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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
926
Winslow Evans & Crocker
Massachusetts
$552K -$6.96K -62 -1%
ECM
927
Evergreen Capital Management
Washington
$551K +$46.7K +416 +9%
NSAM
928
North Star Asset Management
Wisconsin
$548K -$22.5K -200 -4%
JC
929
Jacobs & Co
California
$547K +$140K +1,250 +34%
SAM
930
SignalPoint Asset Management
Missouri
$545K +$30.3K +270 +6%
AIM
931
Anchor Investment Management
South Carolina
$543K -$2.81K -25 -0.5%
MMG
932
Monetary Management Group
Missouri
$543K – – –
II
933
Inspire Investing
Idaho
$540K -$63.2K -563 -10%
WTB
934
Washington Trust Bank
Washington
$540K – – –
CA
935
Calton & Associates
Florida
$540K +$210K +1,865 +63%
DT
936
Diversified Trust
Tennessee
$539K +$543K +4,835 New
GLA
937
Good Life Advisors
Pennsylvania
$537K -$38.9K -346 -7%
WSCM
938
Wellington Shields Capital Management
New York
$535K +$1.46K +13 +0.3%
C
939
Cerebellum
California
$535K +$488K +4,343 +955%
RA
940
RFG Advisory
Alabama
$535K +$540K +4,806 New
BPC
941
Banque Pictet & Cie
Switzerland
$534K +$115K +1,020 +27%
CFG
942
Capstone Financial Group
Oklahoma
$534K +$539K +4,794 New
JIC
943
Joel Isaacson & Co
New York
$532K +$1.01K +9 +0.2%
SFI
944
SPC Financial Inc
Maryland
$531K -$25.8K -230 -5%
QP
945
Quilter Plc
United Kingdom
$529K +$534K +4,752 New
CC
946
ClearArc Capital
Ohio
$528K -$227K -2,022 -30%
FMTC
947
Farmers & Merchants Trust Company
California
$525K +$2.81K +25 +0.5%
JHCP
948
Jackson Hole Capital Partners
Oklahoma
$523K – – –
JCM
949
Jacobi Capital Management
Pennsylvania
$521K +$14.3K +127 +3%
RGC
950
Roberts, Glore & Co
Illinois
$520K +$147K +1,306 +39%
36 37
38
39 40