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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1476
Forte Capital
New York
$214K +$192K +1,606 New
LA
1477
LVW Advisors
New York
$214K +$192K +1,605 New
CGH
1478
CMG Global Holdings
Texas
$214K +$174K +1,459 New
BHBT
1479
Burke & Herbert Bank & Trust
Virginia
$213K +$192K +1,603 New
NI
1480
NDVR Inc
Massachusetts
$213K +$191K +1,602 New
CIG
1481
Cascade Investment Group
Colorado
$213K +$191K +1,600 New
MWM
1482
Meridian Wealth Management
Kentucky
$213K +$191K +1,600 New
SS
1483
Sunbelt Securities
Texas
$212K -$15.9K -133 -8%
AA
1484
Advisory Alpha
Michigan
$211K +$189K +1,584 New
DBIA
1485
Dumont & Blake Investment Advisors
New Jersey
$211K -$44.8K -375 -19%
ACP
1486
Aviance Capital Partners
Florida
$211K +$189K +1,583 New
SCA
1487
Sippican Capital Advisors
Massachusetts
$211K +$189K +1,582 New
BCG
1488
Breakwater Capital Group
New Jersey
$211K +$194K +1,624 New
CFG
1489
Cooper Financial Group
California
$211K +$189K +1,581 New
ERIM
1490
Eagle Ridge Investment Management
Connecticut
$210K +$188K +1,577 New
MAM
1491
MMA Asset Management
Pennsylvania
$210K -$29.9K -250 -14%
WIM
1492
Westside Investment Management
California
$209K – – –
SW
1493
SlateStone Wealth
Florida
$209K +$188K +1,570 New
CBOR
1494
Community Bank of Raymore
Missouri
$208K +$187K +1,562 New
CWM
1495
Compass Wealth Management
Connecticut
$208K -$3.59K -30 -2%
ANB
1496
Amarillo National Bank
Texas
$208K +$187K +1,561 New
HCM
1497
Highlander Capital Management
New Jersey
$208K – – –
PCS
1498
Personal CFO Solutions
New Jersey
$208K -$100K -840 -35%
WMA
1499
Wealth Management Associates
New Jersey
$207K +$186K +1,558 New
EWM
1500
Endowment Wealth Management
Wisconsin
$207K -$22.9K -192 -11%
58 59
60
61 62