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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1001
Bryn Mawr Capital Management
Pennsylvania
$317K – – –
CNB
1002
Camden National Bank
Maine
$317K +$35.1K +312 +12%
NQWM
1003
Northwest Quadrant Wealth Management
Oregon
$316K +$1.69K +15 +0.5%
WDA
1004
Wendell David Associates
New Hampshire
$316K +$67.5K +600 +27%
IUHSA
1005
Itau Unibanco Holding S.A.
Brazil
$314K +$314K +2,796 New
CPIG
1006
Chicago Partners Investment Group
Illinois
$313K – – –
PP
1007
PDS Planning
Ohio
$313K +$112 +1 +0%
FLPIM
1008
F.L. Putnam Investment Management
Massachusetts
$313K +$12.8K +114 +4%
PGA
1009
Portland Global Advisors
Maine
$312K -$14.8K -132 -5%
WPW
1010
Waldron Private Wealth
Pennsylvania
$312K +$3.37K +30 +1%
PAM
1011
Private Asset Management
California
$310K -$11.4K -101 -4%
BBA
1012
BLB&B Advisors
Pennsylvania
$309K -$5.73K -51 -2%
NB
1013
Northwest Bancshares
Pennsylvania
$309K – – –
CS
1014
Comerica Securities
Michigan
$308K -$44.6K -397 -13%
YIA
1015
YHB Investment Advisors
Connecticut
$308K +$308K +2,739 New
MAM
1016
Martingale Asset Management
Massachusetts
$305K +$450 +4 +0.1%
EA
1017
Edge Advisors
Georgia
$304K – – –
ACM
1018
Argent Capital Management
Missouri
$303K – – –
SFFS
1019
Stonehage Fleming Financial Services
Jersey
$303K – – –
SICM
1020
Sustainable Insight Capital Management
New York
$300K -$92.9K -826 -24%
MHS
1021
M Holdings Securities
Oregon
$300K +$49.4K +439 +20%
LSAG
1022
Lake Street Advisors Group
New Hampshire
$299K -$6.97K -62 -2%
DI
1023
Diligent Investors
California
$295K -$5.62K -50 -2%
AW
1024
ACG Wealth
Georgia
$295K +$40.7K +362 +16%
AFG
1025
Albion Financial Group
Utah
$294K +$5.28K +47 +2%
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