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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1026
Canal Capital Management
Virginia
$227K -$92.9K -977 -30%
WAG
1027
Winthrop Advisory Group
Massachusetts
$226K +$211K +2,223 New
DT
1028
Diversified Trust
Tennessee
$226K +$212K +2,230 New
SBL
1029
Sargent Bickham Lagudis
Colorado
$225K -$6.56K -69 -3%
TTWM
1030
TCV Trust & Wealth Management
Virginia
$225K – – –
FA
1031
FMA Advisory
Pennsylvania
$225K +$212K +2,228 New
SNBOSD
1032
Security National Bank of So Dak
Iowa
$224K – – –
SCA
1033
Secor Capital Advisors
New York
$223K -$4.61M -48,445 -96%
SFG
1034
Summit Financial Group
West Virginia
$223K -$29.2K -307 -12%
CFN
1035
Cordasco Financial Network
Florida
$223K – – –
MBT
1036
Montecito Bank & Trust
California
$223K +$209K +2,199 New
IWA
1037
Intercontinental Wealth Advisors
Texas
$223K +$209K +2,203 New
SMFS
1038
Squar Milner Financial Services
California
$222K +$202K +2,128 New
IA
1039
IndexIQ Advisors
New York
$221K +$33.2K +349 +19%
ANB
1040
Amarillo National Bank
Texas
$219K -$30.8K -324 -13%
NFG
1041
Nations Financial Group
Iowa
$219K +$206K +2,163 New
AI
1042
Accredited Investors
Minnesota
$219K +$206K +2,166 New
BFO
1043
Boston Family Office
Massachusetts
$219K +$206K +2,167 New
RWA
1044
RGT Wealth Advisors
Texas
$218K -$11.5K -121 -5%
BCA
1045
Bray Capital Advisors
Florida
$218K +$204K +2,151 New
BIM
1046
Bridges Investment Management
Nebraska
$217K +$204K +2,150 New
SC
1047
SRB Corp
Massachusetts
$215K – – –
EGA
1048
Eagle Global Advisors
Texas
$213K -$46.3K -487 -19%
GIA
1049
Granite Investment Advisors
New Hampshire
$213K +$200K +2,108 New
TAM
1050
Trillium Asset Management
Massachusetts
$212K +$199K +2,092 New
40 41
42
43 44