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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1101
Risk Paradigm Group
Texas
$118K -$2.86M -29,379 -96%
KCPG
1102
Kavar Capital Partners Group
Kansas
$114K +$116K +1,193 New
GAM
1103
Gemmer Asset Management
California
$112K – – –
CF
1104
Centaurus Financial
California
$107K +$109K +1,118 New
RP
1105
Rowlandmiller & Partners
Georgia
$107K +$10.3K +106 +11%
FHA
1106
First Horizon Advisors
Tennessee
$106K -$18.1K -186 -14%
POIA
1107
Pin Oak Investment Advisors
Texas
$106K -$7.11K -73 -6%
FNB
1108
Farmers National Bank
Kentucky
$105K +$23.4K +240 +28%
BAM
1109
Bruderman Asset Management
New York
$105K +$107K +1,099 New
MA
1110
MCF Advisors
Kentucky
$102K – – –
TA
1111
Townsend & Associates
Colorado
$102K +$681 +7 +0.7%
JCM
1112
Jacobi Capital Management
Pennsylvania
$99K +$195 +2 +0.2%
M
1113
MOTCO
Texas
$99K +$75K +770 +297%
FPS
1114
Fieldpoint Private Securities
Connecticut
$97K – – –
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$94K – – –
GLI
1116
Guardian Life Insurance
New York
$93K -$41.4K -425 -31%
1IA
1117
1834 Investment Advisors
Wisconsin
$91K -$82.5K -847 -47%
AWM
1118
Aevitas Wealth Management
Massachusetts
$90K +$20.4K +210 +29%
OC
1119
Oakworth Capital
Alabama
$89K -$6.91K -71 -8%
LWCFA
1120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K -$27.9K -287 -24%
FIB
1121
First Interstate Bank
Montana
$88K -$3.31K -34 -4%
RFA
1122
Reilly Financial Advisors
California
$87K – – –
SA
1123
SRH Advisors
Kansas
$87K – – –
JFA
1124
JNBA Financial Advisors
Minnesota
$82K -$9.73K -100 -10%
VCM
1125
Vigilant Capital Management
Maine
$82K +$58.9K +605 +237%
43 44
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