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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
951
Amarillo National Bank
Texas
$210K -$5.12K -63 -3%
GRQ
952
Gardner Russo & Quinn
Pennsylvania
$210K +$197K +2,420 New
VNA
953
VNBTrust National Association
Virginia
$210K +$197K +2,421 New
DWM
954
Destination Wealth Management
California
$209K – – –
PJSIMP
955
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$195K +2,400 New
HB
956
Homrich & Berg
Georgia
$206K +$193K +2,378 New
RWA
957
Ropes Wealth Advisors
Massachusetts
$205K +$1.22K +15 +0.6%
FAT
958
First American Trust
California
$205K +$192K +2,367 New
TFF
959
The Family Firm
Maryland
$205K +$193K +2,370 New
CCM
960
Chilton Capital Management
Texas
$203K +$190K +2,343 New
SPWA
961
SteelBridge Private Wealth Advisors
Florida
$203K +$191K +2,347 New
WPC
962
Waters Parkerson & Co
Louisiana
$203K +$191K +2,347 New
LIM
963
Loudon Investment Management
New Hampshire
$201K -$34.1K -420 -15%
MSFP
964
Mark Sheptoff Financial Planning
Connecticut
$199K -$4.06K -50 -2%
HI
965
Hudock Inc
Pennsylvania
$198K +$13K +160 +8%
QCG
966
Quadrant Capital Group
Ohio
$192K +$13K +160 +7%
DSI
967
Daiwa SB Investments
Japan
$191K +$180K +2,210 New
CFN
968
Cordasco Financial Network
Florida
$190K +$16.3K +200 +10%
PG
969
Patten Group
Tennessee
$183K +$16K +197 +10%
TF
970
Tompkins Financial
New York
$181K -$20.6K -253 -11%
S
971
SignatureFD
Georgia
$181K +$10.1K +124 +6%
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K +$24.3K +299 +17%
JIC
973
Joel Isaacson & Co
New York
$178K – – –
BC
974
Barnett & Company
Tennessee
$171K -$44.7K -550 -22%
SFFS
975
Stonehage Fleming Financial Services
Jersey
$170K +$167K +2,060 New
37 38
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