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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
901
Sheaff Brock Investment Advisors
Indiana
$290K +$1.18K +15 +0.4%
SFA
902
Sequoia Financial Advisors
Ohio
$290K +$1.57K +20 +0.6%
ECM
903
Estabrook Capital Management
New York
$290K +$3.29K +42 +1%
HA
904
Harbor Advisors
Florida
$289K – – –
SC
905
Searle & Co
Connecticut
$289K – – –
WDC
906
Woodward Diversified Capital
California
$288K -$21.7K -277 -7%
IWM
907
IHT Wealth Management
Illinois
$288K +$18.4K +234 +7%
CIAS
908
Capital Investment Advisory Services
North Carolina
$287K -$18.3K -233 -6%
FMB
909
Field & Main Bank
Kentucky
$287K +$14.9K +190 +6%
T
910
TRUADVICE
Florida
$285K -$35.5K -453 -11%
COF
911
Capital One Financial
Virginia
$284K -$209K -2,661 -43%
CAL
912
Capital Analysts LLC
Pennsylvania
$283K +$210K +2,671 +330%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$282K – – –
RVPG
914
Relative Value Partners Group
$282K – – –
SBL
915
Sargent Bickham Lagudis
Colorado
$282K +$43.2K +550 +19%
YMRC
916
Yorktown Management & Research Company
Virginia
$281K – – –
GJIC
917
Gamble Jones Investment Counsel
California
$280K -$15K -191 -5%
AFP
918
Ausdal Financial Partners
Iowa
$280K +$43.2K +551 +19%
CCM
919
Compton Capital Management
Rhode Island
$279K -$86.3K -1,100 -24%
TWM
920
Tolleson Wealth Management
Texas
$279K +$269K +3,425 New
CRC
921
Curi RMB Capital
Illinois
$278K – – –
PA
922
Probity Advisors
Texas
$278K +$267K +3,408 New
FCBT
923
First Citizens Bank & Trust
North Carolina
$278K +$267K +3,409 New
ARTA
924
A.R.T. Advisors
New York
$277K +$267K +3,397 New
MGIA
925
Moneta Group Investment Advisors
Missouri
$276K +$266K +3,385 New
35 36
37
38 39