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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1026
Shufro Rose & Co
New York
$208K +$200K +2,549 New
CWA
1027
Canvas Wealth Advisors
Kansas
$208K +$211K +2,685 New
LPIC
1028
LeJeune Puetz Investment Counsel
Michigan
$207K – – –
SIC
1029
Samalin Investment Counsel
New York
$207K +$200K +2,550 New
CIP
1030
Convergence Investment Partners
Florida
$206K -$1.19M -15,167 -86%
PT
1031
Plimoth Trust
Massachusetts
$206K +$198K +2,526 New
CSPIA
1032
Cary Street Partners Investment Advisory
Virginia
$205K +$1.88M +23,987 +493%
GI
1033
Gradient Investments
Minnesota
$204K -$602K -7,673 -75%
GWM
1034
GSB Wealth Management
Connecticut
$204K +$196K +2,500 New
NCM
1035
Next Capital Management
New York
$204K +$196K +2,500 New
BJL
1036
Brighton Jones LLC
Washington
$203K +$196K +2,492 New
FC
1037
Forte Capital
New York
$202K +$194K +2,472 New
SI
1038
SCP Investment
California
$202K +$195K +2,480 New
AIM
1039
Anchor Investment Management
South Carolina
$202K -$42.9K -547 -18%
ACM
1040
Azimuth Capital Management
Michigan
$201K -$44.1K -562 -19%
DWM
1041
Denver Wealth Management
Colorado
$201K +$182K +2,324 New
MFA
1042
Mayflower Financial Advisors
Massachusetts
$201K +$193K +2,464 New
OQS
1043
Occudo Quantitative Strategies
Florida
$200K -$164K -2,092 -46%
DLA
1044
Douglas Lane & Associates
New York
$200K +$192K +2,453 New
BCA
1045
Bray Capital Advisors
Florida
$192K +$1.33K +17 +0.7%
CAM
1046
Close Asset Management
United Kingdom
$192K +$3.45K +44 +2%
CCM
1047
Copeland Capital Management
Pennsylvania
$190K -$707K -9,008 -79%
WAP
1048
Wealthcare Advisory Partners
Pennsylvania
$190K +$183K +2,336 New
MCM
1049
Manchester Capital Management
Vermont
$185K +$166K +2,117 +1,357%
LWM
1050
Liberty Wealth Management
California
$169K – – –
40 41
42
43 44