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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1101
Rehmann Capital Advisory Group
Michigan
$255K -$11.8K -102 -4%
BIM
1102
Bridges Investment Management
Nebraska
$253K – – –
KFC
1103
Klingenstein Fields & Co
New York
$251K -$5.2K -45 -2%
GW
1104
GW & Wade
Massachusetts
$251K +$231 +2 +0.1%
APG
1105
Abacus Planning Group
South Carolina
$250K +$462 +4 +0.2%
MWM
1106
Modera Wealth Management
New Jersey
$250K +$14.9K +129 +6%
MHS
1107
M Holdings Securities
Oregon
$248K -$54.6K -472 -18%
CFN
1108
Cordasco Financial Network
Florida
$248K – – –
DJSG
1109
D.J. St. Germain
Massachusetts
$248K – – –
SBL
1110
Sargent Bickham Lagudis
Colorado
$247K +$116 +1 +0%
EIA
1111
Edgemoor Investment Advisors
Maryland
$246K – – –
BCA
1112
Bray Capital Advisors
Florida
$246K +$1.16K +10 +0.5%
FB
1113
Fulton Bank
Pennsylvania
$246K +$2.89K +25 +1%
PWPS
1114
Pinnacle Wealth Planning Services
Ohio
$244K -$578 -5 -0.2%
TTWM
1115
TCV Trust & Wealth Management
Virginia
$244K – – –
MA
1116
MANA Advisors
New York
$241K +$247K +2,139 New
AIM
1117
Acropolis Investment Management
Missouri
$238K +$134K +1,160 +122%
EGA
1118
E&G Advisors
Texas
$237K – – –
PCMC
1119
Paragon Capital Management (Colorado)
Colorado
$236K – – –
TAM
1120
Trillium Asset Management
Massachusetts
$236K – – –
PGFC
1121
Peapack-Gladstone Financial Corp
New Jersey
$235K -$37.9K -328 -14%
WCM
1122
Whitener Capital Management
North Carolina
$231K -$1.5K -13 -0.6%
CMBA
1123
C.M. Bidwell & Associates
Hawaii
$231K +$236K +2,045 New
ACM
1124
AlphaStar Capital Management
North Carolina
$230K -$20.5K -177 -8%
KIA
1125
KCM Investment Advisors
California
$230K -$7.98K -69 -3%
43 44
45
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