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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1051
Dividend Assets Capital
South Carolina
$219K – – –
SIC
1052
Samalin Investment Counsel
New York
$219K +$338 +4 +0.2%
LPIC
1053
LeJeune Puetz Investment Counsel
Michigan
$218K – – –
PT
1054
Plimoth Trust
Massachusetts
$217K – – –
GWM
1055
GSB Wealth Management
Connecticut
$215K – – –
NCM
1056
Next Capital Management
New York
$215K – – –
ALAM
1057
Asahi Life Asset Management
Japan
$215K +$211K +2,500 New
RIA
1058
Regal Investment Advisors
Michigan
$215K +$212K +2,509 New
BIC
1059
Beach Investment Counsel
Pennsylvania
$211K -$8.44K -100 -4%
ACM
1060
Azimuth Capital Management
Michigan
$211K – – –
PFGIA
1061
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$139K +1,651 +203%
CIP
1062
Convergence Investment Partners
Florida
$210K -$6.67K -79 -3%
NFG
1063
Nations Financial Group
Iowa
$210K +$207K +2,447 New
AFG
1064
Allegheny Financial Group
Pennsylvania
$209K +$206K +2,435 New
CT
1065
Chicago Trust
Illinois
$209K +$206K +2,436 New
OCG
1066
Opus Capital Group
Ohio
$208K -$16.4K -194 -7%
WC
1067
Whitney & Co
New York
$208K +$204K +2,418 New
SIA
1068
Soltis Investment Advisors
Utah
$208K +$205K +2,425 New
RIA
1069
Realta Investment Advisors
Delaware
$207K +$203K +2,408 New
SRC
1070
Shufro Rose & Co
New York
$206K -$12.6K -149 -6%
ONB
1071
Old National Bancorp
Indiana
$206K +$202K +2,394 New
PFA
1072
Pinnacle Family Advisors
Missouri
$206K +$203K +2,402 New
AWP
1073
Abacus Wealth Partners
California
$206K +$202K +2,396 New
PPP
1074
Private Portfolio Partners
New Jersey
$204K -$29.3K -347 -13%
IAN
1075
Integrated Advisors Network
Texas
$204K +$201K +2,377 New
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