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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1126
Alaska Wealth Advisors
Alaska
$323K +$325K +2,897 New
SSG
1127
Summit Securities Group
New York
$323K +$326K +2,900 New
ACM
1128
Argent Capital Management
Missouri
$321K -$56.2K -500 -15%
KIA
1129
KCM Investment Advisors
California
$321K – – –
WIA
1130
Westbourne Investment Advisors
Maryland
$320K -$101K -903 -24%
BW
1131
Bison Wealth
Georgia
$320K -$2.7K -24 -0.8%
APG
1132
Abacus Planning Group
South Carolina
$318K -$21K -187 -6%
VCM
1133
Virtue Capital Management
Tennessee
$316K -$938K -8,347 -75%
PB
1134
Pinnacle Bancorp
Nebraska
$316K -$108K -958 -25%
TC
1135
Trust Company
Kansas
$316K – – –
FTC
1136
Farmers Trust Company
Ohio
$313K -$37.4K -333 -11%
PGA
1137
Portland Global Advisors
Maine
$313K – – –
SFSIG
1138
San Francisco Sentry Investment Group
California
$311K -$230K -2,048 -42%
IA
1139
IFG Advisory
Georgia
$311K -$23.6K -210 -7%
WOC
1140
West Oak Capital
California
$311K – – –
FHA
1141
Flagship Harbor Advisors
Massachusetts
$310K -$25.2K -224 -7%
LWM
1142
Liberty Wealth Management
California
$310K -$2.02K -18 -0.6%
BMCM
1143
Bryn Mawr Capital Management
Pennsylvania
$309K -$4.27K -38 -1%
NQWM
1144
Northwest Quadrant Wealth Management
Oregon
$309K -$1.46K -13 -0.5%
WANY
1145
Wealthspire Advisors (New York)
New York
$309K +$5.5K +49 +2%
MG
1146
Mather Group
Illinois
$309K +$312K +2,778 New
BST
1147
Bath Savings Trust
Maine
$307K -$32.8K -292 -10%
AA
1148
Apriem Advisors
California
$307K – – –
EH
1149
Equitable Holdings
New York
$307K +$309K +2,754 New
TNB
1150
Thomasville National Bank
Georgia
$305K -$85.8K -764 -22%
44 45
46
47 48