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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1051
Focused Wealth Management
New York
$291K +$14.4K +125 +5%
BRWM
1052
B. Riley Wealth Management
Tennessee
$291K +$299K +2,586 New
MBT
1053
Montecito Bank & Trust
California
$290K +$12.1K +105 +4%
DCM
1054
Donaldson Capital Management
Indiana
$290K +$297K +2,573 New
SBSB
1055
Sullivan, Bruyette, Speros & Blaney
Virginia
$289K – – –
AW
1056
ACG Wealth
Georgia
$287K -$9.48K -82 -3%
ACA
1057
Anchor Capital Advisors
Massachusetts
$286K – – –
XS
1058
XR Securities
Illinois
$286K +$293K +2,537 New
ET
1059
Equitable Trust
Tennessee
$285K +$50.6K +438 +21%
HWA
1060
HCR Wealth Advisors
California
$284K -$26.5K -229 -8%
DDC
1061
DF Dent & Co
Maryland
$284K – – –
PIA
1062
Peachtree Investment Advisors
Georgia
$282K – – –
EMG
1063
Ellington Management Group
Connecticut
$282K +$289K +2,500 New
NQWM
1064
Northwest Quadrant Wealth Management
Oregon
$280K +$2.43K +21 +0.7%
DI
1065
Diligent Investors
California
$279K -$17.3K -150 -6%
PFA
1066
Paradigm Financial Advisors
Missouri
$278K +$15.1K +131 +6%
MIP
1067
Marietta Investment Partners
Wisconsin
$277K – – –
FNBOH
1068
First National Bank of Hutchinson
Kansas
$277K +$7.98K +69 +3%
CFGS
1069
Concourse Financial Group Securities
Alabama
$277K +$284K +2,455 New
CCM
1070
Check Capital Management
California
$276K -$1.02M -8,858 -78%
CAM
1071
Covenant Asset Management
New Jersey
$276K – – –
NME
1072
Notis-McConarty Edward
$276K – – –
FMP
1073
Financial Management Professionals
Texas
$276K +$6.01K +52 +2%
SWM
1074
Stockman Wealth Management
Montana
$276K +$54.6K +472 +24%
CPIG
1075
Chicago Partners Investment Group
Illinois
$274K – – –
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