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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1201
Summit Trail Advisors
New York
$307K +$24.5K +218 +9%
WTB
1202
Washington Trust Bank
Washington
$306K -$4.49K -40 -2%
OWP
1203
Obermeyer Wealth Partners
Colorado
$304K – – –
FPAS
1204
Focus Partners Advisor Solutions
Missouri
$304K +$284K +2,529 New
PT
1205
Plimoth Trust
Massachusetts
$303K – – –
GSB
1206
Greenfield Savings Bank
Massachusetts
$303K -$1.68K -15 -0.6%
BIC
1207
Beach Investment Counsel
Pennsylvania
$302K +$282K +2,510 New
APW
1208
Acima Private Wealth
Virginia
$300K – – –
DLG
1209
Daniel L. Goodwin
$300K +$281K +2,500 New
MA
1210
Montag & Associates
Georgia
$299K – – –
CA
1211
CoreCap Advisors
Michigan
$298K +$278K +2,478 New
BCA
1212
Bray Capital Advisors
Florida
$296K +$27.6K +246 +11%
PC
1213
Port Capital
Illinois
$296K -$17.6K -157 -6%
DFG
1214
Delta Financial Group
New Jersey
$296K +$276K +2,462 New
GA
1215
Greytown Advisors
Florida
$296K – – –
FCP
1216
Fidelis Capital Partners
Florida
$296K +$28.3K +252 +11%
BAAM
1217
Baker Avenue Asset Management
California
$295K +$8.19K +73 +3%
LSIA
1218
LaSalle St. Investment Advisors
Illinois
$294K -$6.85K -61 -2%
TTWM
1219
TCV Trust & Wealth Management
Virginia
$293K +$11.2K +100 +4%
WI
1220
WBI Investments
New Jersey
$291K +$272K +2,423 New
SWA
1221
Sutton Wealth Advisors
Florida
$289K +$1.8K +16 +0.7%
BP
1222
Ballentine Partners
Massachusetts
$289K -$54.5K -486 -17%
IIM
1223
Ipswich Investment Management
Massachusetts
$288K – – –
PCS
1224
Personal CFO Solutions
New Jersey
$288K -$402K -3,582 -60%
RB
1225
Renasant Bank
Mississippi
$288K +$269K +2,398 New
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