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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Profund Advisors
Maryland
$2.81M -$150K -1,113 -5%
SIMG
477
Sonora Investment Management Group
Arizona
$2.81M +$46.7K +346 +2%
CWP
478
Cyndeo Wealth Partners
Florida
$2.79M -$7.16K -53 -0.2%
RWM
479
Rockline Wealth Management
New York
$2.79M +$113K +839 +4%
TMAM
480
Tokio Marine Asset Management
Japan
$2.78M +$56.4K +418 +2%
MWM
481
Mattern Wealth Management
Kansas
$2.75M -$1.85M -13,715 -40%
WCM
482
Wisconsin Capital Management
Wisconsin
$2.74M -$602K -4,455 -18%
CGH
483
Crossmark Global Holdings
Texas
$2.74M -$6.71M -49,669 -70%
NMERB
484
New Mexico Educational Retirement Board
New Mexico
$2.73M -$189K -1,400 -6%
BCM
485
Becker Capital Management
Oregon
$2.72M +$1.08K +8 +0%
BRWA
486
B. Riley Wealth Advisors
Florida
$2.71M -$1.08M -7,983 -28%
SAM
487
Silvercrest Asset Management
New York
$2.71M -$43.2K -320 -2%
AAM
488
Azzad Asset Management
Virginia
$2.71M +$223K +1,654 +9%
CIA
489
Concurrent Investment Advisors
Florida
$2.7M +$117K +865 +4%
MCM
490
MAI Capital Management
Ohio
$2.69M -$162K -1,201 -6%
FNT
491
First Nebraska Trust
Nebraska
$2.68M -$46.6K -345 -2%
SWP
492
Stratos Wealth Partners
Ohio
$2.68M +$134K +991 +5%
CVM
493
Cheviot Value Management
California
$2.65M -$154K -1,138 -5%
RFC
494
Regions Financial Corp
Alabama
$2.65M +$41.3K +306 +2%
PP
495
Patten & Patten
Tennessee
$2.65M -$7.43K -55 -0.3%
APWM
496
Argonautica Private Wealth Management
Massachusetts
$2.62M +$17.4K +129 +0.7%
HFM
497
Hartford Financial Management
Connecticut
$2.62M – – –
NIM
498
NEOS Investment Management
Connecticut
$2.61M +$548K +4,060 +26%
SF
499
Summit Financial
New Jersey
$2.61M -$729K -5,401 -21%
IB
500
Intrust Bank
Kansas
$2.61M +$61K +452 +2%
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