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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1076
Crescent Grove Advisors
Illinois
$465K +$2.39K +20 +0.6%
DWM
1077
Drive Wealth Management
Utah
$465K +$8.96K +75 +2%
LC
1078
Lindbrook Capital
California
$465K +$39.7K +332 +11%
WPP
1079
Whalerock Point Partners
Rhode Island
$465K +$38.1K +319 +10%
AIM
1080
Athena Investment Management
California
$463K +$120 +1 +0%
WP
1081
WealthSource Partners
California
$463K +$120 +1 +0%
AIP
1082
ARS Investment Partners
New York
$463K – – –
BEC
1083
Blue Edge Capital
Virginia
$462K +$24.3K +203 +6%
GGA
1084
Granite Group Advisors
Connecticut
$461K +$369K +3,087 New
WIC
1085
Woodmont Investment Counsel
Tennessee
$461K -$71.4K -597 -15%
CFGA
1086
Cambridge Financial Group (Arizona)
Arizona
$460K +$413K +3,454 New
FMWA
1087
Forvis Mazars Wealth Advisors
Missouri
$459K -$18.5K -155 -4%
EFMC
1088
Empire Financial Management Company
New York
$459K -$3.59K -30 -0.9%
CBT
1089
CoreFirst Bank & Trust
Kansas
$458K – – –
DTC
1090
Davidson Trust Company
Washington
$456K – – –
PI
1091
Putnam Investments
Massachusetts
$455K -$25.9K -217 -6%
SC
1092
Syon Capital
California
$453K +$29.6K +248 +8%
MIM
1093
Merrion Investment Management
New Jersey
$453K – – –
WI
1094
Wedgewood Investors
Pennsylvania
$453K – – –
VCP
1095
Verus Capital Partners
Arizona
$450K +$5.98K +50 +2%
VST
1096
Van Strum & Towne
California
$450K +$12K +100 +3%
FA
1097
Faithward Advisors
Pennsylvania
$450K -$43K -360 -11%
APG
1098
Abacus Planning Group
South Carolina
$449K – – –
CI
1099
CX Institutional
Indiana
$445K -$7.53K -63 -2%
PAG
1100
Powers Advisory Group
Illinois
$445K – – –
42 43
44
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