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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1001
Edmond de Rothschild Holding
Switzerland
$377K – – –
JGUA
1002
John G. Ullman & Associates
New York
$377K – – –
SFI
1003
Siemens Fonds Invest
Germany
$376K – – –
BOPW
1004
Brandywine Oak Private Wealth
Pennsylvania
$373K -$9.72K -100 -2%
FMWA
1005
Forvis Mazars Wealth Advisors
Missouri
$373K +$11.7K +120 +3%
SAM
1006
Strategy Asset Managers
California
$373K -$10.5K -108 -3%
PWMAG
1007
Pinnacle Wealth Management Advisory Group
New Jersey
$372K +$11.4K +117 +3%
SWM
1008
Segment Wealth Management
Texas
$369K -$2.43K -25 -0.6%
SWS
1009
SYSTM Wealth Solutions
Illinois
$369K -$9.62K -99 -2%
AAS
1010
Ameritas Advisory Services
Nebraska
$367K -$148K -1,524 -29%
KIA
1011
KCM Investment Advisors
California
$366K -$10.2K -105 -3%
MAM
1012
Montchanin Asset Management
Delaware
$365K – – –
GF
1013
Goodman Financial
Texas
$364K – – –
OCM
1014
Orleans Capital Management
Louisiana
$363K -$53K -545 -13%
ST
1015
Spinnaker Trust
Maine
$363K +$48.6K +500 +15%
WT
1016
Washington Trust
Rhode Island
$362K -$6.22K -64 -2%
CA
1017
Callahan Advisors
Texas
$362K – – –
CIAS
1018
CFS Investment Advisory Services
New Jersey
$361K +$368K +3,785 New
MBT
1019
Montecito Bank & Trust
California
$360K – – –
RSWM
1020
Robertson Stephens Wealth Management
California
$359K +$11.4K +117 +3%
WG
1021
Welch Group
Alabama
$358K +$1.55K +16 +0.4%
RVPG
1022
Relative Value Partners Group
$357K – – –
GFP
1023
Gryphon Financial Partners
Ohio
$356K +$26K +267 +8%
PI
1024
PFG Investments
New York
$356K -$10K -103 -3%
OPTFSNA
1025
Old Point Trust & Financial Services N A
Virginia
$353K -$58.3K -600 -14%
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