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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
1051
UHLMANN PRICE SECURITIES
Illinois
$390K +$108K +966 +42%
HFM
1052
Hartford Financial Management
Connecticut
$389K -$1.81M -16,192 -83%
FA
1053
Faithward Advisors
Pennsylvania
$388K -$3.81K -34 -1%
BOPW
1054
Brandywine Oak Private Wealth
Pennsylvania
$388K -$17.9K -160 -5%
RCA
1055
Runnymede Capital Advisors
Ohio
$388K – – –
AIM
1056
Athena Investment Management
California
$388K – – –
SC
1057
Scotia Capital
Ontario, Canada
$387K – – –
HIA
1058
Harbor Investment Advisory
Maryland
$386K -$205K -1,834 -36%
JIC
1059
Joel Isaacson & Co
New York
$384K – – –
MRP
1060
Measured Risk Portfolios
California
$383K – – –
UF
1061
Univest Financial
Pennsylvania
$383K +$560 +5 +0.2%
MPWS
1062
McCarter Private Wealth Services
Massachusetts
$383K +$43K +384 +14%
FCP
1063
Fidelis Capital Partners
Florida
$382K +$3.36K +30 +1%
LC
1064
LCNB Corp
Ohio
$381K – – –
RPC
1065
Rossmore Private Capital
Connecticut
$381K -$224 -2 -0.1%
AIP
1066
ARS Investment Partners
New York
$380K – – –
BP
1067
Ballentine Partners
Massachusetts
$379K -$46.4K -414 -12%
BCM
1068
Birmingham Capital Management
Alabama
$379K -$398K -3,550 -53%
MFA
1069
Mayflower Financial Advisors
Massachusetts
$377K -$27K -241 -7%
VIP
1070
Vista Investment Partners
Oklahoma
$377K – – –
P
1071
Pitcairn
Pennsylvania
$376K -$190K -1,699 -35%
GIA
1072
GHP Investment Advisors
Colorado
$376K +$8.85K +79 +3%
HDIM
1073
Hanson & Doremus Investment Management
Vermont
$375K -$31K -277 -8%
SLC
1074
Second Line Capital
Louisiana
$374K – – –
OFS
1075
OneAscent Financial Services
Alabama
$373K -$313K -2,792 -48%
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