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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
926
Laurel Wealth Advisors (California)
California
$249K -$65.4K -903 -20%
HA
927
Harbor Advisors
Florida
$248K – – –
SC
928
Searle & Co
Connecticut
$248K – – –
CRC
929
Curi RMB Capital
Illinois
$245K +$2.75K +38 +1%
CCA
930
Checchi Capital Advisers
California
$242K -$53.8K -743 -18%
CIA
931
Capital Investment Advisors
Georgia
$242K -$11K -152 -4%
BHBT
932
Burke & Herbert Bank & Trust
Virginia
$242K – – –
YMRC
933
Yorktown Management & Research Company
Virginia
$242K – – –
GJIC
934
Gamble Jones Investment Counsel
California
$242K +$1.23K +17 +0.5%
CAG
935
Csenge Advisory Group
Florida
$241K -$123K -1,706 -34%
DILIC
936
Dai-ichi Life Insurance Company
Japan
$241K -$106K -1,462 -30%
JWCA
937
J.W. Cole Advisors
Florida
$240K -$82.7K -1,142 -25%
TWM
938
Tolleson Wealth Management
Texas
$240K – – –
CPIG
939
Chicago Partners Investment Group
Illinois
$240K +$3.48K +48 +2%
MA
940
Mutual Advisors
Nebraska
$239K -$83.5K -1,154 -25%
TW
941
TrinityPoint Wealth
Connecticut
$239K +$25.6K +353 +12%
RVPG
942
Relative Value Partners Group
$238K -$2.46K -34 -1%
FNBSF
943
First National Bank Sioux Falls
South Dakota
$236K – – –
DTC
944
Davidson Trust Company
Washington
$236K +$434 +6 +0.2%
WPA
945
West Paces Advisors
Georgia
$236K -$2.03K -28 -0.8%
SBL
946
Sargent Bickham Lagudis
Colorado
$235K -$15.9K -219 -6%
EGA
947
E&G Advisors
Texas
$235K +$243K +3,352 New
DWT
948
Dorsey & Whitney Trust
South Dakota
$234K -$2.53K -35 -1%
AIM
949
Allen Investment Management
New York
$234K – – –
SSG
950
Summit Securities Group
New York
$231K -$99.3K -1,372 -29%
36 37
38
39 40