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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Coastline Trust
Rhode Island
$399K -$45.2K -465 -10%
BFAG
977
Blackston Financial Advisory Group
Florida
$394K -$14.5K -149 -3%
SAM
978
SignalPoint Asset Management
Missouri
$391K +$2.14K +22 +0.5%
WSTAM
979
Wilbanks Smith & Thomas Asset Management
Virginia
$390K +$62.5K +643 +19%
GIA
980
GHP Investment Advisors
Colorado
$389K – – –
FEM
981
Fulcrum Equity Management
Texas
$388K +$60.4K +621 +18%
CI
982
Conning Inc
Connecticut
$387K -$33.1K -340 -8%
IF
983
Insight Folios
North Carolina
$385K -$10.3K -106 -3%
DAC
984
Dividend Assets Capital
South Carolina
$385K -$9.53K -98 -2%
JSL
985
JT Stratford LLC
Georgia
$385K -$26.1K -268 -6%
JF
986
Jump Financial
Illinois
$385K +$95.5K +982 +32%
BA
987
Ballew Advisors
Mississippi
$385K – – –
FWTB
988
First Western Trust Bank
Colorado
$384K -$20.6K -212 -5%
RBFC
989
Roman Butler Fullerton & Co
Missouri
$383K +$1.85K +19 +0.5%
MFA
990
Mayflower Financial Advisors
Massachusetts
$382K -$7.58K -78 -2%
AIA
991
Affinity Investment Advisors
California
$382K +$390K +4,010 New
SPWM
992
Straight Path Wealth Management
Michigan
$382K +$389K +4,004 New
HAI
993
Hennessy Advisors Inc
California
$382K -$194K -2,000 -33%
CCA
994
Childress Capital Advisors
Texas
$382K – – –
KWM
995
Kolinsky Wealth Management
New Jersey
$381K +$22K +226 +6%
WIC
996
Wilkins Investment Counsel
Massachusetts
$380K – – –
FMB
997
Field & Main Bank
Kentucky
$380K -$16.5K -170 -4%
RC
998
Roundview Capital
New Jersey
$379K – – –
MFWP
999
Mosaic Family Wealth Partners
Missouri
$379K +$194 +2 +0.1%
PWG
1000
Portside Wealth Group
Utah
$379K +$386K +3,972 New
38 39
40
41 42