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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1151
McDaniel Terry & Co
Texas
$337K – – –
CRC
1152
Curi RMB Capital
Illinois
$336K +$335K +2,717 New
GS
1153
GWN Securities
Florida
$335K -$493K -3,999 -60%
HWA
1154
HCR Wealth Advisors
California
$334K +$12.8K +104 +4%
ALA
1155
Atlas Legacy Advisors
California
$334K -$240K -1,950 -42%
WIM
1156
Warwick Investment Management
Texas
$334K +$30.2K +245 +10%
DAC
1157
Dividend Assets Capital
South Carolina
$334K – – –
WAM
1158
Walker Asset Management
Missouri
$331K +$2.46K +20 +0.8%
RA
1159
Ruggaard & Associates
Ohio
$330K – – –
PAW
1160
Plan A Wealth
Nebraska
$329K – – –
CGL
1161
Clarius Group LLC
Washington
$329K -$26.9K -218 -8%
FCP
1162
Fidelis Capital Partners
Florida
$328K +$10.8K +88 +3%
SP
1163
Successful Portfolios
Florida
$327K +$123 +1 +0%
BB
1164
Bell Bank
North Dakota
$326K – – –
KBFS
1165
Kohmann Bosshard Financial Services
Ohio
$326K -$2.46K -20 -0.8%
CCC
1166
Compass Capital Corp
Massachusetts
$326K -$11.3K -92 -3%
FMTC
1167
Farmers & Merchants Trust Company
California
$324K – – –
DAS
1168
Diversify Advisory Services
Utah
$323K +$21K +170 +6%
LWANC
1169
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K – – –
CCM
1170
Canal Capital Management
Virginia
$323K +$2.96K +24 +0.9%
GSCM
1171
Greenfield Seitz Capital Management
Texas
$322K -$37K -300 -10%
HBW
1172
Hazlett, Burt & Watson
West Virginia
$322K -$13.3K -108 -4%
IAMOG
1173
Investors Asset Management of Georgia
Georgia
$321K -$12.3K -100 -4%
SFG
1174
Seamount Financial Group
Colorado
$321K +$30.8K +250 +11%
CP
1175
Covenant Partners
Tennessee
$321K +$321K +2,602 New
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