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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
1026
Harbour Trust & Investment Management
Indiana
$501K -$15.1K -112 -3%
VI
1027
Versor Investments
New York
$500K -$721K -5,338 -58%
NL
1028
NWAM LLC
Washington
$498K +$512K +3,791 New
GI
1029
GAMCO Investors
Connecticut
$497K -$67.5K -500 -12%
MAM
1030
Morse Asset Management
Connecticut
$493K +$506K +3,750 New
WA
1031
WP Advisors
California
$492K -$53.9K -399 -10%
CIS
1032
Custom Index Systems
New York
$492K +$262K +1,937 +107%
DB
1033
Danske Bank
Denmark
$491K – – –
RA
1034
Ransom Advisory
Rhode Island
$490K – – –
WCG
1035
Weaver Consulting Group
California
$489K -$122K -900 -19%
OTPPB
1036
Ontario Teachers' Pension Plan Board
Ontario, Canada
$489K +$502K +3,719 New
SCM
1037
Schnieders Capital Management
California
$488K -$182K -1,345 -27%
CL
1038
CSS LLC
Illinois
$486K -$40.5K -300 -8%
UCI
1039
Uncommon Cents Investing
Wisconsin
$486K – – –
CW
1040
CreativeOne Wealth
Kansas
$486K +$152K +1,128 +44%
FCH
1041
Freestone Capital Holdings
Washington
$481K -$535K -3,962 -52%
WG
1042
Welch Group
Alabama
$479K -$42.4K -314 -8%
SWA
1043
Stratos Wealth Advisors
Ohio
$479K -$57.5K -426 -10%
RC
1044
Roundview Capital
New Jersey
$478K +$28.6K +212 +6%
GLA
1045
Good Life Advisors
Pennsylvania
$478K +$44.6K +330 +10%
UWS
1046
Unique Wealth Strategies
Illinois
$475K +$485K +3,592 +17,105%
CMF
1047
Counterpoint Mutual Funds
California
$473K +$485K +3,595 New
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$471K +$12K +89 +3%
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$470K -$18.8K -139 -4%
BWM
1050
Biltmore Wealth Management
Arizona
$469K +$23.2K +172 +5%
40 41
42
43 44