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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
976
Delta Investment Management
California
$478K +$245K +2,184 +104%
LMAM
977
Legg Mason Asset Management
Japan
$474K -$62.6K -557 -12%
SWM
978
SeaCrest Wealth Management
New York
$474K +$27.5K +245 +6%
GG
979
Gofen & Glossberg
Illinois
$473K +$3.03K +27 +0.6%
ARMC
980
American Research & Management Company
Massachusetts
$472K – – –
BAM
981
Belpointe Asset Management
Nevada
$471K -$599K -5,330 -56%
CONA
982
Capital One National Association
New York
$471K +$475K +4,227 New
MIC
983
Means Investment Company
Maine
$470K -$7.42K -66 -1%
PP
984
PDS Planning
Ohio
$469K +$154K +1,374 +48%
CCA
985
Checchi Capital Advisers
California
$468K +$15.8K +141 +3%
FA
986
FMA Advisory
Pennsylvania
$467K +$22.5K +200 +5%
PCMC
987
Paragon Capital Management (Colorado)
Colorado
$464K -$9.44K -84 -2%
YAL
988
Your Advocates Ltd
Texas
$464K +$468K +4,165 New
SG
989
Somerset Group
Minnesota
$463K -$102K -905 -18%
TAM
990
Trillium Asset Management
Massachusetts
$462K +$128K +1,137 +38%
OPS
991
Orion Portfolio Solutions
Nebraska
$457K +$461K +4,104 New
CAM
992
Cresset Asset Management
Illinois
$456K +$80K +712 +21%
LCM
993
Leisure Capital Management
California
$455K -$107K -956 -19%
LC
994
LCNB Corp
Ohio
$454K -$35.1K -312 -7%
TVAMP
995
Tennessee Valley Asset Management Partners
Tennessee
$454K -$21K -187 -4%
GCC
996
Guardian Capital (Canada)
Ontario, Canada
$451K – – –
RA
997
Rational Advisors
New York
$451K +$413K +3,676 +983%
FCH
998
Freestone Capital Holdings
Washington
$450K +$76.7K +683 +20%
MCA
999
Mercer Capital Advisers
New Jersey
$449K – – –
CIM
1000
Corbyn Investment Management
Maryland
$447K – – –
38 39
40
41 42