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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
976
49 Wealth Management
Texas
$554K +$57.4K +425 +11%
SAM
977
Sompo Asset Management
Japan
$551K +$17.6K +130 +3%
TFA
978
Teamwork Financial Advisors
Texas
$549K -$2.11M -15,626 -79%
SPL
979
Smart Portfolios LLC
Washington
$548K -$4.05K -30 -0.7%
MFG
980
Merit Financial Group
Georgia
$548K -$410K -3,037 -42%
SBIA
981
Sheaff Brock Investment Advisors
Indiana
$547K -$18.4K -136 -3%
MCM
982
Mill Capital Management
North Carolina
$545K – – –
RGC
983
Roberts, Glore & Co
Illinois
$544K -$6.08K -45 -1%
SA
984
SAM Advisors
California
$544K – – –
RIA
985
Realta Investment Advisors
Delaware
$543K +$126K +931 +30%
RSWM
986
Robertson Stephens Wealth Management
California
$542K +$26.2K +194 +5%
BB
987
Burford Brothers
Texas
$542K – – –
SC
988
Syon Capital
California
$541K +$12.3K +91 +2%
ECM
989
Estabrook Capital Management
New York
$540K – – –
AO
990
Advisor OS
Illinois
$538K +$19.4K +144 +4%
CC
991
Cadinha & Co
Hawaii
$536K +$108K +800 +24%
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$536K -$184K -1,365 -25%
SS
993
Sunbelt Securities
Texas
$529K +$158K +1,171 +41%
BIM
994
Bridges Investment Management
Nebraska
$528K +$46.6K +345 +9%
GFP
995
Gryphon Financial Partners
Ohio
$527K -$810 -6 -0.1%
PR
996
Payden & Rygel
California
$526K -$14.7M -109,100 -96%
OF
997
Outfitter Financial
Maine
$526K – – –
BOPW
998
Brandywine Oak Private Wealth
Pennsylvania
$524K +$33.9K +251 +7%
FIA
999
Foundations Investment Advisors
Arizona
$523K +$2.7K +20 +0.5%
REMPR
1000
Roof Eidam Maycock Peralta (REMP)
California
$522K -$105K -775 -16%
38 39
40
41 42