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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1026
Old Point Trust & Financial Services N A
Virginia
$445K – – –
CAM
1027
Chesapeake Asset Management
New York
$440K +$210K +1,867 +104%
BHWM
1028
Beaird Harris Wealth Management
Texas
$440K – – –
PI
1029
Putnam Investments
Massachusetts
$437K -$16.5M -147,359 -98%
SIG
1030
Spinnaker Investment Group
California
$437K – – –
KIC
1031
Keating Investment Counselors
Florida
$436K +$28.1K +250 +7%
RSWM
1032
Robertson Stephens Wealth Management
California
$435K -$15.9K -142 -4%
SWS
1033
SYSTM Wealth Solutions
Illinois
$434K -$28.5K -254 -7%
FMWA
1034
Forvis Mazars Wealth Advisors
Missouri
$433K -$34.3K -306 -8%
FCH
1035
Freestone Capital Holdings
Washington
$433K -$3.14K -28 -0.8%
WT
1036
Whittier Trust
California
$433K +$8.19K +73 +2%
SWM
1037
Stockman Wealth Management
Montana
$430K +$1.57K +14 +0.4%
PPP
1038
Private Portfolio Partners
New Jersey
$429K -$114K -1,012 -22%
AI
1039
AdvisorShares Investments
Maryland
$428K +$399K +3,559 New
OR
1040
Olympiad Research
Connecticut
$427K +$399K +3,552 New
DC
1041
Diametric Capital
Massachusetts
$426K +$398K +3,544 New
HA
1042
Harbor Advisors
Florida
$425K – – –
PSFG
1043
Prairie Sky Financial Group
Illinois
$425K +$112 +1 +0%
VRM
1044
Vectors Research Management
New York
$425K -$10.9K -97 -3%
JIC
1045
Joel Isaacson & Co
New York
$425K +$1.35K +12 +0.3%
MIM
1046
MTM Investment Management
South Carolina
$424K +$11.2K +100 +3%
CC
1047
Courier Capital
New York
$424K -$11.2K -100 -3%
IAMOG
1048
Investors Asset Management of Georgia
Georgia
$423K – – –
IF
1049
Insight Folios
North Carolina
$423K -$58.8K -524 -13%
CIM
1050
Corbyn Investment Management
Maryland
$422K – – –
40 41
42
43 44