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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1501
Financial Management Network
California
$203K +$196K +1,528 New
WFI
1502
West Family Investments
California
$202K +$190K +1,486 New
EWM
1503
Endowment Wealth Management
Wisconsin
$202K +$190K +1,483 New
HC
1504
Hendley & Co
Ohio
$201K -$41.6K -325 -18%
GI
1505
Gradient Investments
Minnesota
$200K +$189K +1,473 New
SAIG
1506
Semper Augustus Investments Group
Colorado
$200K +$189K +1,472 New
CFGA
1507
Cambridge Financial Group (Arizona)
Arizona
$200K +$188K +1,471 New
CH
1508
Cromwell Holdings
Wyoming
$199K – – –
UBP
1509
Union Bancaire Privee
Switzerland
$197K +$211K +1,650 New
NB
1510
NBT Bank
New York
$195K -$90.4K -706 -49%
SIS
1511
Sound Income Strategies
Florida
$193K -$15.8K -123 -8%
CCM
1512
Chilton Capital Management
Texas
$192K – – –
EPIM
1513
Evelyn Partners Investment Management
$192K – – –
AA
1514
Addison Advisors
Vermont
$184K – – –
1L
1515
10Elms LLP
Oklahoma
$184K – – –
JEST
1516
JTC Employer Solutions Trustee
Jersey
$184K – – –
CSC
1517
Caldwell Sutter Capital
California
$183K -$1.28K -10 -0.7%
SDIC
1518
South Dakota Investment Council
South Dakota
$180K -$76.9K -600 -31%
GBT
1519
Grove Bank & Trust
Florida
$179K +$1.02K +8 +0.6%
GPI
1520
General Partner Inc
Pennsylvania
$177K – – –
WSCM
1521
Wellington Shields Capital Management
New York
$176K – – –
AAG
1522
Armstrong Advisory Group
Massachusetts
$173K -$11.4K -89 -7%
TF
1523
Tompkins Financial
New York
$169K – – –
VNA
1524
Valley National Advisers
Pennsylvania
$168K -$641 -5 -0.4%
CAL
1525
Capital Advisors Ltd
Ohio
$166K -$14.5K -113 -8%
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