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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAME
951
Lombard Odier Asset Management (Europe)
United Kingdom
$519K – – –
FNFDCM
952
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$517K – – –
KA
953
Kovack Advisors
Florida
$516K -$32.5K -289 -6%
AWA
954
Arete Wealth Advisors
Illinois
$512K -$59.5K -530 -10%
FMWA
955
Forvis Mazars Wealth Advisors
Missouri
$510K +$12.9K +115 +3%
WI
956
Wedgewood Investors
Pennsylvania
$507K -$5.62K -50 -1%
PVWM
957
Point View Wealth Management
New Jersey
$506K -$25.2K -224 -5%
ONB
958
Old National Bancorp
Indiana
$502K -$91.8K -817 -15%
ZIC
959
ZWJ Investment Counsel
Georgia
$502K +$507K +4,510 New
CA
960
Clearstead Advisors
Ohio
$500K – – –
CCM
961
Compton Capital Management
Rhode Island
$499K -$11.2K -100 -2%
WA
962
Wambolt & Associates
Colorado
$498K -$11K -98 -2%
GCM
963
Gables Capital Management
Florida
$495K +$48.9K +435 +11%
ATPW
964
Ashton Thomas Private Wealth
Arizona
$494K -$337 -3 -0.1%
APW
965
Austin Private Wealth
Texas
$492K +$497K +4,420 New
LCM
966
LVM Capital Management
Michigan
$490K -$25.5K -227 -5%
BIM
967
Bridges Investment Management
Nebraska
$487K -$11.2K -100 -2%
REMPR
968
Roof Eidam Maycock Peralta (REMP)
California
$486K – – –
BEC
969
Blue Edge Capital
Virginia
$486K +$225 +2 +0%
ST
970
Spinnaker Trust
Maine
$485K – – –
SC
971
SRB Corp
Massachusetts
$484K -$28.2K -251 -5%
AIM
972
Achmea Investment Management
Netherlands
$481K – – –
AWCI
973
Alpine Woods Capital Investors
New York
$481K +$485K +4,315 New
JGUA
974
John G. Ullman & Associates
New York
$480K -$30.9K -275 -6%
DIM
975
Delta Investment Management
California
$478K +$245K +2,184 +104%
37 38
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