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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1251
Delta Financial Group
New Jersey
$216K +$211K +2,063 New
SW
1252
SlateStone Wealth
Florida
$215K +$212K +2,070 New
TCM
1253
TD Capital Management
Tennessee
$215K +$6.75K +66 +3%
BBHC
1254
Brown Brothers Harriman & Co
New York
$215K – – –
DTL
1255
Dynamic Technology Lab
Singapore
$215K +$211K +2,061 New
WFA
1256
Websterrogers Financial Advisors
South Carolina
$214K +$210K +2,053 New
MCM
1257
Manchester Capital Management
Vermont
$214K -$62.9K -615 -23%
AWA
1258
Aaron Wealth Advisors
Illinois
$213K +$209K +2,046 New
BCB
1259
Brian C. Broderick
$213K +$209K +2,045 New
SIA
1260
Schechter Investment Advisors
Michigan
$213K +$209K +2,042 New
CWM
1261
Cabot Wealth Management
Massachusetts
$212K +$208K +2,035 New
DC
1262
Defender Capital
North Carolina
$212K +$208K +2,036 New
EDRIA
1263
Edmonds Duncan Registered Investment Advisors
Kansas
$211K +$208K +2,030 New
PCMC
1264
Private Capital Management (Colorado)
Colorado
$211K +$207K +2,027 New
SFG
1265
Sovereign Financial Group
Connecticut
$211K +$207K +2,027 New
ZIG
1266
Zullo Investment Group
Pennsylvania
$211K +$205 +2 +0.1%
WI
1267
WrapManager Inc
California
$210K +$206K +2,013 New
AL
1268
Aspiriant LLC
California
$210K +$206K +2,017 New
ATIA
1269
American Trust Investment Advisors
New Hampshire
$210K +$206K +2,015 New
MGAM
1270
McGowan Group Asset Management
Texas
$209K +$206K +2,012 New
BFM
1271
Boston Financial Management
Massachusetts
$209K +$205K +2,008 New
CFA
1272
CWS Financial Advisors
Michigan
$209K -$31.6K -309 -11%
BST
1273
Bath Savings Trust
Maine
$208K +$204K +1,995 New
PFGIA
1274
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$204K +1,990 New
CA
1275
Carson Advisory
Georgia
$206K +$203K +1,984 New
49 50
51
52 53