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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1126
Measured Wealth Private Client Group
New Hampshire
$238K -$271K -2,707 -54%
CNB
1127
Camden National Bank
Maine
$238K -$18.7K -187 -7%
LIM
1128
Loudon Investment Management
New Hampshire
$238K – – –
KLCM
1129
KG&L Capital Management
Louisiana
$237K +$233K +2,320 New
FNC
1130
First National Corp
Massachusetts
$236K -$63.6K -635 -22%
LA
1131
Legacy Advisors
Pennsylvania
$236K – – –
LCM
1132
Liberty Capital Management
Michigan
$236K – – –
WDA
1133
Wendell David Associates
New Hampshire
$235K – – –
CC
1134
Cognios Capital
Kansas
$234K -$129K -1,287 -36%
DJSG
1135
D.J. St. Germain
Massachusetts
$234K – – –
GM
1136
GeoWealth Management
Illinois
$234K +$228K +2,278 New
BCA
1137
Bray Capital Advisors
Florida
$229K +$1.4K +14 +0.6%
PPP
1138
Private Portfolio Partners
New Jersey
$229K +$2K +20 +0.9%
KBFS
1139
Kohmann Bosshard Financial Services
Ohio
$229K +$25.1K +250 +13%
SP
1140
Symmetry Partners
Connecticut
$228K -$163K -1,629 -42%
OIA
1141
Optimum Investment Advisors
Illinois
$227K -$13.5K -135 -6%
FMP
1142
Financial Management Professionals
Texas
$227K – – –
MWA
1143
Meridian Wealth Advisors
Texas
$227K – – –
MWM
1144
Modera Wealth Management
New Jersey
$227K – – –
MFW
1145
Meristem Family Wealth
Minnesota
$227K +$222K +2,217 New
CBOR
1146
Community Bank of Raymore
Missouri
$227K +$222K +2,218 New
DI
1147
Diligent Investors
California
$226K – – –
IP
1148
Investment Partners
Ohio
$226K +$1.8K +18 +0.8%
MIA
1149
MainStreet Investment Advisors
Illinois
$225K -$152K -1,515 -41%
KFS
1150
Kurt F. Somerville
$225K – – –
44 45
46
47 48