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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1101
Cadinha & Co
Hawaii
$243K – – –
TW
1102
TrinityPoint Wealth
Connecticut
$243K +$168 +2 +0.1%
LWM
1103
Laidlaw Wealth Management
New York
$243K +$236K +2,809 New
SI
1104
SCP Investment
California
$242K -$236K -2,800 -50%
RPC
1105
Rossmore Private Capital
Connecticut
$242K – – –
AA
1106
Apriem Advisors
California
$242K +$236K +2,800 New
AF
1107
Advisornet Financial
Minnesota
$241K -$165K -1,960 -41%
PC
1108
Port Capital
Illinois
$241K -$6.56K -78 -3%
HWA
1109
HCR Wealth Advisors
California
$240K -$1.09K -13 -0.5%
CFA
1110
CWS Financial Advisors
Michigan
$240K +$233K +2,773 New
ACA
1111
Atlas Capital Advisors
Wyoming
$239K – – –
LIA
1112
LBMC Investment Advisors
Tennessee
$238K +$232K +2,752 New
SCA
1113
STALEY CAPITAL ADVISERS
Pennsylvania
$237K +$231K +2,740 New
IWA
1114
IVC Wealth Advisors
Pennsylvania
$236K +$230K +2,731 New
LWAC
1115
Laurel Wealth Advisors (California)
California
$235K -$55.5K -660 -19%
IP
1116
Investment Partners
Ohio
$235K +$229K +2,723 New
ACA
1117
Aptus Capital Advisors
Alabama
$235K +$229K +2,725 New
DCM
1118
Donaldson Capital Management
Indiana
$235K +$229K +2,725 New
DWA
1119
Douglass Winthrop Advisors
New York
$235K +$229K +2,725 New
LPIC
1120
LeJeune Puetz Investment Counsel
Michigan
$234K -$16.8K -200 -7%
FCCM
1121
First City Capital Management
Georgia
$234K – – –
WAP
1122
Wealthcare Advisory Partners
Pennsylvania
$232K +$226K +2,682 New
MMG
1123
Monetary Management Group
Missouri
$231K – – –
LC
1124
LCNB Corp
Ohio
$231K +$225K +2,671 New
FMTC
1125
Farmers & Merchants Trust Company
California
$230K -$13.8K -164 -6%
43 44
45
46 47