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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
901
Veracity Capital
Georgia
$558K -$141K -1,260 -21%
ALA
902
Atlas Legacy Advisors
California
$555K +$218K +1,947 +72%
LCM
903
LVM Capital Management
Michigan
$554K – – –
ICM
904
Islay Capital Management
Texas
$553K – – –
SAI
905
Savvy Advisors Inc
New York
$549K +$104K +925 +25%
PSP
906
Principal Street Partners
Tennessee
$545K +$254K +2,268 +98%
TCOV
907
Trust Company of Vermont
Vermont
$544K +$22.6K +202 +5%
KIA
908
KCM Investment Advisors
California
$544K -$4.48K -40 -0.9%
BAWM
909
Bennett Associates Wealth Management
Pennsylvania
$544K +$78.1K +697 +18%
NL
910
NVWM LLC
Pennsylvania
$543K +$11.7K +104 +2%
GWMI
911
Guardian Wealth Management (Illinois)
Illinois
$542K -$108K -967 -18%
CWM
912
Connecticut Wealth Management
Connecticut
$540K -$560 -5 -0.1%
CIA
913
Capital Investment Advisors
Georgia
$540K +$24K +214 +5%
A
914
AlphaQuest
New York
$537K -$166K -1,484 -25%
MIM
915
Merrion Investment Management
New Jersey
$537K -$56K -500 -10%
SW
916
Simplicity Wealth
New Jersey
$535K +$165K +1,471 +49%
DP
917
Dearborn Partners
Illinois
$535K +$122K +1,091 +32%
LC
918
Lincoln Capital
Nebraska
$535K -$14K -125 -3%
ECM
919
Evergreen Capital Management
Washington
$535K -$21.4K -191 -4%
WA
920
WP Advisors
California
$533K +$16.5K +147 +3%
MWM
921
Modern Wealth Management
Kansas
$533K +$46.6K +416 +10%
BIM
922
Bridges Investment Management
Nebraska
$532K -$61.6K -550 -11%
PAA
923
Peregrine Asset Advisers
Oregon
$528K – – –
DFG
924
Demars Financial Group
Washington
$528K +$4.71K +42 +1%
PAM
925
Palisade Asset Management
Minnesota
$525K -$107K -951 -18%
35 36
37
38 39