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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LMAM
976
Legg Mason Asset Management
Japan
$474K -$62.6K -557 -12%
SWM
977
SeaCrest Wealth Management
New York
$474K +$27.5K +245 +6%
GG
978
Gofen & Glossberg
Illinois
$473K +$3.03K +27 +0.6%
ARMC
979
American Research & Management Company
Massachusetts
$472K – – –
BAM
980
Belpointe Asset Management
Nevada
$471K -$599K -5,330 -56%
CONA
981
Capital One National Association
New York
$471K +$475K +4,227 New
MIC
982
Means Investment Company
Maine
$470K -$7.42K -66 -1%
PP
983
PDS Planning
Ohio
$469K +$154K +1,374 +48%
CCA
984
Checchi Capital Advisers
California
$468K +$15.8K +141 +3%
FA
985
FMA Advisory
Pennsylvania
$467K +$22.5K +200 +5%
PCMC
986
Paragon Capital Management (Colorado)
Colorado
$464K -$9.44K -84 -2%
YAL
987
Your Advocates Ltd
Texas
$464K +$468K +4,165 New
SG
988
Somerset Group
Minnesota
$463K -$102K -905 -18%
TAM
989
Trillium Asset Management
Massachusetts
$462K +$128K +1,137 +38%
OPS
990
Orion Portfolio Solutions
Nebraska
$457K +$461K +4,104 New
CAM
991
Cresset Asset Management
Illinois
$456K +$80K +712 +21%
LCM
992
Leisure Capital Management
California
$455K -$107K -956 -19%
LC
993
LCNB Corp
Ohio
$454K -$35.1K -312 -7%
TVAMP
994
Tennessee Valley Asset Management Partners
Tennessee
$454K -$21K -187 -4%
GCC
995
Guardian Capital (Canada)
Ontario, Canada
$451K – – –
RA
996
Rational Advisors
New York
$451K +$413K +3,676 +983%
MCA
997
Mercer Capital Advisers
New Jersey
$449K – – –
CIM
998
Corbyn Investment Management
Maryland
$447K – – –
ACA
999
Ackerman Capital Advisors
Texas
$446K -$112K -1,000 -20%
MA
1000
Montag & Associates
Georgia
$446K -$44.9K -400 -9%
38 39
40
41 42