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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
1001
First National Bank of South Miami
Florida
$237K +$2.87K +38 +1%
AWA
1002
Arete Wealth Advisors
Illinois
$237K +$238K +3,148 New
SBIA
1003
Sheaff Brock Investment Advisors
Indiana
$236K -$36.5K -483 -13%
SPWM
1004
Schrum Private Wealth Management
Florida
$236K +$248K +3,281 New
BEC
1005
Blue Edge Capital
Virginia
$235K -$75.3K -996 -23%
CG
1006
Cutler Group
California
$235K -$855K -11,310 -78%
PP
1007
PDS Planning
Ohio
$235K +$227 +3 +0.1%
HI
1008
Horizon Investments
North Carolina
$234K +$16.2K +214 +7%
LHC
1009
Little House Capital
Massachusetts
$233K – – –
FMLI
1010
Fukoku Mutual Life Insurance
Japan
$232K +$7.56K +100 +3%
NW
1011
NewEdge Wealth
Pennsylvania
$230K +$240K +3,176 New
MM
1012
MQS Management
New York
$230K +$240K +3,177 New
CBT
1013
CoreFirst Bank & Trust
Kansas
$229K -$96.1K -1,271 -29%
TCOV
1014
Trust Company of Vermont
Vermont
$228K +$1.06K +14 +0.4%
SFS
1015
Stiles Financial Services
Minnesota
$228K +$238K +3,144 New
BMC
1016
Beaton Management Company
Massachusetts
$227K – – –
WPP
1017
Whalerock Point Partners
Rhode Island
$226K – – –
ONB
1018
Old National Bancorp
Indiana
$225K +$235K +3,104 New
ZIM
1019
Zacks Investment Management
Illinois
$224K -$7.02M -92,912 -97%
AIP
1020
Ahrens Investment Partners
Louisiana
$224K -$325K -4,300 -58%
BFAG
1021
Blackston Financial Advisory Group
Florida
$224K +$233K +3,088 New
KCM
1022
Kanawha Capital Management
Virginia
$223K – – –
QP
1023
Quilter Plc
United Kingdom
$221K -$90.6K -1,199 -29%
PK
1024
Pflug Koory
Nebraska
$221K +$76 +1 +0%
EWA
1025
EverSource Wealth Advisors
Alabama
$220K +$229K +3,033 New
39 40
41
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