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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1551
SFMG Wealth Advisors
Texas
$232K +$205K +1,421 New
AF
1552
Aldebaran Financial
$232K -$75.7K -525 -27%
HCM
1553
Hutchinson Capital Management
California
$232K +$205K +1,420 New
CLOS
1554
Compagnie Lombard Odier SCmA
Switzerland
$231K – – –
AC
1555
Allstate Corporation
Illinois
$231K +$204K +1,413 New
LL
1556
LPWM LLC
Minnesota
$230K +$200K +1,390 New
CD
1557
Chapin Davis
Maryland
$229K -$19.5K -135 -9%
PAI
1558
Pittenger & Anderson Inc
Nebraska
$229K +$50.6K +351 +33%
JC
1559
JB Capital
Connecticut
$229K +$202K +1,402 New
AA
1560
Alta Advisers
United Kingdom
$229K – – –
BCA
1561
Bay Colony Advisors
Massachusetts
$227K -$16.3K -113 -8%
HIC
1562
Hartline Investment Corp
Illinois
$227K +$200K +1,391 New
CFP
1563
Catalyst Financial Partners
Massachusetts
$226K +$208K +1,440 New
LWA
1564
Lineweaver Wealth Advisors
Ohio
$226K +$199K +1,384 New
CA
1565
Carson Advisory
Georgia
$226K +$199K +1,384 New
LWM
1566
Laidlaw Wealth Management
New York
$225K -$231K -1,604 -54%
FBFS
1567
First Business Financial Services
Wisconsin
$225K -$101K -703 -34%
WIA
1568
Wetzel Investment Advisors
Indiana
$224K +$20.8K +144 +11%
AA
1569
Addison Advisors
Vermont
$223K – – –
WEG
1570
World Equity Group
Illinois
$223K +$197K +1,368 New
NB
1571
Northwest Bancshares
Pennsylvania
$223K +$197K +1,366 New
BHBT
1572
Burke & Herbert Bank & Trust
Virginia
$223K -$34.6K -240 -15%
BIC
1573
Beach Investment Counsel
Pennsylvania
$221K – – –
NDSI
1574
Newman Dignan & Sheerar Inc
Rhode Island
$221K +$195K +1,352 New
PCM
1575
Pointe Capital Management
Michigan
$221K +$195K +1,352 New
61 62
63
64 65