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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1151
Arthur M. Cohen & Associates
Illinois
$219K – – –
NDSI
1152
Newman Dignan & Sheerar Inc
Rhode Island
$219K – – –
CA
1153
Calton & Associates
Florida
$219K +$30.2K +261 +16%
SWA
1154
Sutton Wealth Advisors
Florida
$218K – – –
CPA
1155
Court Place Advisors
Maryland
$218K -$3.7K -32 -2%
QCG
1156
Quadrant Capital Group
Ohio
$218K +$4.62K +40 +2%
BFO
1157
Boston Family Office
Massachusetts
$218K +$7.86K +68 +4%
SIC
1158
SFE Investment Counsel
California
$217K -$11.4K -99 -5%
BFC
1159
Bedel Financial Consulting
Indiana
$217K – – –
BIA
1160
Bigelow Investment Advisors
Maine
$216K – – –
ST
1161
Sentinel Trust
Texas
$216K +$222K +1,917 New
TIA
1162
Tandem Investment Advisors
South Carolina
$216K +$222K +1,919 New
AIA
1163
Arbor Investment Advisors
North Carolina
$213K -$12.8K -111 -6%
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$213K -$809 -7 -0.4%
LA
1165
LVW Advisors
New York
$212K -$19.3K -167 -8%
CI
1166
Capital Innovations
Wisconsin
$212K +$217K +1,880 New
PMG
1167
ProVise Management Group
Florida
$211K +$216K +1,871 New
CL
1168
CPWM LLC
Washington
$211K +$217K +1,875 New
WAP
1169
Wealthcare Advisory Partners
Pennsylvania
$210K -$16.9K -146 -7%
BCM
1170
Birmingham Capital Management
Alabama
$210K – – –
B
1171
Bailard
California
$209K -$49.7K -430 -19%
AWM
1172
Avior Wealth Management
Nebraska
$209K +$190K +1,645 +802%
MKC
1173
M. Kraus & Co
Vermont
$209K +$214K +1,850 New
AUB
1174
Atlantic Union Bankshares
Virginia
$208K +$809 +7 +0.4%
LC
1175
LCNB Corp
Ohio
$207K – – –
45 46
47
48 49