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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
901
WhitTier Trust Company
Nevada
$439K – – –
VDI
902
Vaughan David Investments
Illinois
$435K -$46.6K -554 -10%
AFP
903
Ausdal Financial Partners
Iowa
$433K -$4.04K -48 -0.9%
JWCA
904
J.W. Coons Advisors
Ohio
$430K – – –
PA
905
Probity Advisors
Texas
$429K -$10.8K -128 -3%
PCS
906
Personal CFO Solutions
New Jersey
$428K +$32.6K +387 +8%
WCM
907
Weik Capital Management
Pennsylvania
$427K -$54.7K -650 -12%
CI
908
Conning Inc
Connecticut
$426K -$18.3K -218 -4%
S
909
SignatureFD
Georgia
$426K +$18.8K +223 +5%
EFS
910
Essex Financial Services
Connecticut
$426K +$415K +4,928 New
CCM
911
Coldstream Capital Management
Washington
$425K -$121K -1,444 -23%
TW
912
Transform Wealth
Colorado
$425K -$36.6K -435 -8%
AWM
913
Altium Wealth Management
New York
$425K -$23.6K -281 -5%
IVP
914
Intrinsic Value Partners
Arizona
$424K -$7.07K -84 -2%
ECM
915
Evergreen Capital Management
Washington
$422K +$23.6K +281 +6%
CGL
916
Clarius Group LLC
Washington
$421K – – –
JHCP
917
Jackson Hole Capital Partners
Oklahoma
$421K +$67.6K +804 +20%
MYAM
918
Meiji Yasuda Asset Management
Japan
$420K -$29.4K -350 -7%
FHA
919
Flagship Harbor Advisors
Massachusetts
$420K +$165K +1,956 +67%
BP
920
Ballentine Partners
Massachusetts
$420K +$409K +4,859 New
AIP
921
ARS Investment Partners
New York
$419K +$408K +4,850 New
CT
922
Coastline Trust
Rhode Island
$418K – – –
GG
923
Gofen & Glossberg
Illinois
$417K +$757 +9 +0.2%
AF
924
Aldebaran Financial
$416K – – –
PIM
925
Perpetual Investment Management
Australia
$415K +$1.77K +21 +0.4%
35 36
37
38 39