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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
1101
Post Resch Tallon Group
New York
$351K – – –
APW
1102
Austin Private Wealth
Texas
$350K -$2.69K -24 -0.8%
SFS
1103
Stiles Financial Services
Minnesota
$350K +$7.62K +68 +2%
PF
1104
Phoenix Financial
Israel
$349K -$298K -2,663 -48%
MFFIA
1105
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$349K -$3.7K -33 -1%
PA
1106
Persium Advisors
Georgia
$346K – – –
CCFCSB
1107
Cape Cod Five Cents Savings Bank
Massachusetts
$345K – – –
SGI
1108
Summit Global Investments
Utah
$345K +$15K +134 +5%
OWP
1109
Obermeyer Wealth Partners
Colorado
$344K +$1.23K +11 +0.4%
SRC
1110
Shufro Rose & Co
New York
$343K – – –
BMC
1111
Beaton Management Company
Massachusetts
$342K -$30K -268 -9%
AWA
1112
AGH Wealth Advisors
Kansas
$341K +$8.85K +79 +3%
AWA
1113
Arete Wealth Advisors
Illinois
$340K -$11.5K -103 -3%
SAM
1114
Strategy Asset Managers
California
$338K -$45.8K -409 -13%
TSW
1115
Thompson Siegel & Walmsley
Virginia
$336K -$43K -384 -12%
IVP
1116
Intrinsic Value Partners
Arizona
$335K -$8.29K -74 -3%
PA
1117
PFG Advisors
Arizona
$334K -$17.9K -160 -5%
GSCM
1118
Greenfield Seitz Capital Management
Texas
$333K +$20.8K +186 +7%
NWM
1119
Northcape Wealth Management
New York
$333K +$37K +330 +13%
CA
1120
Capital Advantage
California
$333K +$560 +5 +0.2%
DTC
1121
Davidson Trust Company
Washington
$332K -$31.6K -282 -9%
LCM
1122
Liberty Capital Management
Michigan
$331K – – –
ACA
1123
Atlas Capital Advisors
Wyoming
$331K -$118K -1,049 -27%
SW
1124
SVB Wealth
Massachusetts
$329K +$309K +2,761 New
HCM
1125
Howard Capital Management
Georgia
$329K +$33.5K +299 +12%
43 44
45
46 47