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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
951
Lingohr Asset Management
Germany
$626K – – –
MBT
952
Montecito Bank & Trust
California
$626K +$152K +1,275 +37%
SBIA
953
Sheaff Brock Investment Advisors
Indiana
$625K +$31K +259 +6%
GSCM
954
Greenfield Seitz Capital Management
Texas
$621K +$557K +4,663 New
MIC
955
Means Investment Company
Maine
$620K +$28.9K +242 +5%
LCM
956
LVM Capital Management
Michigan
$618K +$41.8K +350 +8%
AGP
957
Autumn Glory Partners
Texas
$617K +$23.8K +199 +4%
VDI
958
Vaughan David Investments
Illinois
$617K -$14.9K -125 -3%
EAM
959
Empirical Asset Management
Massachusetts
$616K +$26.2K +219 +5%
TCA
960
Transcend Capital Advisors
New Jersey
$616K +$62.8K +525 +13%
CANY
961
Caxton Associates (New York)
New York
$613K +$232K +1,940 +73%
VAM
962
Verity Asset Management
North Carolina
$611K – – –
BAWM
963
Bennett Associates Wealth Management
Pennsylvania
$610K +$547K +4,580 New
APP
964
Avantax Planning Partners
Iowa
$609K +$48.3K +404 +10%
AWE
965
Avidian Wealth Enterprises
Texas
$609K +$16.3K +136 +3%
SF
966
Symphony Financial
Texas
$609K +$51.5K +431 +10%
MWM
967
Modera Wealth Management
New Jersey
$606K +$1.91K +16 +0.4%
SAM
968
S.A. Mason
Michigan
$603K -$17.9K -150 -3%
BJL
969
Brighton Jones LLC
Washington
$600K +$167K +1,401 +45%
SWS
970
SYSTM Wealth Solutions
Illinois
$598K +$105K +881 +24%
RVPG
971
Relative Value Partners Group
$598K -$4.42K -37 -0.8%
RIA
972
Richwood Investment Advisors
Ohio
$598K +$9.56K +80 +2%
GI
973
GAMCO Investors
Connecticut
$597K -$120K -1,000 -18%
KIA
974
KLR Investment Advisors
Rhode Island
$594K +$49.5K +414 +10%
CG
975
Clifford Group
Massachusetts
$593K -$478 -4 -0.1%
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