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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1001
FineMark National Bank & Trust
Florida
$528K -$22.7K -169 -4%
BB
1002
Busey Bank
Illinois
$527K +$84.9K +631 +18%
HI
1003
Harbour Investments
Wisconsin
$526K -$673 -5 -0.1%
EWM
1004
Empirical Wealth Management
Washington
$526K +$32.7K +243 +6%
PFSC
1005
Peoples Financial Services Corp
Pennsylvania
$526K – – –
MSA
1006
Marathon Strategic Advisors
Pennsylvania
$524K – – –
1M
1007
1248 Management
Missouri
$522K – – –
WPP
1008
Whalerock Point Partners
Rhode Island
$522K -$50.6K -376 -9%
RF
1009
Rossby Financial
Florida
$521K +$60.3K +448 +12%
GIM
1010
Generali Investments Management
Slovenia
$519K +$165K +1,228 +44%
EP
1011
Essential Partners
California
$519K +$142K +1,052 +35%
GHA
1012
GW Henssler & Associates
Georgia
$519K +$13.5K +100 +3%
FB
1013
Fulton Bank
Pennsylvania
$517K +$7.94K +59 +1%
OFC
1014
Oakland Financial Corp
$516K – – –
AHB
1015
Abner Herrman & Brock
New Jersey
$516K – – –
FCH
1016
Freestone Capital Holdings
Washington
$512K -$19.9K -148 -4%
NP
1017
Nilsine Partners
Colorado
$511K -$34.2K -254 -6%
CI
1018
Cigna Investments
Connecticut
$510K -$6.46K -48 -1%
FRA
1019
Frank Rimerman Advisors
California
$508K +$1.35K +10 +0.3%
SEP
1020
Southland Equity Partners
Missouri
$506K +$2.02K +15 +0.4%
EM
1021
Excalibur Management
Massachusetts
$506K -$7.67K -57 -1%
RWB
1022
RMR Wealth Builders
New Jersey
$505K -$1.45M -10,797 -73%
CL
1023
CSS LLC
Illinois
$505K +$526K +3,910 New
HC
1024
Hamilton Capital
Ohio
$504K +$526K +3,909 New
CAM
1025
Campion Asset Management
Virginia
$504K -$5.79K -43 -1%
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