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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1051
Canvas Wealth Advisors
Kansas
$260K – – –
AF
1052
Advisornet Financial
Minnesota
$260K +$6.39K +75 +2%
DWT
1053
Dorsey & Whitney Trust
South Dakota
$259K +$14.8K +174 +6%
MCA
1054
MSH Capital Advisors
Arizona
$258K – – –
PCMC
1055
Paragon Capital Management (Colorado)
Colorado
$258K -$5.11K -60 -2%
FMLI
1056
Fukoku Mutual Life Insurance
Japan
$258K – – –
SIM
1057
Sentry Investment Management
Wisconsin
$258K – – –
TCOV
1058
Trust Company of Vermont
Vermont
$258K +$20K +235 +8%
FNBSF
1059
First National Bank Sioux Falls
South Dakota
$257K -$42.6K -500 -14%
BMC
1060
Beaton Management Company
Massachusetts
$253K – – –
WPP
1061
Whalerock Point Partners
Rhode Island
$252K – – –
AWM
1062
Aries Wealth Management
Maine
$251K -$39.6K -465 -16%
MRCM
1063
M&R Capital Management
New Jersey
$249K – – –
TWM
1064
Tanager Wealth Management
United Kingdom
$249K – – –
EI
1065
Ethic Inc
New York
$249K +$263K +3,081 New
KCM
1066
Kanawha Capital Management
Virginia
$248K – – –
HWA
1067
HCR Wealth Advisors
California
$248K +$23.9K +280 +10%
EP
1068
Eudaimonia Partners
Tennessee
$247K -$626K -7,346 -71%
CC
1069
Cadinha & Co
Hawaii
$247K – – –
JC
1070
Jacobs & Co
California
$247K +$261K +3,066 New
EGA
1071
E&G Advisors
Texas
$246K – – –
MIP
1072
Marietta Investment Partners
Wisconsin
$244K +$201K +2,360 New
WPA
1073
West Paces Advisors
Georgia
$242K +$8.95K +105 +4%
MIM
1074
Merrion Investment Management
New Jersey
$242K – – –
LC
1075
Lindbrook Capital
California
$242K +$66.8K +784 +35%
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