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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1101
Canal Capital Management
Virginia
$258K +$1.85K +16 +0.7%
IWA
1102
Intercontinental Wealth Advisors
Texas
$256K -$347 -3 -0.1%
WAG
1103
Winthrop Advisory Group
Massachusetts
$256K +$1.62K +14 +0.6%
GC
1104
Gilbert & Cook
Iowa
$255K +$24.2K +209 +10%
RCAG
1105
Rehmann Capital Advisory Group
Michigan
$255K -$11.8K -102 -4%
BIM
1106
Bridges Investment Management
Nebraska
$253K – – –
KFC
1107
Klingenstein Fields & Co
New York
$251K -$5.2K -45 -2%
GW
1108
GW & Wade
Massachusetts
$251K +$231 +2 +0.1%
APG
1109
Abacus Planning Group
South Carolina
$250K +$462 +4 +0.2%
MWM
1110
Modera Wealth Management
New Jersey
$250K +$14.9K +129 +6%
MHS
1111
M Holdings Securities
Oregon
$248K -$54.6K -472 -18%
CFN
1112
Cordasco Financial Network
Florida
$248K – – –
DJSG
1113
D.J. St. Germain
Massachusetts
$248K – – –
SBL
1114
Sargent Bickham Lagudis
Colorado
$247K +$116 +1 +0%
EIA
1115
Edgemoor Investment Advisors
Maryland
$246K – – –
BCA
1116
Bray Capital Advisors
Florida
$246K +$1.16K +10 +0.5%
FB
1117
Fulton Bank
Pennsylvania
$246K +$2.89K +25 +1%
PWPS
1118
Pinnacle Wealth Planning Services
Ohio
$244K -$578 -5 -0.2%
TTWM
1119
TCV Trust & Wealth Management
Virginia
$244K – – –
MA
1120
MANA Advisors
New York
$241K +$247K +2,139 New
AIM
1121
Acropolis Investment Management
Missouri
$238K +$134K +1,160 +122%
EGA
1122
E&G Advisors
Texas
$237K – – –
PCMC
1123
Paragon Capital Management (Colorado)
Colorado
$236K – – –
TAM
1124
Trillium Asset Management
Massachusetts
$236K – – –
PGFC
1125
Peapack-Gladstone Financial Corp
New Jersey
$235K -$37.9K -328 -14%
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