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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
976
Sheaff Brock Investment Advisors
Indiana
$335K +$1.29K +14 +0.3%
FCH
977
Freestone Capital Holdings
Washington
$333K -$56.2K -608 -13%
HI
978
Horizon Investments
North Carolina
$332K +$15.1K +163 +4%
JGUA
979
John G. Ullman & Associates
New York
$330K – – –
SAM
980
SignalPoint Asset Management
Missouri
$328K -$555 -6 -0.1%
AGP
981
Autumn Glory Partners
Texas
$328K – – –
CP
982
Cumberland Partners
Ontario, Canada
$328K – – –
IF
983
Insight Folios
North Carolina
$327K -$7.12K -77 -2%
KTC
984
Kistler-Tiffany Companies
Pennsylvania
$327K – – –
WIC
985
Wilkins Investment Counsel
Massachusetts
$327K – – –
MFA
986
Mayflower Financial Advisors
Massachusetts
$324K +$8.88K +96 +2%
AAS
987
Ameritas Advisory Services
Nebraska
$323K -$4.53K -49 -1%
PFPT
988
Pinnacle Financial Partners (Tennessee)
Tennessee
$321K -$2.31K -25 -0.6%
FMWA
989
Forvis Mazars Wealth Advisors
Missouri
$321K +$45.1K +488 +14%
MPI
990
Mairs & Power Inc
Minnesota
$320K -$72.5K -784 -17%
NCM
991
Next Capital Management
New York
$320K – – –
WI
992
Wedgewood Investors
Pennsylvania
$320K – – –
CIA
993
Capital Investment Advisors
Georgia
$319K +$9.44K +102 +3%
SS
994
Sunbelt Securities
Texas
$318K -$15.3K -165 -4%
EWM
995
Empirical Wealth Management
Washington
$317K -$251K -2,713 -41%
LWM
996
Loveless Wealth Management
Montana
$316K +$4.53K +49 +1%
TCOO
997
Trust Company of Oklahoma
Oklahoma
$316K – – –
FMB
998
Field & Main Bank
Kentucky
$315K +$24.3K +263 +7%
BAMF
999
BI Asset Management Fondsmaeglerselskab
Denmark
$315K +$63.5K +686 +22%
BFAG
1000
Blackston Financial Advisory Group
Florida
$314K +$353K +3,812 New
38 39
40
41 42