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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
1001
Fulcrum Equity Management
Texas
$522K -$11.5K -85 -2%
KCIC
1002
Kuhn & Co Investment Counsel
Illinois
$522K – – –
MAM
1003
MMA Asset Management
Pennsylvania
$521K +$363K +2,687 +188%
JSL
1004
JT Stratford LLC
Georgia
$520K +$20.7K +153 +4%
RP
1005
Riverwater Partners
Wisconsin
$520K -$9.05K -67 -2%
KWM
1006
Kolinsky Wealth Management
New Jersey
$519K -$5.13K -38 -1%
WA
1007
WESPAC Advisors
California
$519K +$30K +222 +6%
JGUA
1008
John G. Ullman & Associates
New York
$519K – – –
BA
1009
Ballew Advisors
Mississippi
$517K +$5K +37 +1%
EA
1010
Everpar Advisors
Oklahoma
$514K -$91.5K -678 -15%
NS
1011
NBC Securities
Alabama
$513K -$27K -200 -5%
CI
1012
Conning Inc
Connecticut
$512K -$4.19K -31 -0.8%
FMB
1013
Field & Main Bank
Kentucky
$511K -$6.08K -45 -1%
FM
1014
Foster & Motley
Ohio
$511K -$28.6K -212 -5%
BAWM
1015
Bennett Associates Wealth Management
Pennsylvania
$510K +$18.1K +134 +4%
WI
1016
Wintrust Investments
Illinois
$509K -$4.56M -33,744 -90%
PGAM
1017
Princeton Global Asset Management
New Jersey
$509K +$405 +3 +0.1%
DWM
1018
Dogwood Wealth Management
Kansas
$508K +$522K +3,866 New
GSCM
1019
Greenfield Seitz Capital Management
Texas
$507K – – –
SPWG
1020
Syntegra Private Wealth Group
Missouri
$506K +$135 +1 +0%
PWM
1021
Perigon Wealth Management
California
$504K -$36.6K -271 -7%
MAM
1022
Montchanin Asset Management
Delaware
$503K – – –
TSW
1023
Three Seasons Wealth
Utah
$503K +$517K +3,826 New
ST
1024
Spinnaker Trust
Maine
$502K +$945 +7 +0.2%
LGA
1025
Lebenthal Global Advisors
New York
$501K +$60.2K +446 +13%
39 40
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42 43