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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1551
Stokes Family Office
Louisiana
– -$202K -1,840 Closed
MSS
1552
Mitchell Sinkler & Starr
Pennsylvania
– -$204K -1,833 Closed
WSC
1553
Wellington Shields & Co
New York
– -$204K -1,832 Closed
RG
1554
Renaissance Group
Kentucky
– -$203K -1,821 Closed
NP
1555
NorthRock Partners
Minnesota
– -$202K -1,813 Closed
AP
1556
Adero Partners
California
– -$201K -1,805 Closed
HB
1557
Horizon Bancorp
Indiana
– -$181K -1,625 Closed
APC
1558
Aspire Private Capital
North Carolina
– -$176K -1,577 Closed
FPS
1559
Fieldpoint Private Securities
Connecticut
– -$173K -1,557 Closed
LD
1560
Lipe & Dalton
New York
– -$171K -1,532 Closed
WG
1561
Welch Group
Alabama
– -$156K -1,396 Closed
CHAM
1562
Clear Harbor Asset Management
Connecticut
– -$153K -1,375 Closed
GLI
1563
Guardian Life Insurance
New York
– -$146K -1,312 Closed
AA
1564
Argent Advisors
Louisiana
– -$129K -1,165 Closed
FL
1565
Fort LP
Maryland
– -$118K -1,063 Closed
ONST
1566
Old North State Trust
North Carolina
– -$118K -1,062 Closed
FPFS
1567
First Personal Financial Services
North Carolina
– -$99K -893 Closed
FIB
1568
First Interstate Bank
Montana
– -$98K -873 Closed
PCM
1569
Prelude Capital Management
New York
– -$90K -808 Closed
GFPC
1570
Global Financial Private Capital
Florida
– -$87K -779 Closed
HWM
1571
Howard Wealth Management
Connecticut
– -$77K -700 Closed
KIG
1572
Kessler Investment Group
Indiana
– -$77K -690 Closed
HCA
1573
Horan Capital Advisors
Ohio
– -$64K -578 Closed
LWM
1574
Lionsbridge Wealth Management
Florida
– -$51K -472 Closed
KPCM
1575
Kings Point Capital Management
New York
– -$48K -431 Closed