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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Segment Wealth Management
Texas
$330K – – –
SBIA
952
Sheaff Brock Investment Advisors
Indiana
$329K -$426 -5 -0.1%
FIM
953
Freedom Investment Management
Connecticut
$328K -$63.2K -741 -15%
FMB
954
Field & Main Bank
Kentucky
$327K +$18.3K +215 +6%
PCA
955
Personal Capital Advisors
California
$327K +$345K +4,048 New
BA
956
Ballew Advisors
Mississippi
$325K +$4.26K +50 +1%
BB
957
Busey Bank
Illinois
$325K +$49.8K +584 +17%
JGUA
958
John G. Ullman & Associates
New York
$324K -$1.71K -20 -0.5%
WFA
959
Wipfli Financial Advisors
Wisconsin
$324K +$342K +4,015 New
CP
960
Cumberland Partners
Ontario, Canada
$323K – – –
AIP
961
Ahrens Investment Partners
Louisiana
$323K +$58K +681 +20%
MOS
962
MGO One Seven
Ohio
$323K +$75.5K +886 +28%
WIC
963
Wilkins Investment Counsel
Massachusetts
$322K – – –
MIM
964
Meixler Investment Management
Arizona
$319K -$39K -458 -10%
AF
965
Allworth Financial
California
$319K -$27.8K -326 -8%
APP
966
Avantax Planning Partners
Iowa
$319K +$11.4K +134 +4%
HDIM
967
Hanson & Doremus Investment Management
Vermont
$317K -$22.2K -260 -6%
NCM
968
Next Capital Management
New York
$315K – – –
WI
969
Wedgewood Investors
Pennsylvania
$315K – – –
AWM
970
Axxcess Wealth Management
California
$315K +$79.6K +934 +32%
SS
971
Sunbelt Securities
Texas
$314K +$938 +11 +0.3%
JSL
972
JT Stratford LLC
Georgia
$314K +$10.8K +127 +3%
CPC
973
Cookson Peirce & Co
Pennsylvania
$314K +$30K +352 +10%
OFS
974
OneAscent Financial Services
Alabama
$313K -$62K -728 -16%
WHG
975
Westwood Holdings Group
Texas
$311K -$28K -328 -8%
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