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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
976
Lindbrook Capital
California
$408K +$94.1K +920 +31%
CC
977
Callan Capital
California
$407K +$132K +1,289 +49%
JSL
978
JT Stratford LLC
Georgia
$407K +$2.05K +20 +0.5%
NCM
979
Next Capital Management
New York
$406K – – –
WHG
980
Westwood Holdings Group
Texas
$406K +$4.09K +40 +1%
WI
981
Wedgewood Investors
Pennsylvania
$406K – – –
SS
982
Sunbelt Securities
Texas
$406K +$921 +9 +0.2%
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$405K +$13.1K +128 +3%
WT
984
Washington Trust
Rhode Island
$402K -$92.1K -900 -19%
ACM
985
Advisors Capital Management
New Jersey
$402K +$172K +1,684 +77%
AI
986
AdvisorShares Investments
Maryland
$402K +$395K +3,860 New
TAIM
987
TD Ameritrade Investment Management
Nebraska
$401K -$140K -1,370 -26%
KIA
988
KCM Investment Advisors
California
$401K +$394K +3,850 New
GCM
989
Gallacher Capital Management
Colorado
$400K +$393K +3,845 New
AA
990
AlphaCentric Advisors
Puerto Rico
$400K +$256K +2,501 +186%
CIAS
991
Capital Investment Advisory Services
North Carolina
$400K +$63.3K +619 +19%
EI
992
Ethic Inc
New York
$400K +$77.6K +759 +25%
AWM
993
Axxcess Wealth Management
California
$399K -$6.24K -61 -2%
PAG
994
Powers Advisory Group
Illinois
$399K – – –
KIC
995
Keating Investment Counselors
Florida
$399K +$392K +3,835 New
MAM
996
Montchanin Asset Management
Delaware
$399K – – –
GF
997
Goodman Financial
Texas
$397K – – –
CA
998
Callahan Advisors
Texas
$396K – – –
FIM
999
Freedom Investment Management
Connecticut
$395K -$27.1K -265 -7%
MBT
1000
Montecito Bank & Trust
California
$392K – – –
38 39
40
41 42