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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
951
Dogwood Wealth Management
Kansas
$519K +$88.2K +693 +18%
I
952
INVST
Indiana
$519K -$210K -1,647 -27%
NAMA
953
Nikko Asset Management Americas
New York
$512K -$84.1K -661 -13%
QCG
954
Quadrant Capital Group
Ohio
$511K -$77K -605 -12%
GIM
955
Generali Investments Management
Slovenia
$508K +$568K +4,462 New
SW
956
SVB Wealth
Massachusetts
$507K +$566K +4,453 New
SS
957
Sunbelt Securities
Texas
$505K +$61.4K +483 +12%
PAA
958
Peregrine Asset Advisers
Oregon
$505K – – –
NWAG
959
Net Worth Advisory Group
Utah
$504K -$158K -1,242 -22%
RIA
960
Richwood Investment Advisors
Ohio
$504K -$19.7K -155 -3%
PP
961
Patron Partners
Texas
$503K – – –
MWM
962
Modera Wealth Management
New Jersey
$499K -$29.1K -229 -5%
GWM
963
Geneos Wealth Management
Colorado
$499K +$1.15K +9 +0.2%
NL
964
NVWM LLC
Pennsylvania
$498K -$494K -3,885 -47%
CI
965
Cigna Investments
Connecticut
$491K -$10.2K -80 -2%
OPTFSNA
966
Old Point Trust & Financial Services N A
Virginia
$491K – – –
BAWM
967
Bennett Associates Wealth Management
Pennsylvania
$490K +$53.6K +421 +11%
WA
968
WP Advisors
California
$488K +$68.3K +537 +14%
4WM
969
49 Wealth Management
Texas
$485K +$5.85K +46 +1%
CFG
970
Citizens Financial Group
Rhode Island
$484K -$210K -1,651 -28%
WPA
971
West Paces Advisors
Georgia
$483K -$55.7K -438 -9%
AWM
972
Angeles Wealth Management
California
$482K -$127 -1 -0%
PCA
973
Prosperity Capital Advisors
Ohio
$482K -$3.48M -27,351 -87%
ECM
974
Evergreen Capital Management
Washington
$482K -$19.3K -152 -3%
P
975
Pitcairn
Pennsylvania
$482K +$1.53K +12 +0.3%
37 38
39
40 41