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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
526
Bartlett & Co
Ohio
$746K -$36.1K -591 -4%
BCWM
527
Bartlett & Co Wealth Management
Ohio
$746K -$36.1K -591 -4%
FM
528
Foster & Motley
Ohio
$744K -$54.6K -895 -6%
SI
529
Stephens Inc
Arkansas
$735K -$23.6K -386 -3%
PA
530
Parallel Advisors
California
$731K -$111K -1,815 -11%
CAI
531
Capital Advisors Inc
Oklahoma
$729K +$87.4K +1,433 +11%
CI
532
Cigna Investments
Connecticut
$727K -$1.59K -26 -0.2%
HSA
533
HBK Sorce Advisory
Pennsylvania
$725K +$119K +1,953 +16%
SCM
534
Silvant Capital Management
Georgia
$719K -$15.5K -254 -2%
AUB
535
Atlantic Union Bankshares
Virginia
$716K -$152K -2,491 -15%
BEAM
536
Baker Ellis Asset Management
Washington
$714K -$33.4K -547 -4%
EDRH
537
Edmond de Rothschild Holding
Switzerland
$712K +$353K +5,790 +73%
CB
538
Community Bank
New York
$709K +$189K +3,095 +29%
CBTWT
539
Community Bank & Trust (Waco, Texas)
Texas
$708K +$51.3K +841 +7%
JWM
540
Jeppson Wealth Management
California
$708K +$833K +13,655 New
BSB
541
Bangor Savings Bank
Maine
$706K -$92.7K -1,519 -10%
OPPTF
542
OPSEU Pension Plan Trust Fund
Ontario, Canada
$704K +$102K +1,674 +14%
APA
543
American Portfolios Advisors
New York
$703K -$32.7K -536 -4%
KPWS
544
Kestra Private Wealth Services
Texas
$701K +$825K +13,515 New
FIM
545
Fruth Investment Management
Texas
$699K -$6.41K -105 -0.8%
SYBT
546
Stock Yards Bank & Trust
Kentucky
$693K +$4.76K +78 +0.6%
SF
547
Synovus Financial
Georgia
$692K -$144K -2,361 -15%
VAG
548
VisionPoint Advisory Group
Texas
$692K +$815K +13,350 New
H
549
HoyleCohen
California
$690K +$28K +459 +4%
TC
550
Telemus Capital
Michigan
$690K +$46.7K +766 +6%
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