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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1076
Brooklyn Investment Group
New York
$404K +$138K +1,123 +52%
LIM
1077
Longfellow Investment Management
Massachusetts
$403K – – –
PWM
1078
Perigon Wealth Management
California
$402K -$17.1K -139 -4%
RCA
1079
Runnymede Capital Advisors
Ohio
$401K -$1.85K -15 -0.5%
AIM
1080
Athena Investment Management
California
$401K – – –
SAM
1081
Strategy Asset Managers
California
$401K -$262K -2,129 -40%
RWM
1082
Riverbend Wealth Management
South Carolina
$401K +$13.3K +108 +3%
SC
1083
Scotia Capital
Ontario, Canada
$401K -$53K -430 -12%
JIC
1084
Joel Isaacson & Co
New York
$397K -$10.2K -83 -3%
MRP
1085
Measured Risk Portfolios
California
$397K -$13.6K -110 -3%
UF
1086
Univest Financial
Pennsylvania
$396K +$493 +4 +0.1%
LCWP
1087
Legacy Capital Wealth Partners
Arkansas
$395K +$19.2K +156 +5%
TSW
1088
Thompson Siegel & Walmsley
Virginia
$395K -$2.46K -20 -0.6%
EFG
1089
Elm3 Financial Group
Georgia
$395K -$208K -1,685 -35%
RPC
1090
Rossmore Private Capital
Connecticut
$394K -$1.23K -10 -0.3%
LC
1091
LCNB Corp
Ohio
$394K -$9.61K -78 -2%
ONST
1092
Old North State Trust
North Carolina
$394K – – –
NSIM
1093
North Star Investment Management
Illinois
$393K -$184K -1,492 -32%
FNBSF
1094
First National Bank Sioux Falls
South Dakota
$393K – – –
VIP
1095
Vista Investment Partners
Oklahoma
$390K – – –
CBT
1096
CoreFirst Bank & Trust
Kansas
$389K – – –
BMC
1097
Beaton Management Company
Massachusetts
$387K +$386K +3,131 New
SLC
1098
Second Line Capital
Louisiana
$387K -$37K -300 -9%
FCM
1099
Fourpath Capital Management
Oklahoma
$387K -$2.22K -18 -0.6%
WPWM
1100
Western Pacific Wealth Management
Illinois
$386K +$60.4K +490 +19%
42 43
44
45 46