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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
1576
Blackston Financial Advisory Group
Florida
$267K -$32.8K -209 -12%
CH
1577
Cromwell Holdings
Wyoming
$267K – – –
CA
1578
COFG Advisors
Illinois
$266K +$229K +1,461 New
CA
1579
Claro Advisors
Massachusetts
$266K +$228K +1,458 New
GWP
1580
Gateway Wealth Partners
Wisconsin
$265K +$228K +1,455 New
WMA
1581
West Michigan Advisors
Michigan
$265K +$228K +1,452 New
SFG
1582
Synergy Financial Group
California
$264K +$227K +1,449 New
RIS
1583
Richmond Investment Services
Wisconsin
$264K +$227K +1,449 New
FTC
1584
Farmers Trust Company
Ohio
$263K +$226K +1,442 New
DCM
1585
Donaldson Capital Management
Indiana
$263K +$226K +1,441 New
PC
1586
Purewater Capital
Texas
$262K +$225K +1,438 New
VAM
1587
Verity Asset Management
North Carolina
$262K +$225K +1,436 New
KIM
1588
Kestra Investment Management
Texas
$260K +$224K +1,428 New
JCM
1589
Jacobsen Capital Management
Utah
$260K +$224K +1,428 New
RCG
1590
Regatta Capital Group
California
$260K +$224K +1,427 New
JC
1591
JM2 Capital
Oklahoma
$260K +$223K +1,426 New
CFA
1592
CWS Financial Advisors
Michigan
$259K +$223K +1,423 New
CT
1593
Coastline Trust
Rhode Island
$259K – – –
HPC
1594
Hobart Private Capital
North Carolina
$259K +$222K +1,419 New
ZCP
1595
Z3 Capital Partners
Virginia
$259K +$222K +1,419 New
CCM
1596
Chilton Capital Management
Texas
$258K -$470 -3 -0.2%
NB
1597
NBT Bank
New York
$257K +$112K +712 +102%
HCM
1598
Hutchinson Capital Management
California
$256K +$220K +1,407 New
MPIA
1599
Mountain Pacific Investment Advisers
Idaho
$256K +$220K +1,407 New
SAM
1600
Secure Asset Management
Michigan
$256K +$220K +1,407 New
62 63
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65 66