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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
1051
Guardian Wealth Management (Illinois)
Illinois
$694K -$97.5K -622 -14%
RGC
1052
Roberts, Glore & Co
Illinois
$693K -$5.33K -34 -0.9%
CHAM
1053
Clear Harbor Asset Management
Connecticut
$693K -$1.88K -12 -0.3%
WT
1054
Whittier Trust
California
$687K -$101K -643 -14%
FCH
1055
Freestone Capital Holdings
Washington
$686K -$31.2K -199 -5%
PCS
1056
Personal CFO Solutions
New Jersey
$683K +$587K +3,747 New
BAM
1057
Berkshire Asset Management
Pennsylvania
$679K +$75.7K +483 +15%
CG
1058
Clifford Group
Massachusetts
$678K +$63.8K +407 +12%
CC
1059
Cadinha & Co
Hawaii
$678K – – –
CIAS
1060
Capital Investment Advisory Services
North Carolina
$678K +$31.2K +199 +6%
EFM
1061
E Fund Management
China
$677K +$582K +3,715 New
BTI
1062
Blue Trust Inc
Georgia
$675K -$2.35K -15 -0.4%
FMWA
1063
Forvis Mazars Wealth Advisors
Missouri
$674K +$96.1K +613 +20%
TNBTD
1064
Trustmark National Bank Trust Department
Mississippi
$673K – – –
KP
1065
Keel Point
Alabama
$673K -$11.3K -72 -2%
PGAM
1066
Princeton Global Asset Management
New Jersey
$671K +$470 +3 +0.1%
CIC
1067
Chilton Investment Company
Connecticut
$668K +$574K +3,666 New
HBW
1068
Hazlett, Burt & Watson
West Virginia
$667K +$80.5K +514 +16%
RWM
1069
Riverbend Wealth Management
South Carolina
$667K -$5.96K -38 -1%
JTWM
1070
Jackson Thornton Wealth Management
Alabama
$665K +$29.8K +190 +5%
DFG
1071
Demars Financial Group
Washington
$662K – – –
AWM
1072
Aprio Wealth Management
Georgia
$661K +$289K +1,842 +103%
SAM
1073
S.A. Mason
Michigan
$661K – – –
PFBT
1074
Parkside Financial Bank & Trust
Missouri
$661K -$12.8K -82 -2%
RP
1075
Riverwater Partners
Wisconsin
$659K -$1.25K -8 -0.2%
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