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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1476
Paulson Wealth Management
Illinois
$215K +$193K +1,616 New
FSA
1477
Fort Sheridan Advisors
Illinois
$214K +$192K +1,607 New
FC
1478
Forte Capital
New York
$214K +$192K +1,606 New
LA
1479
LVW Advisors
New York
$214K +$192K +1,605 New
CGH
1480
CMG Global Holdings
Texas
$214K +$174K +1,459 New
BHBT
1481
Burke & Herbert Bank & Trust
Virginia
$213K +$192K +1,603 New
NI
1482
NDVR Inc
Massachusetts
$213K +$191K +1,602 New
CIG
1483
Cascade Investment Group
Colorado
$213K +$191K +1,600 New
MWM
1484
Meridian Wealth Management
Kentucky
$213K +$191K +1,600 New
SS
1485
Sunbelt Securities
Texas
$212K -$15.9K -133 -8%
AA
1486
Advisory Alpha
Michigan
$211K +$189K +1,584 New
DBIA
1487
Dumont & Blake Investment Advisors
New Jersey
$211K -$44.8K -375 -19%
ACP
1488
Aviance Capital Partners
Florida
$211K +$189K +1,583 New
SCA
1489
Sippican Capital Advisors
Massachusetts
$211K +$189K +1,582 New
BCG
1490
Breakwater Capital Group
New Jersey
$211K +$194K +1,624 New
CFG
1491
Cooper Financial Group
California
$211K +$189K +1,581 New
ERIM
1492
Eagle Ridge Investment Management
Connecticut
$210K +$188K +1,577 New
MAM
1493
MMA Asset Management
Pennsylvania
$210K -$29.9K -250 -14%
WIM
1494
Westside Investment Management
California
$209K – – –
SW
1495
SlateStone Wealth
Florida
$209K +$188K +1,570 New
CBOR
1496
Community Bank of Raymore
Missouri
$208K +$187K +1,562 New
CWM
1497
Compass Wealth Management
Connecticut
$208K -$3.59K -30 -2%
ANB
1498
Amarillo National Bank
Texas
$208K +$187K +1,561 New
HCM
1499
Highlander Capital Management
New Jersey
$208K – – –
PCS
1500
Personal CFO Solutions
New Jersey
$208K -$100K -840 -35%
58 59
60
61 62