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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OFC
976
Oakland Financial Corp
$544K – – –
CI
977
Cigna Investments
Connecticut
$544K – – –
AHB
978
Abner Herrman & Brock
New Jersey
$544K +$512K +4,000 New
SPWG
979
Syntegra Private Wealth Group
Missouri
$543K +$5.76K +45 +1%
EM
980
Excalibur Management
Massachusetts
$541K +$1.92K +15 +0.4%
DFG
981
Demars Financial Group
Washington
$540K -$58.8K -459 -10%
VCM
982
Versant Capital Management
Arizona
$538K +$240K +1,873 +90%
FB
983
Fulton Bank
Pennsylvania
$537K -$35.9K -280 -7%
CAM
984
Campion Asset Management
Virginia
$537K -$8.46K -66 -2%
CIC
985
Crawford Investment Counsel
Georgia
$534K +$44.8K +350 +10%
DWM
986
Drive Wealth Management
Utah
$534K -$32.5K -254 -6%
FRA
987
Frank Rimerman Advisors
California
$534K +$6.15K +48 +1%
GHA
988
GW Henssler & Associates
Georgia
$533K -$6.41K -50 -1%
SEP
989
Southland Equity Partners
Missouri
$532K +$11.3K +88 +2%
SAM
990
Smartleaf Asset Management
Massachusetts
$531K +$212K +1,658 +75%
SPL
991
Smart Portfolios LLC
Washington
$530K -$21.1K -165 -4%
PP
992
PDS Planning
Ohio
$528K -$5.64K -44 -1%
VDI
993
Vaughan David Investments
Illinois
$526K -$29.5K -230 -6%
JGUA
994
John G. Ullman & Associates
New York
$524K – – –
OPTFSNA
995
Old Point Trust & Financial Services N A
Virginia
$524K – – –
REMPR
996
Roof Eidam Maycock Peralta (REMP)
California
$523K – – –
BTI
997
Blue Trust Inc
Georgia
$522K +$26.3K +205 +6%
RGC
998
Roberts, Glore & Co
Illinois
$522K -$28.4K -222 -5%
EWM
999
Empirical Wealth Management
Washington
$521K -$34.5K -269 -7%
CHAM
1000
Clear Harbor Asset Management
Connecticut
$521K -$27.2K -212 -5%
38 39
40
41 42