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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
901
Ballew Advisors
Mississippi
$254K +$207K +3,520 New
PFA
902
Pinnacle Family Advisors
Missouri
$254K +$213K +3,627 New
JIC
903
Joel Isaacson & Co
New York
$254K +$213K +3,628 New
WIC
904
Woodmont Investment Counsel
Tennessee
$254K +$214K +3,637 New
SG
905
Somerset Group
Minnesota
$253K -$16.7K -285 -7%
CT
906
Columbia Trust
Oregon
$253K +$213K +3,635 New
CA
907
Centerpoint Advisors
Massachusetts
$252K – – –
LWM
908
Loveless Wealth Management
Montana
$252K +$212K +3,610 New
ST
909
Spinnaker Trust
Maine
$251K +$212K +3,603 New
KA
910
Kovack Advisors
Florida
$249K +$209K +3,562 New
SC
911
Searle & Co
Connecticut
$248K -$117K -2,000 -36%
HA
912
Harbor Advisors
Florida
$248K +$208K +3,541 New
SBIA
913
Sheaff Brock Investment Advisors
Indiana
$248K +$208K +3,546 New
WG
914
Winton Group
United Kingdom
$247K -$1.81M -30,881 -90%
SFA
915
Sequoia Financial Advisors
Ohio
$247K +$207K +3,534 New
ECM
916
Estabrook Capital Management
New York
$245K +$294 +5 +0.1%
APWM
917
Atlas Private Wealth Management
New York
$245K +$12.4K +211 +6%
SAM
918
Strategy Asset Managers
California
$245K +$206K +3,510 New
IA
919
IFG Advisory
Georgia
$244K -$114K -1,944 -36%
LHC
920
Little House Capital
Massachusetts
$244K -$64.3K -1,095 -24%
VRM
921
Vectors Research Management
New York
$243K -$2.94K -50 -1%
BHBT
922
Burke & Herbert Bank & Trust
Virginia
$242K +$203K +3,462 New
RVPG
923
Relative Value Partners Group
$242K +$203K +3,463 New
YMRC
924
Yorktown Management & Research Company
Virginia
$241K -$150K -2,550 -43%
CRC
925
Curi RMB Capital
Illinois
$238K -$29.1K -495 -13%
35 36
37
38 39