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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1001
Icon Wealth Partners
Texas
$306K +$14.1K +157 +5%
AWM
1002
Aries Wealth Management
Maine
$304K +$282K +3,140 New
BFS
1003
Bradley Foster & Sargent
Connecticut
$303K -$22.8K -254 -7%
IA
1004
IFG Advisory
Georgia
$303K -$12.6K -140 -4%
BJL
1005
Brighton Jones LLC
Washington
$303K -$1.44K -16 -0.5%
FBFS
1006
First Business Financial Services
Wisconsin
$302K -$26.9K -300 -9%
GC
1007
Grimes & Company
Massachusetts
$302K – – –
IWA
1008
Intercontinental Wealth Advisors
Texas
$301K -$269 -3 -0.1%
ACM
1009
Azimuth Capital Management
Michigan
$300K -$8.43K -94 -3%
SRAM
1010
Stone Ridge Asset Management
New York
$299K +$287K +3,200 New
WPW
1011
Waldron Private Wealth
Pennsylvania
$296K -$60.7K -677 -18%
BW
1012
Bison Wealth
Georgia
$296K -$26.1K -291 -8%
HC
1013
HNP Capital
New York
$296K – – –
VRM
1014
Vectors Research Management
New York
$296K – – –
PL
1015
Plancorp LLC
Missouri
$295K -$181K -2,015 -39%
FTC
1016
Farmers Trust Company
Ohio
$295K -$10.8K -120 -4%
OPTFSNA
1017
Old Point Trust & Financial Services N A
Virginia
$295K – – –
OWP
1018
Obermeyer Wealth Partners
Colorado
$294K – – –
WPP
1019
Whalerock Point Partners
Rhode Island
$292K +$52K +580 +23%
SCM
1020
Schnieders Capital Management
California
$291K +$2.51K +28 +0.9%
FCH
1021
Freestone Capital Holdings
Washington
$291K +$5.03K +56 +2%
BBA
1022
BLB&B Advisors
Pennsylvania
$290K -$13.5K -150 -5%
BCB
1023
Brian C. Broderick
$286K -$5.56K -62 -2%
WCM
1024
Whitener Capital Management
North Carolina
$286K +$90K +1,003 +49%
HIIFS
1025
Harel Insurance Investments & Financial Services
Israel
$285K +$179K +2,000 +190%
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