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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1151
Quadrant Capital Group
Ohio
$218K +$4.62K +40 +2%
BFO
1152
Boston Family Office
Massachusetts
$218K +$7.86K +68 +4%
SIC
1153
SFE Investment Counsel
California
$217K -$11.4K -99 -5%
BFC
1154
Bedel Financial Consulting
Indiana
$217K – – –
BIA
1155
Bigelow Investment Advisors
Maine
$216K – – –
ST
1156
Sentinel Trust
Texas
$216K +$222K +1,917 New
TIA
1157
Tandem Investment Advisors
South Carolina
$216K +$222K +1,919 New
AIA
1158
Arbor Investment Advisors
North Carolina
$213K -$12.8K -111 -6%
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$213K -$809 -7 -0.4%
LA
1160
LVW Advisors
New York
$212K -$19.3K -167 -8%
CI
1161
Capital Innovations
Wisconsin
$212K +$217K +1,880 New
PMG
1162
ProVise Management Group
Florida
$211K +$216K +1,871 New
CL
1163
CPWM LLC
Washington
$211K +$217K +1,875 New
WAP
1164
Wealthcare Advisory Partners
Pennsylvania
$210K -$16.9K -146 -7%
BCM
1165
Birmingham Capital Management
Alabama
$210K – – –
B
1166
Bailard
California
$209K -$49.7K -430 -19%
AWM
1167
Avior Wealth Management
Nebraska
$209K +$190K +1,645 +802%
MKC
1168
M. Kraus & Co
Vermont
$209K +$214K +1,850 New
AUB
1169
Atlantic Union Bankshares
Virginia
$208K +$809 +7 +0.4%
LC
1170
LCNB Corp
Ohio
$207K – – –
WSC
1171
Wellington Shields & Co
New York
$207K – – –
OIA
1172
Optimum Investment Advisors
Illinois
$205K – – –
SFG
1173
Summit Financial Group
West Virginia
$204K – – –
AP
1174
Appleton Partners
Massachusetts
$204K +$209K +1,812 New
CBOR
1175
Community Bank of Raymore
Missouri
$203K – – –
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