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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1126
HCR Wealth Advisors
California
$570K +$13.9K +81 +2%
LWCFA
1127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$570K -$2.58K -15 -0.4%
TSMHT
1128
Thurston Springer Miller Herd & Titak
Indiana
$570K -$732K -4,255 -56%
CIM
1129
Corbyn Investment Management
Maryland
$570K – – –
BTI
1130
Blue Trust Inc
Georgia
$569K -$57.5K -334 -9%
UCI
1131
Uncommon Cents Investing
Wisconsin
$568K -$3.44K -20 -0.6%
LCM
1132
Lionhunter Capital Management
New York
$567K +$578K +3,356 New
WI
1133
Wedgewood Investors
Pennsylvania
$566K – – –
TWM
1134
Tanager Wealth Management
United Kingdom
$565K +$2.58K +15 +0.5%
RPC
1135
Rossmore Private Capital
Connecticut
$563K – – –
FWM
1136
Forza Wealth Management
Florida
$563K – – –
AIM
1137
Allen Investment Management
New York
$561K – – –
FB
1138
Fulton Bank
Pennsylvania
$559K -$117K -682 -17%
BAM
1139
Berkshire Asset Management
Pennsylvania
$559K -$72.8K -423 -11%
CC
1140
Courier Capital
New York
$554K – – –
AWM
1141
Atticus Wealth Management
Florida
$553K -$5.51K -32 -1%
N
1142
Numerai
California
$552K +$562K +3,266 New
MCA
1143
MSH Capital Advisors
Arizona
$549K -$1.55K -9 -0.3%
LI
1144
LVZ Inc
Michigan
$549K -$4.65K -27 -0.8%
OWP
1145
Obermeyer Wealth Partners
Colorado
$547K -$5.51K -32 -1%
HIA
1146
Harbor Investment Advisory
Maryland
$547K – – –
PFT
1147
Providence First Trust
Arizona
$546K +$224K +1,301 +67%
CTA
1148
Clear Trail Advisors
Texas
$545K – – –
FM
1149
Foster & Motley
Ohio
$545K -$1.89K -11 -0.3%
IA
1150
IFG Advisory
Georgia
$545K +$555K +3,222 New
44 45
46
47 48