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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1001
Northwest Quadrant Wealth Management
Oregon
$316K +$1.69K +15 +0.5%
WDA
1002
Wendell David Associates
New Hampshire
$316K +$67.5K +600 +27%
IUHSA
1003
Itau Unibanco Holding S.A.
Brazil
$314K +$314K +2,796 New
CPIG
1004
Chicago Partners Investment Group
Illinois
$313K – – –
PP
1005
PDS Planning
Ohio
$313K +$112 +1 +0%
FLPIM
1006
F.L. Putnam Investment Management
Massachusetts
$313K +$12.8K +114 +4%
PGA
1007
Portland Global Advisors
Maine
$312K -$14.8K -132 -5%
WPW
1008
Waldron Private Wealth
Pennsylvania
$312K +$3.37K +30 +1%
PAM
1009
Private Asset Management
California
$310K -$11.4K -101 -4%
BBA
1010
BLB&B Advisors
Pennsylvania
$309K -$5.73K -51 -2%
NB
1011
Northwest Bancshares
Pennsylvania
$309K – – –
CS
1012
Comerica Securities
Michigan
$308K -$44.6K -397 -13%
YIA
1013
YHB Investment Advisors
Connecticut
$308K +$308K +2,739 New
MAM
1014
Martingale Asset Management
Massachusetts
$305K +$450 +4 +0.1%
EA
1015
Edge Advisors
Georgia
$304K – – –
ACM
1016
Argent Capital Management
Missouri
$303K – – –
SFFS
1017
Stonehage Fleming Financial Services
Jersey
$303K – – –
SICM
1018
Sustainable Insight Capital Management
New York
$300K -$92.9K -826 -24%
MHS
1019
M Holdings Securities
Oregon
$300K +$49.4K +439 +20%
LSAG
1020
Lake Street Advisors Group
New Hampshire
$299K -$6.97K -62 -2%
DI
1021
Diligent Investors
California
$295K -$5.62K -50 -2%
AW
1022
ACG Wealth
Georgia
$295K +$40.7K +362 +16%
AFG
1023
Albion Financial Group
Utah
$294K +$5.28K +47 +2%
CCIA
1024
Campbell & Co Investment Adviser
Maryland
$294K +$56.2K +500 +24%
DSC
1025
Duncker Streett & Co
Missouri
$293K -$56.2K -500 -16%
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