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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
926
Waldron Private Wealth
Pennsylvania
$654K +$14.6K +122 +3%
GI
927
GAMMA Investing
California
$653K +$541K +4,525 New
SIA
928
Schear Investment Advisers
Ohio
$653K +$3.47K +29 +0.6%
BBA
929
Baader Bank Aktiengesellschaft
Germany
$652K +$587K +4,909 New
PA
930
Probity Advisors
Texas
$651K -$4.3K -36 -0.7%
NSIM
931
North Star Investment Management
Illinois
$651K -$12.9K -108 -2%
MWM
932
Mission Wealth Management
California
$650K -$98.5K -824 -14%
BCM
933
BluePath Capital Management
Georgia
$649K +$24.6K +206 +4%
JHCP
934
Jackson Hole Capital Partners
Oklahoma
$649K +$183K +1,527 +46%
LC
935
Lincoln Capital
Nebraska
$648K – – –
KA
936
Kovack Advisors
Florida
$644K -$97.7K -817 -14%
AFP
937
Ausdal Financial Partners
Iowa
$643K -$3.35K -28 -0.6%
NEI
938
Northwest & Ethical Investments
Ontario, Canada
$642K – – –
PFPT
939
Pinnacle Financial Partners (Tennessee)
Tennessee
$638K +$20.6K +172 +4%
FLPIM
940
F.L. Putnam Investment Management
Massachusetts
$635K -$3.94K -33 -0.7%
CI
941
Cigna Investments
Connecticut
$633K -$22K -184 -4%
CW
942
Connectus Wealth
Ohio
$632K -$47.8K -400 -8%
REMPR
943
Roof Eidam Maycock Peralta (REMP)
California
$632K -$201K -1,681 -26%
WAP
944
Wealthcare Advisory Partners
Pennsylvania
$632K -$43K -360 -7%
AWS
945
Arkfeld Wealth Strategies
Nebraska
$629K -$7.29K -61 -1%
EWM
946
EPG Wealth Management
Georgia
$628K +$517K +4,326 New
PP
947
Patron Partners
Texas
$627K -$6.33K -53 -1%
EWA
948
EverSource Wealth Advisors
Alabama
$627K +$6.81K +57 +1%
LAM
949
Lingohr Asset Management
Germany
$626K – – –
MBT
950
Montecito Bank & Trust
California
$626K +$152K +1,275 +37%
36 37
38
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