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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1226
Carlson Capital Management
Minnesota
$343K +$308K +2,575 New
AA
1227
ALPS Advisors
Colorado
$343K -$22.1M -184,771 -99%
CIA
1228
Choate Investment Advisors
Massachusetts
$343K +$62.3K +521 +25%
DWM
1229
Denver Wealth Management
Colorado
$342K +$1.79K +15 +0.6%
MWP
1230
Moller Wealth Partners
$342K – – –
BAAM
1231
Baker Avenue Asset Management
California
$342K +$12.9K +108 +4%
FIB
1232
First Interstate Bank
Montana
$341K -$64.9K -543 -17%
SIM
1233
Sentry Investment Management
Wisconsin
$341K -$3.35K -28 -1%
WC
1234
Whitney & Co
New York
$340K -$4.78K -40 -2%
PT
1235
Plimoth Trust
Massachusetts
$336K – – –
GSB
1236
Greenfield Savings Bank
Massachusetts
$336K – – –
RB
1237
Renasant Bank
Mississippi
$335K +$14.1K +118 +5%
NCFG
1238
New Century Financial Group
New Jersey
$334K +$300K +2,506 New
GCM
1239
Gables Capital Management
Florida
$333K -$12K -100 -4%
FI
1240
Fractal Investments
Connecticut
$333K +$299K +2,500 New
TCOV
1241
Trust Company of Vermont
Vermont
$332K -$15.1K -126 -5%
WTB
1242
Washington Trust Bank
Washington
$332K -$6.57K -55 -2%
BCA
1243
Bray Capital Advisors
Florida
$330K +$1.79K +15 +0.6%
WT
1244
Washington Trust
Rhode Island
$330K -$23.9K -200 -7%
WWM
1245
Waterway Wealth Management
Texas
$329K +$295K +2,471 New
GA
1246
Greytown Advisors
Florida
$328K – – –
FBT
1247
First Bankers Trust
Kentucky
$327K -$22.4K -187 -7%
WAM
1248
Walker Asset Management
Missouri
$325K +$292K +2,443 New
HC
1249
Hamilton Capital
Ohio
$324K +$24.4K +204 +9%
WA
1250
Waverly Advisors
Alabama
$322K -$19.2K -161 -6%
48 49
50
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