM
915
Close Asset Management
United Kingdom
$120K – – –
BCA
916
Bray Capital Advisors
Florida
$120K +$1.47K +24 +1%
MAM
917
Meeder Asset Management
Ohio
$118K -$2.03M -33,201 -94%
WOC
918
West Oak Capital
California
$118K – – –
AWM
919
Avior Wealth Management
Nebraska
$117K +$2.2K +36 +2%
CCM
920
Chiron Capital Management
Florida
$116K +$137K +2,243 New
OIA
921
Optimum Investment Advisors
Illinois
$115K – – –
PCG
922
Private Capital Group
Connecticut
$111K -$56.1K -920 -30%
LWANC
923
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K -$3.05K -50 -2%
SWA
924
Sutton Wealth Advisors
Florida
$105K +$3.23K +53 +3%
MHR
925
Matthew Hamilton Rosenberg
$103K -$45.8K -750 -27%
35 36
37
38 39