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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
976
GSA Capital Partners
United Kingdom
$309K -$946K -11,097 -74%
MAM
977
Montchanin Asset Management
Delaware
$309K – – –
GF
978
Goodman Financial
Texas
$308K – – –
ESCM
979
Echo Street Capital Management
New York
$308K +$325K +3,812 New
CIA
980
Capital Investment Advisors
Georgia
$307K -$6.99K -82 -2%
CA
981
Callahan Advisors
Texas
$307K – – –
CAWM
982
Capital Advisors Wealth Management
Washington
$307K +$324K +3,799 New
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$304K -$12.8K -150 -4%
MBT
984
Montecito Bank & Trust
California
$304K +$18.3K +215 +6%
AGP
985
Autumn Glory Partners
Texas
$303K -$21.3K -250 -6%
PP
986
PDS Planning
Ohio
$303K -$2.56K -30 -0.8%
ARMC
987
American Research & Management Company
Massachusetts
$303K – – –
RVPG
988
Relative Value Partners Group
$302K +$319K +3,747 New
CT
989
Chicago Trust
Illinois
$301K +$40.5K +475 +15%
CIM
990
Corbyn Investment Management
Maryland
$300K – – –
FM
991
Foster & Motley
Ohio
$300K +$4.77K +56 +2%
RWM
992
Ritholtz Wealth Management
New York
$300K +$317K +3,714 New
WG
993
Welch Group
Alabama
$299K +$1.36K +16 +0.4%
BP
994
Ballentine Partners
Massachusetts
$299K +$6.39K +75 +2%
RC
995
Roundview Capital
New Jersey
$299K +$18.7K +219 +6%
WAP
996
Wealthcare Advisory Partners
Pennsylvania
$299K +$44.7K +525 +17%
AA
997
ALPS Advisors
Colorado
$297K +$314K +3,681 New
SWM
998
Spire Wealth Management
Virginia
$295K -$227K -2,664 -42%
IAMOG
999
Investors Asset Management of Georgia
Georgia
$295K – – –
BHWM
1000
Beaird Harris Wealth Management
Texas
$295K +$249K +2,926 +399%
38 39
40
41 42