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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
976
PFG Advisors
Arizona
$236K +$227K +2,898 New
HWA
977
HCR Wealth Advisors
California
$234K -$12K -153 -5%
WIA
978
World Investment Advisors
California
$234K -$9.96K -127 -4%
S
979
SignatureFD
Georgia
$234K -$2.35K -30 -1%
MWPCG
980
Measured Wealth Private Client Group
New Hampshire
$234K +$225K +2,868 New
CCA
981
Cobblestone Capital Advisors
New York
$234K +$225K +2,870 New
FFBTD
982
First Financial Bank - Trust Division
Ohio
$233K -$4.71K -60 -2%
MMG
983
Monetary Management Group
Missouri
$231K – – –
CC
984
Cadinha & Co
Hawaii
$230K +$221K +2,815 New
WPW
985
Waldron Private Wealth
Pennsylvania
$230K +$222K +2,823 New
JWCA
986
J.W. Cole Advisors
Florida
$229K -$22.1K -282 -9%
AWM
987
Aries Wealth Management
Maine
$227K -$1.57K -20 -0.7%
NIPH
988
NN Investment Partners Holdings
Netherlands
$226K -$4.25M -54,164 -95%
OWP
989
Obermeyer Wealth Partners
Colorado
$225K +$217K +2,761 New
TCM
990
Tributary Capital Management
Nebraska
$224K +$216K +2,750 New
BOS
991
Bank of Stockton
California
$224K +$216K +2,755 New
HI
992
Horizon Investments
North Carolina
$223K +$215K +2,737 New
PPP
993
Private Portfolio Partners
New Jersey
$222K +$214K +2,725 New
CPIG
994
Chicago Partners Investment Group
Illinois
$222K +$3.53K +45 +2%
DWA
995
Douglass Winthrop Advisors
New York
$222K +$214K +2,725 New
RPC
996
Rossmore Private Capital
Connecticut
$221K +$212K +2,705 New
WIA
997
Wealthstreet Investment Advisors
Texas
$221K +$213K +2,711 New
IIM
998
Ipswich Investment Management
Massachusetts
$220K -$18K -230 -8%
JFA
999
JNBA Financial Advisors
Minnesota
$220K +$142K +1,807 +202%
SCA
1000
STALEY CAPITAL ADVISERS
Pennsylvania
$220K +$212K +2,700 New
38 39
40
41 42