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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1126
Private Portfolio Partners
New Jersey
$420K -$49.6K -415 -12%
LC
1127
LCNB Corp
Ohio
$420K +$36K +301 +11%
CIM
1128
Cambria Investment Management
California
$420K +$377K +3,154 New
SWM
1129
Stockman Wealth Management
Montana
$419K -$51.6K -432 -12%
SP
1130
Successful Portfolios
Florida
$419K +$23.7K +198 +7%
BMC
1131
Beaton Management Company
Massachusetts
$419K – – –
CC
1132
Callan Capital
California
$419K +$15.8K +132 +4%
WCM
1133
Weik Capital Management
Pennsylvania
$419K -$5.38K -45 -1%
WHG
1134
Westwood Holdings Group
Texas
$418K -$13.7K -115 -4%
ZB
1135
Zions Bancorporation
Utah
$417K +$33.7K +282 +10%
TAM
1136
Townsend Asset Management
North Carolina
$416K +$1.08K +9 +0.3%
ARC
1137
Advisor Resource Council
Texas
$416K +$374K +3,125 New
GLA
1138
Good Life Advisors
Pennsylvania
$415K -$6.81K -57 -2%
CCFCSB
1139
Cape Cod Five Cents Savings Bank
Massachusetts
$413K -$347K -2,902 -48%
EFG
1140
Everhart Financial Group
Ohio
$413K +$36.7K +307 +11%
SFS
1141
Sharp Financial Services
Pennsylvania
$412K +$370K +3,093 New
AA
1142
Apriem Advisors
California
$408K – – –
WA
1143
WBH Advisory
Maryland
$408K +$7.53K +63 +2%
CCM
1144
Chilton Capital Management
Texas
$406K – – –
CIA
1145
Capital Investment Advisors
Georgia
$405K -$9.68K -81 -3%
PCM
1146
Poehling Capital Management
Wisconsin
$404K -$3.71K -31 -1%
PP
1147
PDS Planning
Ohio
$404K +$359 +3 +0.1%
WT
1148
Whittier Trust
California
$403K -$68.1K -570 -16%
MFG
1149
Magnus Financial Group
New York
$403K +$239 +2 +0.1%
GL
1150
Graypoint LLC
New York
$403K +$16.9K +141 +5%
44 45
46
47 48