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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
1226
Capital Market Strategies
Florida
$289K – – –
PB
1227
Pinnacle Bancorp
Nebraska
$289K +$12.1K +95 +4%
GF
1228
Goodman Financial
Texas
$289K – – –
BW
1229
Bison Wealth
Georgia
$288K -$638K -5,013 -66%
PT
1230
Plimoth Trust
Massachusetts
$288K – – –
ACM
1231
Aljian Capital Management
Nevada
$288K +$890 +7 +0.3%
FNFDCM
1232
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$288K +$25.4K +200 +9%
GCM
1233
Gables Capital Management
Florida
$285K – – –
HVIA
1234
Hudson Valley Investment Advisors
New York
$285K -$26.7K -210 -8%
QP
1235
Quilter Plc
United Kingdom
$284K – – –
DI
1236
Disciplined Investors
Texas
$284K +$311K +2,448 New
PC
1237
Port Capital
Illinois
$283K +$15.5K +122 +5%
SMA
1238
Sage Mountain Advisors
Georgia
$283K -$22K -173 -7%
WIM
1239
Warwick Investment Management
Texas
$280K -$25.4K -200 -8%
WT
1240
Washington Trust
Rhode Island
$280K -$3.82K -30 -1%
NWM
1241
Northcape Wealth Management
New York
$280K -$29.1K -229 -9%
EFG
1242
Ethos Financial Group
Pennsylvania
$280K -$4.45K -35 -1%
MSAM
1243
Moloney Securities Asset Management
Missouri
$279K -$16.5K -130 -5%
CG
1244
CFO4Life Group
Texas
$278K -$6.74K -53 -2%
PPP
1245
Private Portfolio Partners
New Jersey
$277K -$92.2K -725 -23%
GSB
1246
Greenfield Savings Bank
Massachusetts
$277K – – –
LIM
1247
Letson Investment Management
Georgia
$277K – – –
TA
1248
TFG Advisers
Michigan
$277K +$1.53K +12 +0.5%
MWM
1249
Manske Wealth Management
Texas
$276K +$308K +2,420 New
MA
1250
Montag & Associates
Georgia
$274K – – –
48 49
50
51 52