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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1101
Duncker Streett & Co
Missouri
$249K – – –
DAC
1102
Dividend Assets Capital
South Carolina
$248K -$57K -600 -19%
CNB
1103
Camden National Bank
Maine
$248K – – –
PCM
1104
Prelude Capital Management
New York
$248K +$77.6K +816 +45%
TSW
1105
Thompson Siegel & Walmsley
Virginia
$246K -$33.3K -350 -12%
DCM
1106
Donaldson Capital Management
Indiana
$246K – – –
KCM
1107
Kanawha Capital Management
Virginia
$245K – – –
MBT
1108
Montecito Bank & Trust
California
$245K – – –
AWM
1109
Avior Wealth Management
Nebraska
$244K +$11.7K +123 +5%
ACA
1110
Anchor Capital Advisors
Massachusetts
$242K – – –
WPP
1111
Whalerock Point Partners
Rhode Island
$242K +$241K +2,539 New
MFG
1112
Magnus Financial Group
New York
$241K +$95 +1 +0%
CBT
1113
Capital Bank & Trust
California
$238K -$47.5K -500 -17%
NCM
1114
Next Capital Management
New York
$238K – – –
YMRC
1115
Yorktown Management & Research Company
Virginia
$238K – – –
MWA
1116
Meridian Wealth Advisors
Texas
$238K +$23.8K +250 +11%
CAM
1117
Cresset Asset Management
Illinois
$237K +$129K +1,352 +119%
NME
1118
Notis-McConarty Edward
$236K -$52.3K -550 -18%
FWM
1119
Focused Wealth Management
New York
$234K -$11.8K -124 -5%
LPT
1120
Legacy Private Trust
Wisconsin
$234K – – –
MIP
1121
Marietta Investment Partners
Wisconsin
$234K – – –
CAM
1122
Covenant Asset Management
New Jersey
$233K – – –
VHAM
1123
Van Hulzen Asset Management
California
$233K – – –
OIA
1124
Optimum Investment Advisors
Illinois
$233K +$59.4K +625 +34%
FSWA
1125
Financial Synergies Wealth Advisors
Texas
$232K +$231K +2,434 New
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