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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Avior Wealth Management
Nebraska
$389K +$16.7K +149 +4%
BJL
1052
Brighton Jones LLC
Washington
$389K +$57.6K +513 +17%
BP
1053
Ballentine Partners
Massachusetts
$387K -$20.2K -180 -5%
CNB
1054
Camden National Bank
Maine
$387K +$130K +1,156 +50%
WPA
1055
West Paces Advisors
Georgia
$386K -$13.3K -118 -3%
PCAP
1056
Pratt Collard Advisory Partners
New York
$386K -$11.2K -100 -3%
AWM
1057
Aries Wealth Management
Maine
$386K +$50K +445 +14%
BHBT
1058
Burke & Herbert Bank & Trust
Virginia
$385K – – –
GC
1059
Gilbert & Cook
Iowa
$385K +$34.7K +309 +10%
MFW
1060
Mosaic Family Wealth
Missouri
$384K – – –
VFA
1061
Valeo Financial Advisors
Indiana
$382K -$60K -534 -13%
VRM
1062
Vectors Research Management
New York
$382K +$29.5K +263 +8%
OCG
1063
Opus Capital Group
Ohio
$381K -$1.69K -15 -0.4%
NICM
1064
Neo Ivy Capital Management
New York
$381K +$384K +3,419 New
PG
1065
Patten Group
Tennessee
$380K -$562 -5 -0.1%
LKIM
1066
Lawson Kroeker Investment Management
Nebraska
$380K – – –
BAM
1067
Barrett Asset Management
New York
$378K – – –
LPIC
1068
LeJeune Puetz Investment Counsel
Michigan
$375K -$15.4K -137 -4%
TA
1069
TFG Advisers
Michigan
$375K -$8.31K -74 -2%
BFS
1070
Bradley Foster & Sargent
Connecticut
$373K -$14.8K -132 -4%
DI
1071
DAGCO Inc
Ohio
$373K -$5.28K -47 -1%
SRC
1072
Shufro Rose & Co
New York
$372K – – –
LWM
1073
Loveless Wealth Management
Montana
$371K +$384K +3,421 New
AIM
1074
Allen Investment Management
New York
$370K -$14K -125 -4%
EGA
1075
E&G Advisors
Texas
$370K +$24.7K +220 +7%
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